Applied TAM vs. Smart Agent

Applied TAM

4 Reviews and Ratings

Smart Agent

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Applied TAM	Score8 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
Smart Agent	Score9 out of 10	Small Businesses (1-50 employees)	Smart Agent is an Insurance policy management app for Insurance agents or agencies. It can be used for any kind of insurance (life, general, motor etc) & it can be managed with any company policy in it. Insurance agents also create their website & get more customers from the vendor's app and website. SmartAgent mobile application helps individual insurance agents or agencies to manager their customers detail and customer's policy data & also send policy reminder and…	N/A

Pricing

Applied TAM

Smart Agent

No answers on this topic

No answers on this topic

Pricing Offerings
Applied TAM	Smart Agent
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

$49

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User Ratings
	Applied TAM	Smart Agent
Likelihood to Recommend	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Applied TAM	Smart Agent
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. Incentivized Verified User Read full review	Viha IT Services 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. Incentivized Verified User Read full review	Viha IT Services 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. Incentivized Verified User Read full review	Viha IT Services 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. Incentivized Verified User Read full review	Viha IT Services No answers on this topic
ScreenShots		Smart Agent Screenshots