G2 Vendor Directory

Applied TAM vs. Agency Matrix

A side-by-side comparison based on G2 review data.

MetricApplied TAM

by Applied Systems

Agency Matrix

by Zywave

Overall rating3.43.6
Review count5626
Ease of use7.58.0
Ease of setup7.68.4
Quality of support7.57.9
Meets requirements7.87.9
NPS-8.92857128
Small Business73.2%84.0%
Mid-Market25.0%12.0%
Enterprise1.8%4.0%
Total page views48154
Total LLM citations74757

Applied TAM

As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.

Pros

  • Data Management
  • Features

Agency Matrix

Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team.

Pros

  • Organization
  • Data Management