---
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: '2026-08-07'
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- Users find the **outdated design** of Applied TAM limits workflow consistency and overall user experience.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- Users find the **workflow inefficiency** frustrating, leading to inconsistent processes and reliance on outdated systems.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 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=5&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+13%3A26%3A41+-0500&secure%5Bsession_id%5D=d31b1611-2a90-48f7-9995-4d6707bc7fa3&secure%5Btoken%5D=c31cba6b2cac6f96e6b45cca64540e776551d865525a5d48bfe469a89a104286&format=llm_user)

## Applied TAM Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

## 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)