Applied TAM vs. EZLynx Agency Management

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
EZLynx Agency Management
Score 9.8 out of 10
N/A
EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.N/A
Pricing
Applied TAMEZLynx Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied TAMEZLynx Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Applied TAMEZLynx Agency Management
Top Pros
Top Cons
User Ratings
Applied TAMEZLynx Agency Management
Likelihood to Recommend
10.0
(1 ratings)
10.0
(3 ratings)
Usability
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Applied TAMEZLynx Agency Management
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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Applied Systems
EZLynx seems to be well suited for any size insurance agency. The capabilities seem to be endless with the only caveat being the integrated homeowner rating system. EZLynx fits all the categories that a management system should fit for any size insurance agency. About the only scenario I can think of that EZLynx would not be appropriate would be doing the financial books for an agency, but than again, what agency management does.
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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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Applied Systems
  • Policy Downloads
  • Policy Mangement
  • Policy Documents
  • Rater
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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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Applied Systems
  • Sometimes, the system times out and we have to rerun the quote.
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Usability
Applied Systems
No answers on this topic
Applied Systems
Very user friendly software and they continue to improve it. We choose it as its "insurance centric" and most features are great. Training is good but some could be updated as they make changes. Would like to see some additional user options added for some tracking capabilities. But it works well for our agency
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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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Applied Systems
While QQ Evolution was a very good agency management platform its time was coming to an end because of the lack of portability. Which is one of the reasons why we made the switch over to EZLynx. The other issue with QQ Evolution was the massive amount of time needed to do end of the month commissions. EZLynx has solved this problem with their much simpler and easier to use commission interface.
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Return on Investment
Applied Systems
No answers on this topic
Applied Systems
  • It makes quoting quicker.
  • Managing policies is easier.
  • Cancellations are easier.
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