What users are saying about
4 Ratings
6 Ratings
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
6 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

10.0

Applied TAM

100%
1 Rating
9.2

BindHQ

92%
5 Ratings

Usability

Applied TAM

N/A
0 Ratings
9.1

BindHQ

91%
1 Rating

Support Rating

Applied TAM

N/A
0 Ratings
8.1

BindHQ

81%
2 Ratings

Likelihood to Recommend

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

Owsy LLC

BindHQ is great for the insurance industry. Scenarios in which it is used in accounting:
1. Looking up policies and seeing if they have been paid.
2. Sending out statements and allowing for review of those statements in an organized function. It provides Agency Bill/Direct Bill, Receivables/Payables, Open/Closed.
3. It allows for us to post/offset and make decisions based on producer, carriers, finance companies and agents directions.
Scenarios where it is less appropriate.
1. Outside of the insurance field. But just saying that as for right now. It does not mean that this kind of platform is not usable for other industries, but it would need to be modeled to fit each industry. It has all the core structures needed to help organize and run a business.
Read full review

Pros

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

Owsy LLC

  • The option for us to CC the BindHQ email to file our correspondence with agents, carriers etc. is my first point for convenience. It is important for us to document just about every piece of every conversation we have and that option makes it seamless to operate efficiently and diligently.
  • It is easy to navigate. Simple as that. The layout is aesthetic and well spaced. The pertinent information pertaining to individual accounts is accessible and placed right across the top of the page.
  • The ability to move from the current account to an expired account or the other way toward the renewal is very helpful. Often we need to access the previous years information and being able to do that just with a simple drop down at the top of the page makes it quick.
Read full review

Cons

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

Owsy LLC

  • Rating option directly from account input - I would like to see this feature launched so that we could have a single entry feature that can obtain rates from multiple carriers
  • Bdx Reporting - This would help with binding authority business, especially when a monthly report must be sent to a carrier partner
Read full review

Pricing 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

    BindHQ

    Starting Price

    $300 per month per user

    Editions & Modules

    BindHQ editions and modules pricing
    EditionModules
    Basic$300 / user / month1
    Pro$375 / user / month2
    EnterpriseContact Sales3

    Footnotes

    1. per month per user
    2. per user
    3. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional $25,000

    Additional Details

    Usability

    Applied Systems

    No answers on this topic

    Owsy LLC

    BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate
    Read full review

    Support Rating

    Applied Systems

    No answers on this topic

    Owsy LLC

    It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them
    Read full review

    Alternatives Considered

    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

    Owsy LLC

    When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.
    Read full review

    Return on Investment

    Applied Systems

    No answers on this topic

    Owsy LLC

    • Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
    • Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints
    Read full review

    Screenshots

    Add comparison