Compare AgencySmart and TLDCRM 
Featured Products
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (57.9% of reviews)
Entry-Level Pricing
$49.00
$75.00 per user per month
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00
Browse all 13 pricing plansTLDCRM
Star Rating
(19)4.7 out of 5
Market Segments
Small-Business (57.9% of reviews)
Pros & Cons
Entry-Level Pricing
$75.00 per user per month
Learn more about TLDCRMAgencySmart vs TLDCRM
When assessing the two solutions, reviewers found AgencySmart easier to use, set up, and administer. Reviewers also preferred doing business with AgencySmart overall.
- Reviewers felt that AgencySmart meets the needs of their business better than TLDCRM.
- When comparing quality of ongoing product support, reviewers felt that AgencySmart is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of AgencySmart over TLDCRM.
Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
TLDCRM
Agency
$75.00
per user per month
Our standard Agency plan lets you scale up or down at the end of the month.
No long term contracts. Free Softphone.
Free Backups of Recordings and Documents.
HIPPA / PCI Compliant.
- Setup Fee: $500.00
- Minutes: 2c / minute
- Dialer: $25 per user per month
Free Trial
AgencySmart
Free Trial is available
TLDCRM
No trial information availableRatings
Meets Requirements
9.8
27
8.9
17
Ease of Use
9.8
28
8.7
17
Ease of Setup
9.5
18
9.4
13
Ease of Admin
9.5
18
9.2
13
Quality of Support
9.6
31
9.2
17
Has the product been a good partner in doing business?
9.9
18
9.7
13
Product Direction (% positive)
10.0
27
8.6
17
Features by Category
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Platform Administration
Feature Not Available
Not enough data
9.4
17
Not enough data
8.5
17
Not enough data
8.8
18
Not enough data
9.7
17
Not enough data
9.2
12
Not enough data
9.6
19
Not enough data
Platform Basics
9.5
18
Not enough data
Platform Documentation
8.5
13
Not enough data
Feature Not Available
Not enough data
9.8
19
Not enough data
8.6
16
Not enough data
Administration
Not enough data
Not enough data
9.5
7
Not enough data
9.7
6
Not enough data
9.5
7
Not enough data
10.0
6
Not enough data
Not enough data
Not enough data
8.9
6
Not enough data
8.8
7
Not enough data
Insurance Documentation
Not enough data
Not enough data
10.0
7
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
Categories
Categories
Shared Categories
AgencySmart and TLDCRM are categorized as Insurance Agency Management Systems
Unique Categories
AgencySmart is categorized as Health Insurance Software, Life Insurance Policy Administration Systems, and Life & Health Insurance Agency Management
TLDCRM has no unique categories
Reviews
Reviewers' Company Size
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TLDCRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Insurance
31.6%
Telecommunications
10.5%
Information Technology and Services
10.5%
Computer Software
10.5%
Retail
5.3%
Other
31.6%
Discussions
What is AgencySmart used for?
1 Comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
Is your contract month to month or yearly?
1 Comment
Official Response from TLDCRM
Our subscription service is month to month. You can add seats any time. At the end of the month you can downscale and you can cancel anytime. This allows you...Read more
Does it matter where I am located?
1 Comment
Official Response from TLDCRM
We service call centers from all over the country, and some with fronter offices worldwide! Our system works anywhere you have access to internet.Read more
Do you give commisions on referrals?
1 Comment
Official Response from TLDCRM
Absolutely! We offer 10% lifetime commissions. As long as the client keeps paying, you get paid. Commissions are based on client seats and minute usage as...Read more
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