Compare Applied Epic and Applied TAM

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At a Glance
Applied Epic
Applied Epic
Star Rating
(1,054)4.4 out of 5
Market Segments
Small-Business (81.2% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Applied Epic
Applied TAM
Applied TAM
Star Rating
(55)3.4 out of 5
Market Segments
Small-Business (72.7% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Applied TAM
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Applied Epic excels in Quality of Support with a score of 8.8, while Applied TAM falls short with a score of 7.1. Reviewers mention that the support team is responsive and knowledgeable, making it easier to resolve issues quickly.
  • Reviewers say that Applied Epic offers superior Reporting & Dashboards capabilities, scoring 7.8 compared to Applied TAM's 6.2. Users appreciate the intuitive dashboard that provides real-time insights into their operations.
  • Users on G2 highlight that Applied Epic's Claims Management features are robust, scoring 8.0, while Applied TAM only scores 6.0. Reviewers mention the automated workflow management and real-time claim tracking as standout features that streamline the claims process.
  • G2 users indicate that Applied Epic shines in Email Integration with a score of 8.1, whereas Applied TAM scores 6.8. Users report that the seamless integration with email systems enhances communication and efficiency.
  • Reviewers mention that Applied Epic's Policy Management is highly rated at 8.9, compared to Applied TAM's 8.1. Users appreciate the comprehensive tools for managing policies effectively, which contribute to better customer service.
  • Users say that while Applied TAM has decent Task Management features with a score of 7.1, Applied Epic outperforms with a score of 8.4. Reviewers highlight the ease of task assignment and collaboration as key benefits in Applied Epic.
Featured Products
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
Applied TAM
No pricing available
Free Trial
Applied Epic
No trial information available
Applied TAM
No trial information available
Ratings
Meets Requirements
8.6
916
7.4
50
Ease of Use
8.0
926
7.1
50
Ease of Setup
7.0
543
7.1
14
Ease of Admin
7.7
398
7.1
14
Quality of Support
8.8
879
7.1
50
Has the product been a good partner in doing business?
8.6
412
8.2
14
Product Direction (% positive)
8.5
908
5.1
48
Features by Category
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
8.0
4,946
Not enough data
Platform Administration
7.3
321
Not enough data
8.5
440
Not enough data
8.2
446
Not enough data
7.3
372
Not enough data
8.1
412
Not enough data
7.8
409
Not enough data
8.5
436
Not enough data
Platform Basics
7.8
426
Not enough data
Platform Documentation
7.7
375
Not enough data
8.1
430
Not enough data
8.9
456
Not enough data
8.1
423
Not enough data
Insurance Claims ManagementHide 14 FeaturesShow 14 Features
6.8
428
Not enough data
Claims Submission - Insurance Claims Management
8.2
31
Not enough data
6.8
31
Not enough data
Claims Processing - Insurance Claims Management
7.3
31
Not enough data
8.1
31
Not enough data
6.8
30
Not enough data
Claims Tracking - Insurance Claims Management
7.7
32
Not enough data
6.8
30
Not enough data
Claims Settlement- Insurance Claims Management
6.0
30
Not enough data
6.3
30
Not enough data
6.0
30
Not enough data
Risk Management - Insurance Claims Management
6.3
30
Not enough data
5.9
30
Not enough data
Analytics and reporting - Insurance Claims Management
6.3
31
Not enough data
6.5
31
Not enough data
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
8.0
7,798
6.6
151
Administration
7.6
633
6.5
9
8.5
704
7.2
13
8.1
642
6.7
11
7.1
573
5.0
10
7.8
686
6.2
14
7.4
535
6.5
10
8.0
688
6.8
14
8.4
703
7.1
15
Insurance Documentation
8.0
652
6.0
12
8.9
734
8.1
17
8.1
672
7.2
15
7.7
576
5.6
11
Categories
Categories
Shared Categories
Applied Epic
Applied Epic
Applied TAM
Applied TAM
Applied Epic and Applied TAM are categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
Applied Epic
Applied Epic
Small-Business(50 or fewer emp.)
81.2%
Mid-Market(51-1000 emp.)
17.4%
Enterprise(> 1000 emp.)
1.4%
Applied TAM
Applied TAM
Small-Business(50 or fewer emp.)
72.7%
Mid-Market(51-1000 emp.)
25.5%
Enterprise(> 1000 emp.)
1.8%
Reviewers' Industry
Applied Epic
Applied Epic
Insurance
94.2%
Accounting
2.6%
Financial Services
0.9%
Construction
0.6%
Information Technology and Services
0.2%
Other
1.5%
Applied TAM
Applied TAM
Insurance
96.4%
Accounting
3.6%
Other
0.0%
Most Helpful Reviews
Applied Epic
Applied Epic
Most Helpful Favorable Review
SE
Sara E.
Verified User in Insurance

I love how intuitive the system is with most things. This is one of the only systems that gives a lot of thought to how commercial producers/servicers will use it - most other systems only cater to personal lines, with commercial lines being an...

Most Helpful Critical Review
CM
Caden M.
Verified User in Insurance

Many of the users giving good reviews have limited tech experience and don't know how much better it could be. The system is clunky. Ever simple task has 3-5 supporting tasks that go with it. There is no such thing as a 1 - 3 click piece to this system. We...

Applied TAM
Applied TAM
Most Helpful Favorable Review
Elizabeth Anne S.
ES
Elizabeth Anne S.
Verified User in Insurance

I love that it’s user friendly. I have been a Commercial CSR for over 18 years & TAM is my favorite over all the other Agency Management Systems.

Most Helpful Critical Review
Verified User in Insurance
GI
Verified User in Insurance

Certificate capability, need to be able to alphabetize. Should easily be able to see policies/endorsements specific to a policy with updated premiums.

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Applied Epic
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Applied TAM
Applied TAM Alternatives
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Discussions
Applied Epic
Applied Epic Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 comments
MP
Certainly! Please provide the text in the Unknown Language that you would like me to translate into English.Read more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 comments
Tina B.
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Applied TAM
Applied TAM Discussions
Monty the Mongoose crying
Applied TAM has no discussions with answers