What users are saying about
5 Ratings
4 Ratings
5 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.2 out of 100
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Attribute Ratings

  • Applied TAM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.1

AgencyBloc

91%
2 Ratings
10.0

Applied TAM

100%
1 Rating

Likelihood to Renew

9.0

AgencyBloc

90%
1 Rating

Applied TAM

N/A
0 Ratings

Usability

10.0

AgencyBloc

100%
1 Rating

Applied TAM

N/A
0 Ratings

Support Rating

9.0

AgencyBloc

90%
1 Rating

Applied TAM

N/A
0 Ratings

Implementation Rating

10.0

AgencyBloc

100%
1 Rating

Applied TAM

N/A
0 Ratings

Likelihood to Recommend

AgencyBloc

It is web based so you can access the system from anywhere. It is easy to customize
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.
Read full review

Pros

AgencyBloc

  • CRM
  • SALES
  • Customer Service
  • data repository
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.
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.
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.
Read full review

Pricing Details

AgencyBloc

Starting Price

Editions & Modules

AgencyBloc editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Applied TAM

    Starting Price

    Editions & Modules

    Applied TAM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      AgencyBloc

      It works well.
      Read full review

      Applied Systems

      No answers on this topic

      Usability

      AgencyBloc

      it is generally easy to use and quiet effective.
      Read full review

      Applied Systems

      No answers on this topic

      Support Rating

      AgencyBloc

      great support
      Read full review

      Applied Systems

      No answers on this topic

      Implementation Rating

      AgencyBloc

      Not bad for a roll out.
      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
      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.
      Read full review

      Return on Investment

      AgencyBloc

      • Most Agency Management systems are expensive. AgencyBloc is really affordable.
      Read full review

      Applied Systems

      No answers on this topic

      Add comparison