Applied TAM vs. QQCatalyst

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
QQCatalyst
Score 4.5 out of 10
N/A
QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.N/A
Pricing
Applied TAMQQCatalyst
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied TAMQQCatalyst
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
Applied TAMQQCatalyst
Considered Both Products
Applied TAM
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 …
QQCatalyst
Chose QQCatalyst
HawkSoft is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than HawkSoft. As of the date of this review.
Chose QQCatalyst
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came …
User Ratings
Applied TAMQQCatalyst
Likelihood to Recommend
10.0
(0 ratings)
7.0
(0 ratings)
User Testimonials
Applied TAMQQCatalyst
Likelihood to Recommend
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.
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I used NowCerts and also HawkSoft. QQCatalyst is just easier to navigate, process changes, send certificates of insurance and just get policy information. HawkSoft is a good system but their niche is personal lines. I can create Premium Finance Companies and MGA's with QQCatalyst and NowCerts, not with HawkSoft. QQCatalyst and NowCerts are 100% cloud based. If you have a lot of personal lines clients, then QQCatalyst is not a good option. QQCatalyst needs to update the Acord 25 form in their system so we can actually use all the spaces provided by the Acord company; right now we cant enter information for insurance company "F" anywhere using QQCatalyst.
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Pros
  • 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.
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  • Excellent user interface
  • Easy-to-read information
  • Provides good overview of the agency's active book
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Cons
  • 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.
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  • Marketing platform needs work
  • Inability to fill multiple accords at the same time
  • Email from QQCatalyst could use some work
  • No invoicing feature
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Alternatives Considered
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.
Read full review
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came out with the management platform a year or so later we strongly considered making the switch. EZlynx is an excellent management system but given the price to transfer data from one platform to the other we decided not to proceed. Lastly HawkSoft has gone through quite a few changes over the year and though they've really beefed up the backend I'm still not a fan of the user interface. All three systems are excellent options, really boils down to preference and affordability which is why we went with QQCatalyst as it fit the bill across the board.
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Return on Investment
No answers on this topic
  • Efficient client management with the carrier download functions
  • Easy to export data allowing us to drill down into our book of business & future marketing opportunities
  • Affordable
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ScreenShots