# 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/pricing

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# 

 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.

[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

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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

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

Highest Rated

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$200.00

Per User, Per Month

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

Contact vendor for pricing

[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/)

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