Applied TAM
3.3
53
Applied TAM is a management system that provides visibility into clients and day-to-day operations. It is widely used and second only to Applied Epic in popularity.
Strengths
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Customizable workflows
Allows for tailored workflows to fit specific agency needs
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Comprehensive reporting
Provides detailed reports on agency performance and customer data
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Integration capabilities
Can integrate with other software and services for a seamless experience
Weaknesses
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Steep learning curve
May take time for users to fully understand and utilize all features
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Limited mobile access
Mobile app is not as robust as desktop version
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High cost
May be expensive for smaller agencies or those on a tight budget
Opportunities
- Can be used by agencies in various industries beyond insurance
- Can continue to develop and improve automation features for increased efficiency
- Could offer a cloud-based version for easier access and scalability
Threats
- May face competition from other agency management software providers
- Changes in regulations could require updates to the software
- Potential for data breaches or cyber attacks could harm reputation and customer trust
Ask anything of Applied TAM with Workflos AI Assistant
http://www.appliedsystems.com
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Applied TAM Plan
Applied TAM offers a tiered pricing model with three versions, Basic, Standard, and Professional, starting at $100 per user per month.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
