AgencyBloc AMS+ vs. Applied TAM

Applied TAM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
AgencyBloc AMS+	Score 9.2 out of 10	N/A	AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.	$105 per month
Applied TAM	Score 8.0 out of 10	N/A	With Applied TAM, an insurance agent can automate operations and manage client relationships. Applied TAM offers greater visibility into clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.	N/A

Pricing

AgencyBloc AMS+

Applied TAM

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
AgencyBloc AMS+	Applied TAM
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

Plans are customized to the customer's insurance agency. AgencyBloc always provides: 24/7 access to stored data from anywhere on any device Unlimited, off-site storage & data backup every 4 seconds Security—HIPAA, bank-grade encryption, & two-step verification Dedicated onboarding & data migration specialist Customer support & help center with videos and step-by-step articles at no additional charge.

—

More Pricing Information

Community Pulse
	AgencyBloc AMS+	Applied TAM
Top Pros	Pro Easy to use Pro Able to store Pro Customer service	Pro Attach documents
Top Cons	Minus Two step Minus Step process Minus Real time	Minus Pop up

User Ratings
	AgencyBloc AMS+	Applied TAM
Likelihood to Recommend	9.9 (2 ratings)	10.0 (1 ratings)
Likelihood to Renew	9.0 (1 ratings)	- (0 ratings)
Usability	10.0 (1 ratings)	- (0 ratings)
Support Rating	9.0 (1 ratings)	- (0 ratings)
Implementation Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	AgencyBloc AMS+	Applied TAM
Likelihood to Recommend	AgencyBloc It is web based so you can access the system from anywhere. It is easy to customize Incentivized NK Neera Kuckreja V. President Read full review	Applied Systems A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in. Incentivized Verified User Anonymous Read full review
Pros	AgencyBloc CRM SALES Customer Service data repository SM steven mikutel Information Technology Auditor Read full review	Applied Systems TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time. I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients. Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention. Incentivized Verified User Anonymous Read full review
Cons	AgencyBloc Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver. Incentivized NK Neera Kuckreja V. President Read full review	Applied Systems After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience. Incentivized Verified User Anonymous Read full review
Likelihood to Renew	AgencyBloc It works well. SM steven mikutel Information Technology Auditor Read full review	Applied Systems No answers on this topic
Usability	AgencyBloc it is generally easy to use and quiet effective. SM steven mikutel Information Technology Auditor Read full review	Applied Systems No answers on this topic
Support Rating	AgencyBloc great support SM steven mikutel Information Technology Auditor Read full review	Applied Systems No answers on this topic
Implementation Rating	AgencyBloc Not bad for a roll out. SM steven mikutel Information Technology Auditor Read full review	Applied Systems No answers on this topic
Alternatives Considered	AgencyBloc AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency Incentivized NK Neera Kuckreja V. President Read full review	Applied Systems I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though. Incentivized Verified User Anonymous Read full review
Return on Investment	AgencyBloc Most Agency Management systems are expensive. AgencyBloc is really affordable. Incentivized NK Neera Kuckreja V. President Read full review	Applied Systems No answers on this topic
ScreenShots	AgencyBloc AMS+ Screenshots