AMS360 vs. Applied TAM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AMS360
Score 5.5 out of 10
N/A
Vertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.N/A
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
AMS360Applied TAM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AMS360Applied TAM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
Community Pulse
AMS360Applied TAM
Considered Both Products
AMS360
Chose AMS360
AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.
Chose AMS360
AMS360 is easier to use, less clicks, easier to find information, and easier to run reports.
Chose AMS360
Both systems are similar in terms of management capabilities. We went with AMS360 as it better fit my group as a whole. I do think that reports were much more easily run in Applied than AMS360. I hadn't used Applied for accounting, but it seems the AMS360 is a little cumbersome …
Applied TAM

No answer on this topic

Top Pros
Top Cons
User Ratings
AMS360Applied TAM
Likelihood to Recommend
1.6
(7 ratings)
10.0
(1 ratings)
Likelihood to Renew
9.1
(3 ratings)
-
(0 ratings)
Usability
5.0
(1 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
6.0
(1 ratings)
-
(0 ratings)
Support Rating
7.7
(2 ratings)
-
(0 ratings)
Implementation Rating
8.0
(1 ratings)
-
(0 ratings)
Configurability
7.0
(1 ratings)
-
(0 ratings)
Ease of integration
5.0
(1 ratings)
-
(0 ratings)
Product Scalability
8.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
8.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
6.0
(1 ratings)
-
(0 ratings)
User Testimonials
AMS360Applied TAM
Likelihood to Recommend
Vertafore
Scalability, ease of use, ease of access, integrated services. This solution works for 2 man shops all the way up to 150+ with shared services, etc. Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.
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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.
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Pros
Vertafore
  • Quick entry of new client information
  • Instant access to most policy and billing information
  • Exceptional reports for management and producers
  • Accounting Departments love the direct bill reconciliation
  • Certificates of Insurance
  • Vehicle ID cards
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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.
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Cons
Vertafore
  • Lacks faster, intuitive, modern User Interface.
  • Lacks option to search for data in activities.
  • Does not create logs even for closed activities (suspense).
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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.
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Likelihood to Renew
Vertafore
This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.
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Applied Systems
No answers on this topic
Usability
Vertafore
its decent but needs improvement
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Applied Systems
No answers on this topic
Reliability and Availability
Vertafore
ams360 service is excellent. They identify the issue and offer quick solutions
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Applied Systems
No answers on this topic
Performance
Vertafore
THEY COULD LOAD FASTER
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Applied Systems
No answers on this topic
Support Rating
Vertafore
Support responds quickly, and they are very knowledgeable.
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Applied Systems
No answers on this topic
In-Person Training
Vertafore
NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED
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Applied Systems
No answers on this topic
Online Training
Vertafore
ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM
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Applied Systems
No answers on this topic
Implementation Rating
Vertafore
be prepared for a long transition of data
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Applied Systems
No answers on this topic
Alternatives Considered
Vertafore
AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.
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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.
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Scalability
Vertafore
There are definitely endless possibilities with ams360. Its easy scalable to add departments
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Applied Systems
No answers on this topic
Return on Investment
Vertafore
  • Organization - positive
  • Wasted time - setting up and correcting set up - negative
  • Great staff to work with - positive
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Applied Systems
No answers on this topic
ScreenShots