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Applied TAM vs. Insureio

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
Insureio
Score 0.0 out of 10
N/A
Insureio is a CRM designed by and for life insurance producers. It's a solution that provides contact management, application fulfillment, case management, sales tools, marketing, communications, agency management, and lead management.
$25
per month
Pricing
Applied TAMInsureio
Editions & Modules
No answers on this topic
Basic
$25
per month
Marketing
$50
per month
Agency Management
$50
per month
Marketing & Agency Management
$75
per month
Offerings
Pricing Offerings
Applied TAMInsureio
Free Trial
NoYes
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 TAMInsureio
User Ratings
Applied TAMInsureio
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Applied TAMInsureio
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.
Verified User
Anonymous
Read full review
Insureio Technologies, Inc
No answers on this topic
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.
Verified User
Anonymous
Read full review
Insureio Technologies, Inc
No answers on this topic
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.
Verified User
Anonymous
Read full review
Insureio Technologies, Inc
No answers on this topic
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.
Verified User
Anonymous
Read full review
Insureio Technologies, Inc
No answers on this topic
ScreenShots