Applied TAM vs. Life Design Analysis

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.

Incentivized

We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.

Incentivized

• 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.

Incentivized

• Comparisons
• Quotes
• Needs Analysis
• Policy notifications for updates, renewals, anniversary dates
• Online client presentations
• In Force policy automation
• Lead Generation

Incentivized

• 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.

Incentivized

• It can be pricey for a start up to get access to all the features, however the payback is worth it.
• Learning curve - As with any new software, there is a learning curve but training is available.
• So many features - make sure you take the time to find out all the features available and how to use them.

Incentivized

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.

Incentivized

I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.

Incentivized

• This software has paid for itself many times over
• Has doubled conversion rates
• It has upped our financial planning game

Incentivized