--- 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: '2026-07-13' 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 value the **easy report management** in Applied TAM, enhancing efficiency in their data handling processes. (1 reviews) - Users appreciate the **easy report management** in Applied TAM, benefiting from yearly feature updates to enhance usability. (1 reviews) **What users dislike:** - Users find the platform **outdated** , leading to inconsistent workflows and a lack of enforced processes. (1 reviews) - Users struggle with **workflow inefficiency** due to the outdated platform and lack of enforced processes for consistency. (1 reviews) ## Applied TAM Reviews ### 1. Strong Built-In Accounting, But Missing Texting and Emailing **Rating:** 3.5/5.0 stars **Reviewed by:** Jonathan C. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Applied TAM?** Had built in accounting functions which was good. **What do you dislike about Applied TAM?** Did not have texting or emailing capability. **What problems is Applied TAM solving and how is that benefiting you?** Making certificates of insurance was easy. ### 2. Tam was just ok **Rating:** 2.5/5.0 stars **Reviewed by:** Todd M. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Applied TAM?** it kept clients info for years. Was easy to use **What do you dislike about Applied TAM?** The Cost was high and lack of customer support. **What problems is Applied TAM solving and how is that benefiting you?** Nothing at this time we switched to a less expensive option ### 3. Sales Director **Rating:** 2.5/5.0 stars **Reviewed by:** David C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Applied TAM?** Stored customer information, address, phone numbers etc. **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. **What problems is Applied TAM solving and how is that benefiting you?** none ### 4. TAM was fine for the time, but things have advanced and Epic is the way to go. **Rating:** 1.5/5.0 stars **Reviewed by:** Kristen F. | Chief Integration Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **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 antequated in the way it looks and connects to other Applied-owned solutions. I do believe it is far superior to Vertafore's AMS system. **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 Appled to phase out TAM over the next few years. **What problems is Applied TAM solving and how is that benefiting you?** It was solving our need for one place to store all our records - policy information and documents. We only had to go to one source once we went paperless which increased our team productivity. ### 5. TAM may be a cost efficient solution **Rating:** 2.5/5.0 stars **Reviewed by:** Amber H. | Training and Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **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. **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. **What problems is Applied TAM solving and how is that benefiting you?** I am not a current user of TAM (other than pulling occasional past information), so I am not sure what updates they are working on. Applied is an excellent group to work with, so I am sure they are problem-solving. ### 6. Easy to use agency management system. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2022 **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. **What do you dislike about Applied TAM?** There is not anything I dislike. It is an easy to use system. **What problems is Applied TAM solving and how is that benefiting you?** TAM allows us to notate customer accounts as a checks and balances system and its benefical. ### 7. Tam Review **Rating:** 4.0/5.0 stars **Reviewed by:** Roberta T. | P&C Insurance Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Applied TAM?** I can hidethe inactive policies or coverages that don't pertain to me. Easy Billing **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 **Recommendations to others considering Applied TAM:** Yes it you are a small insurance organization. **What problems is Applied TAM solving and how is that benefiting you?** cant think of any. Which is why we stitch to AMS360 ### 8. TAM Basics **Rating:** 1.0/5.0 stars **Reviewed by:** Jill H. | Financial operation specialist, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2022 **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. **What do you dislike about Applied TAM?** It is outdated and not user friendly if you do not know the TAM client code. **Recommendations to others considering Applied TAM:** consider switching to AMS360 for ease of use **What problems is Applied TAM solving and how is that benefiting you?** I have realized that we needed to keep our data clean and make notes and references outside of the system. ### 9. TAM is very good to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **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. **What do you dislike about Applied TAM?** I'm not sure I'd 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. **What problems is Applied TAM solving and how is that benefiting you?** I dont have any real problems with it. I always find what I need to do with my job to make it fit and work for me. It definitely makes it easy to be productive. ### 10. TAM **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Applied TAM?** It was a local program and not web based **What do you dislike about Applied TAM?** It lacked flexibility and customization. **What problems is Applied TAM solving and how is that benefiting you?** The program helps for insurance agents but lacked the customization that we needed. ## 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/applied-tam-review-2238384?section=pricing&secure%5Bexpires_at%5D=2026-07-16+15%3A20%3A24+-0500&secure%5Bsession_id%5D=32c6ba69-27de-49e1-8be0-67886f8d7a7b&secure%5Btoken%5D=09197650a4cce61fda588865f3a93caac7898c1f6c8ac2dd7a747c53ce3af686&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 (938 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (643 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)