--- title: Applied TAM Reviews meta_title: 'Applied TAM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 56 reviews by the users' company size, role or industry to find out how Applied TAM works for a business like yours. aggregate_rating: rating_value: 3.4 review_count: 56 scale: '5' date_modified: '2026-07-17' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Applied TAM Reviews **Vendor:** Applied Systems **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.4/5.0 **Total Reviews:** 56 ## About Applied TAM As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system. ## Applied TAM Pros & Cons **What users like:** - Users appreciate the **ease of managing reports** in Applied TAM, simplifying their data handling processes effectively. (1 reviews) - Users appreciate the **ease of report management** in Applied TAM, benefiting from new features introduced yearly. (1 reviews) **What users dislike:** - Users find the **outdated design** of Applied TAM limits workflow consistency and overall user experience. (1 reviews) - Users find the **workflow inefficiency** frustrating, leading to inconsistent processes and reliance on outdated systems. (1 reviews) ## Applied TAM Reviews ### 1. TAM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Applied TAM?** I have been working with TAM for many years and have become very fond of the program **What do you dislike about Applied TAM?** I am not dissatisfied with any aspect of the portions of the program I use daily. **What problems is Applied TAM solving and how is that benefiting you?** TAM makes it very easy to view notes and activities of all employees interactions with a file. ### 2. Good Program **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2017 **What do you like best about Applied TAM?** Program is best at keeping your policies up to date with downloads **What do you dislike about Applied TAM?** Could be better streamlined with keeping up with payments and attachments. **What problems is Applied TAM solving and how is that benefiting you?** Good for the most part with keeping everything with your clients up to date. ### 3. Needs updating. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2017 **What do you like best about Applied TAM?** Daily Activities on Home screen and claim detail information. **What do you dislike about Applied TAM?** Certificate capability, need to be able to alphabetize. Should easily be able to see policies/endorsements specific to a policy with updated premiums. **What problems is Applied TAM solving and how is that benefiting you?** Servicing Customers somewhat efficiently. ### 4. Very difficult to navigate **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2017 **What do you like best about Applied TAM?** There is very little about TAM that is user friendly **What do you dislike about Applied TAM?** Everything! It is not an easy system to use. **Recommendations to others considering Applied TAM:** Don't buy it **What problems is Applied TAM solving and how is that benefiting you?** It is our agency management system ### 5. Applied Systems **Rating:** 3.5/5.0 stars **Reviewed by:** Jessica N. | Account Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2017 **What do you like best about Applied TAM?** The customer service is always available, the online chat is helpful and the call back service although not as quickly as the online chat. **What do you dislike about Applied TAM?** They seem to be a bit behind on the times. Graphics are very windows 98 looking and are in need of a serious update. Some of their procedures are very cumbersome and should be simplified. **What problems is Applied TAM solving and how is that benefiting you?** We needed something with an integrated payment system, TAM has introduced that but still not as seamless as we would like. ### 6. TAM is easy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2016 **What do you like best about Applied TAM?** TAM is an easy interface for the insurance industry. It reads just like an application. It was easy to learn coming from another agency that used another interface. **What do you dislike about Applied TAM?** I dislike not knowing all the functions available. Our agency has turned off some functions or has only given us limited functions to use. I think TAM could be much more helpful in some of our day to day processes if we were given these functions. **Recommendations to others considering Applied TAM:** There is an updated version called EPIC. I think the functions of EPIC are good but we aren't ready to transition to EPIC in our office. **What problems is Applied TAM solving and how is that benefiting you?** We use TAM as our filing cabinet for our clients. Everything should be there that we need. We also have linked eTfile with TAM as our electronic filing cabinet. This holds all of our paper documents. ## Applied TAM Discussions - [What is Applied TAM used for?](https://www.g2.com/discussions/what-is-applied-tam-used-for) - [What is an agency management systems for insurance?](https://www.g2.com/discussions/what-is-an-agency-management-systems-for-insurance) - [How much does applied epic cost?](https://www.g2.com/discussions/applied-tam-how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/applied-tam-what-is-applied-epic-software) - [What is applied Tam?](https://www.g2.com/discussions/what-is-applied-tam) - [View Applied TAM pricing details and edition comparison](https://www.g2.com/products/applied-tam/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+11%3A45%3A48+-0500&secure%5Bsession_id%5D=46a9e22f-5789-489b-af97-986664ad020a&secure%5Btoken%5D=89eb3ca397858fc117017c0b8180178af667657bdf2e866f88dc3fc4a608a2d2&format=llm_user) ## Applied TAM Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied TAM Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)