--- title: "Applied TAM Software Reviews, Demo & Pricing - 2026" description: "Review of Applied TAM Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/applied-tam-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Claims Management Software](https://www.softwareadvice.com/insurance/claims-management-comparison/) / Applied TAM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/applied-tam-profile/reviews/) # Applied TAM Review Custom quote 1 plan Wondering if Applied TAM is right for your organization? Our Claims Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Applied TAM 3.8 [(8)](https://www.softwareadvice.com/insurance/applied-tam-profile/reviews/) 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. Do you work for Applied TAM? [Manage this product listing](https://www.g2.com/products/applied-tam/claim_requests/new?auto=true) Wondering if Applied TAM is right for your organization? Our Claims Management Software selection experts can help you in 15 minutes or less. ## Applied TAM User Interface ## Popular Applied TAM Alternatives Main Product Applied TAM 3.8 [(8)](https://www.softwareadvice.com/insurance/applied-tam-profile/reviews/) Ratings Breakdown - 3.50Ease of use - 3.40Value for money - 4.14Customer support - 3.13Functionality Pricing Available upon request Get Price Alternative Product [Anagram](https://www.softwareadvice.com/medical/patch-profile/) 4.7 [(56)](https://www.softwareadvice.com/medical/patch-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.58Value for money - 4.67Customer support - 4.52Functionality Pricing Starting at $150.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [BriteCore](https://www.softwareadvice.com/policy-management/britecore-profile/) 4.3 [(3)](https://www.softwareadvice.com/policy-management/britecore-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.0Value for money - 3.67Customer support - 4.0Functionality Pricing Available upon request Get Price Alternative Product [Cloud Claims](https://www.softwareadvice.com/product/370656-Cloud-Claims/) 4.7 [(11)](https://www.softwareadvice.com/product/370656-Cloud-Claims/reviews/) Ratings Breakdown - 4.91Ease of use - 4.71Value for money - 4.91Customer support - 4.57Functionality Pricing Starting at $2500.00 per month Get Price Alternative Product [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) 4.8 [(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.91Value for money - 4.90Customer support - 4.70Functionality Pricing Starting at $99.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Applied TAM Features - Features of Applied TAM Accounting Integration Alerts/Notifications Compliance Management Policy Management Self Service Portal Task Scheduling Workflow Automation ## Applied TAM Integrations Microsoft SharePoint Integration rated undefined from -1 review Oracle PeopleSoft Integration rated undefined from -1 review ## Applied TAM User Reviews ## Applied TAM customer ratings - Overall rating: 3.8/5 - Total reviews: 8 ### Rating distribution - 5 stars: 1 reviews (13%) - 4 stars: 4 reviews (50%) - 3 stars: 3 reviews (38%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 3.5/5 - Value for money: 3.4/5 - Customer support: 4.1/5 - Functionality: 3.1/5 --- ### Viable option for some organizations. - Overall rating: 4/5 - Reviewer: Adam F. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### 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. --- ### Overall experience - Overall rating: 4/5 - Reviewer: Andrea B. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Applied Tam needs more flexibility overall , but accounting in general works well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Served its purpose - Overall rating: 3/5 - Reviewer: Samantha E. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered Overall TAM served its purpose but it is outdated, clunky and not as good as newer systems from Applied #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 2/5 #### 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 --- ### Outdated System - Overall rating: 4/5 - Reviewer: Nicholas R. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 2/5 #### 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. --- ### Best software for independent property and casualty insurance agency management - Overall rating: 5/5 - Reviewer: Stephen R. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Getting a Little Outdated... - Overall rating: 3/5 - Reviewer: Klaudia C. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### Enterprise level organization for agencies - Overall rating: 3/5 - Reviewer: Nathan B. - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Good option for large agencies that need more commission tracking than customer detail. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### Easy to learn, - Overall rating: 4/5 - Reviewer: Nick C. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### 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. --- Showing 1 - 8 of 8 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/applied-tam-profile/reviews/) ## Other Top Recommended Claims Management Software [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **8** times [WaterStreet](https://www.softwareadvice.com/product/68385-waterstreet/) **5.0** (1) Recently recommended **4** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **2** times [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) **4.8** (150) Recently recommended **0** times Stuck Between Options? Our experts can help you compare Applied TAM with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice