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Applied TAM Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the ease of report management in Applied TAM, appreciating its regular feature updates. (1 mentions)
Users value the ease of report management in Applied TAM, appreciating the yearly introduction of new features. (1 mentions)
Users find the outdated design of Applied TAM limits consistency and workflow efficiency across the platform. (1 mentions)
Users find workflow inefficiency due to the outdated platform, leading to inconsistent processes among team members. (1 mentions)

Top Pros or Advantages of Applied TAM

Top Cons or Disadvantages of Applied TAM

Applied TAM Reviews (56)

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Reviews

Applied TAM Reviews (56)

View 1 Video Reviews
3.4
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JC
Jonathan C.
Principal
Small-Business (50 or fewer emp.)
"Strong Built-In Accounting, But Missing Texting and Emailing"
3.5/5
What do you like best about Applied TAM?

Had built in accounting functions which was good. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

Did not have texting or emailing capability. Review collected by and hosted on G2.com.

TM
Todd M.
Producer
Small-Business (50 or fewer emp.)
"Tam was just ok"
2.5/5
What do you like best about Applied TAM?

it kept clients info for years. Was easy to use Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

The Cost was high and lack of customer support. Review collected by and hosted on G2.com.

DC
David C.
Mid-Market (51-1000 emp.)
"Sales Director"
2.5/5
What do you like best about Applied TAM?

Stored customer information, address, phone numbers etc. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

system was not user friendly, AMS allows more options on task that are coming up, or that have been completed with a snapshot on the home page. Review collected by and hosted on G2.com.

KF
Kristen F.
Chief Integration Officer
Mid-Market (51-1000 emp.)
"TAM was fine for the time, but things have advanced and Epic is the way to go."
1.5/5
What do you like best about Applied TAM?

At the time, it was easy to use. It was heavily activity based and fairly intuitive. If you want to use open activities to control your workload, this is the way to go. However, in comparison to Epic, it is antiquated in the way it looks and connects to other Applied-owned solutions. I do believe it is far superior to Vertafore's AMS system. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

It remains in the past and Applied isn't putting the same resources into it as it is into EZLynx and Epic, which are their newer programs. I would look to Applied to phase out TAM over the next few years. Review collected by and hosted on G2.com.

AH
Amber H.
Training and Development Manager
Mid-Market (51-1000 emp.)
"TAM may be a cost efficient solution"
2.5/5
What do you like best about Applied TAM?

TAM was reasonably easy to use and was not as overwhelming at first glance for new users as Epic can be. TAM has many capabilities and maybe a cost-efficient solution for smaller agencies. For an agency more interested in efficiency and advanced capabilities, Epic is definitely the better solution. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

The overall look and navigation of TAM is pretty outdated. After using Epic for several years, going back to TAM is very difficult. However, when using TAM daily, it was easy enough to navigate. TAM is a pretty basic data management system. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Easy to use agency management system."
4/5
What do you like best about Applied TAM?

What I like most about TAM is how user-friendly it is. Its a 1 stop agency management system. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

There is not anything I dislike. It is an easy to use system. Review collected by and hosted on G2.com.

Roberta T.
RT
Roberta T.
P&C Insurance Account Executive
Small-Business (50 or fewer emp.)
"Tam Review"
4/5
What do you like best about Applied TAM?

I can hide the inactive policies or coverages that don't pertain to me. Easy Billing Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

trying to pay and print checks. Accounting reports, the inability to bill to multiple entities on a policy Review collected by and hosted on G2.com.

JH
Jill H.
Financial operation specialist
Enterprise (> 1000 emp.)
"TAM Basics"
1/5
What do you like best about Applied TAM?

It was the only system I knew so I did not have anything to compare it to. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

It is outdated and not user friendly if you do not know the TAM client code. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"TAM is very good to use."
5/5
What do you like best about Applied TAM?

I love all the aspects about it. It's very user friendly and easy to keep track of clients and their information. Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

I'm not sure if it's the IT department or the software but there are things or options that would be nice to quote clients. Such as having an option for an electric central furnace. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"TAM"
2/5
What do you like best about Applied TAM?

It was a local program and not web based Review collected by and hosted on G2.com.

What do you dislike about Applied TAM?

It lacked flexibility and customization. Review collected by and hosted on G2.com.