Applied TAM vs. Life Design Analysis

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
Life Design Analysis
Score 9.0 out of 10
N/A
Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also includes client and policy management features and policy automation. There is an add-on intended to help with lead generation.
$30.42
per month
Pricing
Applied TAMLife Design Analysis
Editions & Modules
No answers on this topic
Basic
$30.42
per month
Pro
$46.21
per month
Elite
$61.87
per month
Premier
$77.54
per month
Offerings
Pricing Offerings
Applied TAMLife Design Analysis
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 TAMLife Design Analysis
Top Pros
Top Cons
User Ratings
Applied TAMLife Design Analysis
Likelihood to Recommend
10.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
Applied TAMLife Design Analysis
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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Life Design Analysis
We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.
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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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Life Design Analysis
  • Comparisons
  • Quotes
  • Needs Analysis
  • Policy notifications for updates, renewals, anniversary dates
  • Online client presentations
  • In Force policy automation
  • Lead Generation
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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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Life Design Analysis
  • It can be pricey for a start up to get access to all the features, however the payback is worth it.
  • Learning curve - As with any new software, there is a learning curve but training is available.
  • So many features - make sure you take the time to find out all the features available and how to use them.
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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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Life Design Analysis
I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.
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Return on Investment
Applied Systems
No answers on this topic
Life Design Analysis
  • This software has paid for itself many times over
  • Has doubled conversion rates
  • It has upped our financial planning game
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ScreenShots