It’s a customer portal as well as a finance portal as well. You do not need to have two different servers. You can have a customers finances attached to euro policy Review collected by and hosted on G2.com.

Really outdated. One of the programs that is very useful but also lags a lot Review collected by and hosted on G2.com.

I liked the choice of activity codes. There were plenty to choose from to fit whatever you were doing. Also liked the highly editable applications. Review collected by and hosted on G2.com.

The interface is very outdated and clunky. Searchability was also not great. Review collected by and hosted on G2.com.

It seems difficult at first but is actually very easy to navigate and use. Never bugs! Review collected by and hosted on G2.com.

Not as colorful as we'd want, like Epic for example, but it does the job it needs! Review collected by and hosted on G2.com.

it is user friendly and never has bugs or issues Review collected by and hosted on G2.com.

there are a lot of screens that we don't need Review collected by and hosted on G2.com.

It is easy to access. It has a lot of funtions that is useful. It can use to communicate with people in the office. The best insurance software I ever use. Review collected by and hosted on G2.com.

I don't like that they are not updating Tam any more, and some functions are kind of outdated. Review collected by and hosted on G2.com.

That it keeps all policies organized and has the ability to store attachments related to those policies. Review collected by and hosted on G2.com.

I would like the ability to be able to search by different criteria specifically. Review collected by and hosted on G2.com.

Easily generates accords and applications per client with information provided Review collected by and hosted on G2.com.

Minor glitches, errors using the TAMOnline interface when multiple users attempt to view the same client folder. Printing certificates will often causing blank pages to accompany a certificate. Review collected by and hosted on G2.com.

Easy to use, user friendly, and helpful Review collected by and hosted on G2.com.

The buttons are too close together making it hard to use Review collected by and hosted on G2.com.

I love that it’s user friendly. I have been a Commercial CSR for over 18 years & TAM is my favorite over all the other Agency Management Systems. Review collected by and hosted on G2.com.

There is a lot of clicking & having to repeat the same step over and over again makes it very tediius and time consuming. Review collected by and hosted on G2.com.

I enjoy the fact that all of us can see the same thing and keep up to date with our customers. There is easy access to all of the information we would ever need, so we don't need to keep any paper files anymore. I like that all of the information is saved, so that it can just be updated and corrected each year instead of starting over fresh every time a policy renews. Review collected by and hosted on G2.com.

I don't like how some of the info is organized because it's out of order. For example, the application information that you complete does not follow the way it reads on the actual Accord form. This means that you have to jump around alot when filling out an application from a producer. Review collected by and hosted on G2.com.