Applied TAM
About Applied TAM
Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.
Applied TAM allows administrators to track the performance of sales teams using the sales integration functionality and establish custom workflows to automate manual tasks. It also allows enterprises to manage multiple logins, passwords, and download connections using Single Sign-On (SSO) authentication.
Applied TAM supports integration with various third-party applications and business solutions such as Oracle JD Edwards, Citrix e-Signature, SharePoint, PeopleSoft, and Microsoft Dynamics.
Images
No images available
Not sure about Applied TAM?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
A1 Tracker
Claim Leader
FileHandler Enterprise
Cloud Claims
Reviews
Already have Applied TAM?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Viable option for some organizations.
Reviewed on 2021/01/26
TAM was great and served its purpose during the time we utilized it. Over time, however, we found a...
TAM was great and served its purpose during the time we utilized it. Over time, however, we found a better CRM system that we eventually moved to and have stuck with since.
Pros
TAM was great for tracking client data and commissions.
Cons
As we grew as an organization, it was difficult to use TAM to track our daily tasks as well as our insurance policy data.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Outdated System
Reviewed on 2024/01/12
We were satisfied with TAM when we used them, but it got to the point that we needed a cloud-based...
We were satisfied with TAM when we used them, but it got to the point that we needed a cloud-based system and we were just paying too much for what we were getting.
Pros
We started using TAM back in the 90s and at the time, it was cutting edge technology. But anymore, it is outdated as a server-based system.
Cons
It is server-based vs cloud-based and has a very dated use and feel. Applied stopped improving it because they know it's not a system of the future and have invested in newer technology/systems such as Epic, which is very expensive.
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Getting a Little Outdated...
Reviewed on 2021/11/09
I use TAM on a daily basis and you get used to the glitches it has and try to work your way around...
I use TAM on a daily basis and you get used to the glitches it has and try to work your way around it - so you implicate your own sort of system on daily using. However, if it was more updated and got rid of these glitches it would be incredibly more helpful.
Pros
The good thing about TAM is that it is easy and reliable for keeping track of which employee attaches what important information pertaining to certain clients. It's good for keeping track of people, times, invoicing, etc. to avoid E&O claims when done correctly.
Cons
The overall look of the program is very dated. There are a few glitches that still also need to be addressed, i.e. sometimes the program crashes or doesn't allow you to open two attachments at once. Which can sometimes get frustrating when you're trying to look at two saved attachments at once. When you go into the help section too, it's not always clear and doesn't have a good search functionality for getting help.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Overall experience
Reviewed on 2023/05/16
Applied Tam needs more flexibility overall , but accounting in general works well.
Applied Tam needs more flexibility overall , but accounting in general works well.
Pros
How it works for insurance management , easy to navigate
Cons
The reporting set up needs improvement. Accounting and Book of Business reports do not have many options. Benefits Management is terrible.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best software for independent property and casualty insurance agency management
Reviewed on 2022/04/22
Pros
Easy conversion from prior system constantly improved and updated that gave us everything we needed to automate workflow
Cons
Ongoing support and updates were expensive, but in line with competitors
Applied TAM FAQs
Below are some frequently asked questions for Applied TAM.Q. What type of pricing plans does Applied TAM offer?
Applied TAM offers the following pricing plans:
- Free Trial: Not Available
Please contact Applied Systems for details.
Q. Who are the typical users of Applied TAM?
Applied TAM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does Applied TAM support?
Applied TAM supports the following languages:
English
Q. Does Applied TAM support mobile devices?
Applied TAM supports the following devices:
Q. What other apps does Applied TAM integrate with?
Applied TAM integrates with the following applications:
Microsoft SharePoint, Oracle PeopleSoft
Q. What level of support does Applied TAM offer?
Applied TAM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base
Related categories
See all software categories found for Applied TAM.
Claims Processing Software
