# Applied TAM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Applied TAM the right Claims Processing solution for you? Explore 8 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/212588/Applied-TAM/reviews

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Applied TAM

3.8 (8)

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Last updated March 13th, 2026

# Reviews of Applied TAM

Ease of use

3.5

Customer Service

4.1

## Showing most helpful reviews

Showing 1-8 of 8 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AF

Adam F.  
Operations Manager  
Insurance  
Used the software for: 2+ years

### "Viable option for some organizations."

January 26, 2021

4.0

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

AB

Andrea B.  
VP finance  
Insurance  
Used the software for: 2+ years

### "Overall experience "

May 16, 2023

4.0

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.

Reason for choosing Applied TAM

We are switched from Applied Tam to a Salesforce based management system

Review Source

SE

Samantha E.  
Sales Rep  
Insurance  
Used the software for: 2+ years

### "Served its purpose "

November 12, 2025

3.0

Overall TAM served its purpose but it is outdated, clunky and not as good as newer systems from Applied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It is very outdated and the web based systems are more effective and easier to use than TAM and the functionality is better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

NR

Nicholas R.  
Licensed Agent  
Insurance  
Used the software for: 2+ years

### "Outdated System"

January 12, 2024

4.0

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

SR

Stephen R.  
President  
Insurance  
Used the software for: 2+ years

### "Best software for independent property and casualty insurance agency management"

April 22, 2022

5.0

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

KC

Klaudia C.  
Insurance Broker  
Insurance  
Used the software for: 2+ years

### "Getting a Little Outdated..."

November 9, 2021

3.0

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

NB

Nathan B.  
Senior Project Manager  
  
Used the software for: 1-2 years

### "Enterprise level organization for agencies"

January 22, 2018

3.0

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

NC

Nick C.  
Commercial Client Associate  
Insurance  
Used the software for: 6-12 months

### "Easy to learn, "

May 24, 2021

4.0

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

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