# Applied TAM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Applied TAM Software - reviews, pricing plans, popular comparisons to other Claims Processing products and more. Source: https://www.capterra.com/p/212588/Applied-TAM --- # Applied TAM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Applied TAM ## What is Applied TAM? Applied TAM is an insurance agency management system software that streamlines operations and connects agents with insurer partners to automate policy servicing. The software provides workflow automation, omnichannel customer service, and single sign-on connectivity. Key features include workflow creation, marketing campaigns, task automation, customer self-service integration, and carrier connectivity. ## What is Applied TAM used for? [Claims Processing](https://www.capterra.com/claims-processing-software/) Top alternative Featured Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Applied TAM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.appliedsystems.com/&name=Applied TAM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Applied TAM 3.8 (8) VS. [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting Price Contact vendor Starting Price $27 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (8) Ease Of Use 4.6 (56) Value For Money 3.4 (5) Value For Money 4.6 (48) Customer Service 4.1 (7) Customer Service 4.7 (54) ## Applied TAM alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/212588/Applied-TAM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Integration 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system Self Service Portal 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information Task Scheduling 4.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Policy Management Create, manage, and track policies and procedures within an organization Applied TAM 6 features Integrate with a third-party accounting system Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Track and manage adherence to policies for any service, product, process, or supplier Create, manage, and track policies and procedures within an organization Online portal through which end users can access the system, manage tasks, or obtain information Track and manage the scheduling of tasks Features 3.1 (8) 3.1 Based on 8 reviews ## Pricing Value for money 3.4 (5) ### Starting price Contact vendor for pricing Free trial not available Value for money 3.4 (5) 3.4 Based on 5 reviews ## Integrations [ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Oracle PeopleSoft](https://www.capterra.com/p/155958/Oracle-PeopleSoft/) ## Support, customer service and training options Customer Service 4.1 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (7) 4.1 Based on 7 reviews ## User reviews Overall rating 3.8 Based on 8 reviews Filter by rating 5(1) 4(4) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent SE Samantha E. Sales Rep Insurance ### "Served its purpose " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 2/10 November 12, 2025 Overall TAM served its purpose but it is outdated, clunky and not as good as newer systems from Applied 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NR Nicholas R. Licensed Agent Insurance ### "Outdated System" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 January 12, 2024 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Andrea B. VP finance Insurance ### "Overall experience " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 May 16, 2023 Applied Tam needs more flexibility overall , but accounting in general works well. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SR Stephen R. President Insurance ### "Best software for independent property and casualty insurance agency management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 22, 2022 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Klaudia C. Insurance Broker Insurance ### "Getting a Little Outdated..." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 November 9, 2021 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NC Nick C. Commercial Client Associate Insurance ### "Easy to learn, " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 24, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AF Adam F. Operations Manager Insurance ### "Viable option for some organizations." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 January 26, 2021 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NB Nathan B. Senior Project Manager ### "Enterprise level organization for agencies" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 January 22, 2018 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/212588/Applied-TAM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)