G2 Vendor Directory

Applied TAM

by Applied Systems

56

Reviews

3.4

Star rating

#17

Rank in Insurance Agency Management Systems

Pros and cons

Pros

  • Data Management
  • Features

Cons

  • Workflow Inefficiency
  • Outdated Design

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines for Applied TAM.

Page views and citations · Applied TAM

Source: G2 review data

Losing to

Based on reviewers of other products who said they switched from Applied TAM.

Key stats

-100.0%

-9

Small Business

1

Adoption by company size

SegmentShare of reviews
Small Business73.2%
Mid-Market25.0%
Enterprise1.8%

Quarterly history

QuarterReviewsStar rating
2026 Q213.5

Satisfaction ratings

Ease of Use7.5
Ease of Setup7.6
Quality of Support7.5
Meets Requirements7.8

What reviewers say

TAM may be a cost efficient solution

2.5

“TAM was reasonably easy to use and was not as overwhelming at first glance for new users as Epic can be. TAM has many capabilities and maybe a cost-efficient solution for smaller agencies. For an agency more interested in efficiency and advanced capabilities, Epic is definitely t”

Training and Development Manager

TAM was fine for the time, but things have advanced and Epic is the way to go.

1.5

“At the time, it was easy to use. It was heavily activity based and fairly intuitive. If you want to use open activities to control your workload, this is the way to go. However, in comparison to Epic, it is antequated in the way it looks and connects to other Applied-owned sol”

Chief Integration Officer

Tam Review

4.0

“I can hidethe inactive policies or coverages that don't pertain to me. Easy Billing”

P&C Insurance Account Executive