Applied TAM vs. Vertafore ReferenceConnect

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
Vertafore ReferenceConnect
Score 8.0 out of 10
N/A
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.N/A
Pricing
Applied TAMVertafore ReferenceConnect
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied TAMVertafore ReferenceConnect
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 TAMVertafore ReferenceConnect
Top Pros
Top Cons
User Ratings
Applied TAMVertafore ReferenceConnect
Likelihood to Recommend
10.0
(1 ratings)
9.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(2 ratings)
User Testimonials
Applied TAMVertafore ReferenceConnect
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.
Read full review
Vertafore
Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.
Read full review
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.
Read full review
Vertafore
  • It provides a variety of descriptions that allows for correct selection.
  • It provides information not readily available like what a rate is based on.
  • Gives market appetites with some carriers.
Read full review
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.
Read full review
Vertafore
  • Sometimes the site navigation is not the most fluid.
  • Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
  • It does not always recognize my description so finding the class code is sometimes harder than expected.
Read full review
Support Rating
Applied Systems
No answers on this topic
Vertafore
I have not had to use the support for Vertafore ReferenceConnect.
Read full review
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.
Read full review
Vertafore
Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.
Read full review
Return on Investment
Applied Systems
No answers on this topic
Vertafore
  • Positive impact on rounding out accounts with additional lines of coverage.
  • Positive impact on correctly classifying an account.
  • Positive impact on learning as a new agent.
Read full review
ScreenShots