Applied TAM vs. BlueMind

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
BlueMind
Score 5.8 out of 10
N/A
BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…
$19.99
per user/per month
Pricing
Applied TAMBlueMind
Editions & Modules
No answers on this topic
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
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Offerings
Pricing Offerings
Applied TAMBlueMind
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsThere is an additional 25%+ discount for annual licensing
More Pricing Information
Community Pulse
Applied TAMBlueMind
Top Pros
Top Cons
User Ratings
Applied TAMBlueMind
Likelihood to Recommend
10.0
(1 ratings)
6.0
(1 ratings)
User Testimonials
Applied TAMBlueMind
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.
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BlueMind
BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings
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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.
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BlueMind
  • Transparency - compliance
  • Dashboards
  • Client management
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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.
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BlueMind
  • Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
  • Target estimations are not very deep
  • Dashboards could be more customizable for different use cases.
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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.
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BlueMind
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
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Return on Investment
Applied Systems
No answers on this topic
BlueMind
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
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