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Applied TAM

Applied TAM

Overview

What is Applied TAM?

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.

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Learn from top reviewers

Give Applied TAM a try-you won't regret it!

Rating: 10 out of 10
March 27, 2018
IncentivizedVetted ReviewVerified User
We use applied TAM at my company throughout. I used to work in claims and I would use TAM to create an accord form and process claims, create activities, and make notes and at...
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Verified user
Account Manager
Applied TAM4 years of experience
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Pricing

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Applied TAM

Applied TAM

N/A
Unavailable

What is Applied TAM?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Applied TAM?

Applied TAM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

The most common recommendations from users are:

  1. Consider AMS360 for ease of use in a small insurance organization.
  2. Switch to Applied EPIC for a more intuitive interface and easier navigation.
  3. Try Applied Epic for a simpler version of Applied EPIC.

These recommendations highlight the importance of user-friendly interfaces, ease of navigation, and simplicity in the software. Users also emphasize the need to consider the specific needs of the organization before making a decision. It is suggested to seek the opinion of account managers when choosing between different software options. Additionally, users mention that Applied Epic has smooth integration with Outlook and carrier download capabilities, making it a preferred choice for some users. However, some users report that Applied Epic crashes often, while others advise against purchasing the software altogether.

Reviews

(1-1 of 1)
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Give Applied TAM a try-you won't regret it!

Rating: 10 out of 10
Incentivized
March 27, 2018
Verified User
Vetted Review
Verified User
Applied TAM
4 years of experience
Use Cases and Deployment Scope
We use applied TAM at my company throughout. I used to work in claims and I would use TAM to create an accord form and process claims, create activities, and make notes and attach important documents. When I worked in transportation it was a HUGE accessory to us. Now that I'm in benefits - I feel like TAM is more ample and based around transportation than it is benefits. But I still use it and love it.
Pros and Cons
  • 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.
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.
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.
Other Software Used
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