Applied TAM 2026: Benefits, Features & Pricing

Name: Applied TAM
Rating: 3.8 (8 reviews)

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Applied TAM

3.8

(8)

Pricing

Pricing available upon request

About Applied TAM

Applied TAM is a cloud-based insurance management solution designed for small and midsize businesses. It offers business process management, risk management, insurance renewals, marketing management and reporting functionalities within a suite. Android and iOS apps are available.

The feature "myTAM" allows users to automate their personal workflows. The product also features sales integration, which allows users to track the performance of sales.

Applied TAM enables users to search for commercial risks for insurance. The solution also provides users with insurance risk appetite information.

Applied TAM features omnichannel customer service, which allows customers to track insurance information using a mobile app and online portal. The product also features compliance management powered by Rhoads PCRM, which allows users to track compliance with producer license standards.

Applied TAM offers integration with different business solutions, such as SharePoint, Microsoft Dynamics, Oracle JD Edwards, PeopleSoft and Citrix e-Signature.

Applied TAM Screenshots

Applied TAM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Applied TAM Features

Features of Applied TAM
Accounting Integration
Alerts/Notifications
Compliance Management
Policy Management
Self Service Portal
Task Scheduling

Applied TAM Integrations

Microsoft SharePoint

Oracle PeopleSoft

Applied TAM User Reviews

Overall Rating

3.8

Ratings Breakdown

13%

50%

38%

Secondary Ratings

Ease of Use

3.5

Value for money

3.4

Customer support

4.1

Functionality

3.1

Adam F.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2021

Viable option for some organizations.

TAM was great and served its purpose during the time we utilized it. Over time, however, we found a better CRM system that we eventually moved to and have stuck with since.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

TAM was great for tracking client data and commissions.

Cons:

As we grew as an organization, it was difficult to use TAM to track our daily tasks as well as our insurance policy data.

Andrea B.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Overall experience

Applied Tam needs more flexibility overall , but accounting in general works well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How it works for insurance management , easy to navigate

Cons:

The reporting set up needs improvement. Accounting and Book of Business reports do not have many options. Benefits Management is terrible.

Reasons for choosing Applied TAM

We are switched from Applied Tam to a Salesforce based management system

Samantha E.

Verified reviewer

Insurance

201-500 employees

Used daily for more than 2 years

Review source

Reviewed November 2025

Served its purpose

Overall TAM served its purpose but it is outdated, clunky and not as good as newer systems from Applied

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It definitely served its purpose for record keeping, sales tracking, report generation and partner downloads

Cons:

It is very outdated and the web based systems are more effective and easier to use than TAM and the functionality is better

Nicholas R.

Verified reviewer

Insurance

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed January 2024

Outdated System

We were satisfied with TAM when we used them, but it got to the point that we needed a cloud-based system and we were just paying too much for what we were getting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We started using TAM back in the 90s and at the time, it was cutting edge technology. But anymore, it is outdated as a server-based system.

Cons:

It is server-based vs cloud-based and has a very dated use and feel. Applied stopped improving it because they know it's not a system of the future and have invested in newer technology/systems such as Epic, which is very expensive.

Stephen R.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2022

Best software for independent property and casualty insurance agency management

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Easy conversion from prior system constantly improved and updated that gave us everything we needed to automate workflow

Cons:

Ongoing support and updates were expensive, but in line with competitors

Klaudia C.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

Getting a Little Outdated...

I use TAM on a daily basis and you get used to the glitches it has and try to work your way around it - so you implicate your own sort of system on daily using. However, if it was more updated and got rid of these glitches it would be incredibly more helpful.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The good thing about TAM is that it is easy and reliable for keeping track of which employee attaches what important information pertaining to certain clients. It's good for keeping track of people, times, invoicing, etc. to avoid E&O claims when done correctly.

Cons:

The overall look of the program is very dated. There are a few glitches that still also need to be addressed, i.e. sometimes the program crashes or doesn't allow you to open two attachments at once. Which can sometimes get frustrating when you're trying to look at two saved attachments at once. When you go into the help section too, it's not always clear and doesn't have a good search functionality for getting help.

Nathan B.

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2018

Enterprise level organization for agencies

Good option for large agencies that need more commission tracking than customer detail.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform is robust with commission tracking and customer data center, you can also create acord forms from within the application. Policy downloads through IVANS is a plus.

Cons:

You cannot easily keep track of clients properties/ vehicles Ezlynx sync is cumbersome and usually fails. For large agencies you have to operate applied locally and utilize virtual desktops which makes operation in TAM for remote users very slow. Communication tracking is not good at all.

Nick C.

Verified reviewer

Insurance

201-500 employees

Used daily for less than 12 months

Review source

Reviewed May 2021

Easy to learn,

Ratings Breakdown

Ease of use

Functionality

Pros:

TAM was fairly easy to learn and use. It had the ability to do everything the end-user was required to do for their job. Updating account with information was easy, invoicing transactions was straight forward and intuitive.

Cons:

Reporting abilities on the back-end were limited. Software was slow at times when opening new tabs/screens. User interface is outdated.

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