Likelihood to Recommend
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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For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as
Read full review Pros 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 Excellent user interface Easy-to-read information Provides good overview of the agency's active book Read full review Cons 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 Marketing platform needs work Inability to fill multiple accords at the same time Email from QQCatalyst could use some work No invoicing feature Read full review Alternatives Considered
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 HawkSoft
is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than
. As of the date of this review.
Read full review Return on Investment Efficient client management with the carrier download functions Easy to export data allowing us to drill down into our book of business & future marketing opportunities Affordable Read full review ScreenShots