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Applied Epic vs Applied TAM Comparison (2026)

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Applied Epic logo

Applied Epic

Applied TAM logo

Applied TAM

Overview

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

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