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...


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Supported Operating System(s):

Web browser (OS agnostic), Windows 10

4 Reviews of Applied TAM

Overall rating

3.5 / 5 stars

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January 2021

Adam from TDC Life

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

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.

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.

May 2021

Nick from N/A

Company Size: 201-500 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

May 2021

Easy to learn,

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 User interface is outdated.

November 2021

Klaudia from FCA

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

3.0

Functionality

3.0

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Getting a Little Outdated...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.

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.

January 2018

Nathan from EMC

Company Size: 2-10 employees

Time Used: Less than 2 years

Review Source


Ease-of-use

2.0

Value for money

2.0

Customer support

3.0

Functionality

3.0

January 2018

Enterprise level organization for agencies

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

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.