TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Applied TAM

    Score8 out of 10
    N/AWith 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

    HawkSoft

    Score10 out of 10
    N/AHawkSoft offers their insurance agency management software on a contract free monthly basis, and describe it as a highly accessible on mobile devices and an efficient document management system, presenting these among other features.N/A
    Pricing
    Applied TAMHawkSoft
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Applied TAMHawkSoft
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsNo required contracts. No termination fees. Your always own your own data.
    More Pricing Information
    User Ratings
    Applied TAMHawkSoft
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Applied TAMHawkSoft
    Likelihood to Recommend
    Applied Systems
    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
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    HawkSoft
    No answers on this topic
    Pros
    Applied Systems
    • 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
    Read full review
    HawkSoft
    No answers on this topic
    Cons
    Applied Systems
    • 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
    Read full review
    HawkSoft
    No answers on this topic
    Alternatives Considered
    Applied Systems
    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
    Read full review
    HawkSoft
    No answers on this topic
    ScreenShots

    HawkSoft Screenshots

    Screenshot of Start page. Dashboard to see tasks, calendar, to dos, and customized agency announcements. Access policy details in 3 clicks or less.Screenshot of Agency Intelligence - advanced reporting suite at no additional cost. Part of core package.Screenshot of Sales & Retention.  Dive down into client details in 2 clicks.