TrustRadius

AgentSync vs. Applied TAM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AgentSync
Score 9.0 out of 10
N/A
AgentSync aims to build a frictionless producer management tool that removes barriers to innovation, enables efficiency and scaling, and lets each stakeholder focus on doing their job better. AgentSync boasts a modern approach to managing onboarding, contracting, licensing verification and ongoing compliance management. AgentSync takes a customer-centric approach to building their producer management system. Stating that it is built on modern and flexible infrastructure, the vendor says…N/A
Applied TAM
Score 8.0 out of 10
N/A
With Applied TAM, an insurance agent can automate operations and manage client relationships. Applied TAM offers greater visibility into clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.N/A
Pricing
AgentSyncApplied TAM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AgentSyncApplied TAM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
AgentSyncApplied TAM
Considered Both Products
AgentSync

No answer on this topic

Applied TAM
Verified User
Anonymous
Chose Applied TAM
I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some …
User Ratings
AgentSyncApplied TAM
Likelihood to Recommend
-
(0 ratings)
10.0
(0 ratings)
User Testimonials
AgentSyncApplied TAM
Likelihood to Recommend
No answers on this topic
A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
Verified User
Anonymous
Read full review
Pros
No answers on this topic
  • TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
  • I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
  • Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.
Verified User
Anonymous
Read full review
Cons
No answers on this topic
  • After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.
Verified User
Anonymous
Read full review
Alternatives Considered
No answers on this topic
I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
Verified User
Anonymous
Read full review
ScreenShots