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Compare Applied Epic and Applied TAM 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicApplied TAM
Star Rating
(55)3.4 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied TAMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, boasting a significantly higher score compared to Applied TAM. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that Applied TAM is recognized for its user-friendly interface, making it easy to manage client information and billing. However, it struggles to keep pace with the advanced functionalities and integrations that Applied Epic offers, which can enhance productivity for users looking for more comprehensive solutions.
- Reviewers mention that Applied Epic provides exceptional support and resources, with many finding the online tutorials particularly helpful for navigating workflows and client management. In contrast, users of Applied TAM have expressed a desire for more extensive support options to address their needs effectively.
- According to verified reviews, Applied Epic's commitment to evolving technology, including investments in AI, has impressed users. This evolution allows for seamless integration with tools like Office 365 and Adobe, which is a significant advantage over Applied TAM, where users have noted limitations in integration capabilities.
- Users highlight that while both products cater primarily to small businesses, Applied Epic's higher ratings in areas like task management and reporting tools indicate a more robust offering for users who require detailed analytics and efficient task handling compared to Applied TAM.
- G2 reviewers note that Applied TAM, while appreciated for its straightforward approach, may not meet the evolving needs of users who require more advanced features and flexibility, which Applied Epic consistently delivers, making it a more future-proof choice for growing agencies.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableApplied TAM
No pricing availableFree Trial
Applied Epic
No trial information availableApplied TAM
No trial information availableRatings
Meets Requirements
8.6
1,013
7.4
50
Ease of Use
8.1
1,402
7.1
50
Ease of Setup
7.3
987
7.1
14
Ease of Admin
7.7
441
7.1
14
Quality of Support
8.8
975
7.1
50
Has the product been a good partner in doing business?
8.6
457
8.2
14
Product Direction (% positive)
8.6
1,005
5.1
48
Features by Category
Administration
7.5
710
6.5
9
8.4
783
7.2
13
8.0
720
6.7
11
7.1
649
5.0
10
7.8
768
6.2
14
7.3
612
6.5
10
8.0
767
6.8
14
8.4
779
7.1
15
Insurance Documentation
8.0
727
6.0
12
8.9
814
8.1
17
8.1
751
7.2
15
7.7
654
5.6
11
Categories
Categories
Shared Categories
Applied Epic and Applied TAM are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Applied TAM has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Applied TAM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
96.4%
Accounting
3.6%
‐
‐
‐
Other
0.0%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead 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
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 has no discussions with answers
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