--- description: Review of Applied TAM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Applied TAM | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Claims Processing Software](/directory/4761/claims-processing-software/software) > [Applied TAM](/software/42491/applied-tam) # Applied TAM Canonical: https://www.softwareadvice.co.nz/software/42491/applied-tam Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/42491/applied-tam?page=2) > 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. > > Verdict: Rated **3.8/5** by 8 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.8/5** | 8 Reviews | | Ease of Use | 3.5/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 3.4/5 | Based on overall reviews | | Features | 3.1/5 | Based on overall reviews | | Recommendation percentage | 50% | (5/10 Likelihood to recommend) | ## About the vendor - **Company**: Applied Systems - **Location**: University Park, US - **Founded**: 2016 ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Please contact Applied Systems for details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Accounting Integration - Alerts/Notifications - Compliance Management - Policy Management - Self Service Portal - Task Scheduling ## Integrations (2 total) - Microsoft SharePoint - Oracle PeopleSoft ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Claims Processing Software](https://www.softwareadvice.co.nz/directory/4761/claims-processing-software/software) ## Related Categories - [Claims Processing Software](https://www.softwareadvice.co.nz/directory/4761/claims-processing-software/software) - [Claims Management Software](https://www.softwareadvice.co.nz/directory/3405/claims-management/software) ## Alternatives 1. [Anagram](https://www.softwareadvice.co.nz/software/180886/patch) — 4.7/5 (56 reviews) 2. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 3. [BriteCore](https://www.softwareadvice.co.nz/software/128209/britecore) — 4.3/5 (3 reviews) 4. [NowCerts](https://www.softwareadvice.co.nz/software/64793/nowcerts) — 4.8/5 (150 reviews) 5. [Macaw](https://www.softwareadvice.co.nz/software/266247/macaw) — 3.6/5 (22 reviews) ## Reviews ### "Viable option for some organizations." — 4.0/5 > **Adam** | *26 January 2021* | Insurance | Recommendation rating: 7.0/10 > > **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. > > 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. ----- ### "Overall experience" — 4.0/5 > **Andrea** | *16 May 2023* | Insurance | Recommendation rating: 5.0/10 > > **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. > > Applied Tam needs more flexibility overall , but accounting in general works well. ----- ### "Served its purpose" — 3.0/5 > **Samantha** | *12 November 2025* | Insurance | Recommendation rating: 2.0/10 > > **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 > > Overall TAM served its purpose but it is outdated, clunky and not as good as newer systems from Applied ----- ### "Outdated System" — 4.0/5 > **Nicholas** | *12 January 2024* | Insurance | Recommendation rating: 0.0/10 > > **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. > > 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. ----- ### "Best software for independent property and casualty insurance agency management" — 5.0/5 > **Stephen** | *22 April 2022* | Insurance | Recommendation rating: 9.0/10 > > **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 ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/42491/applied-tam?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/42491/applied-tam) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data