# Applied Epic vs TLDCRM Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, reflected in its high G2 Score of 94.94, compared to TLDCRM's score of 34.63. This suggests that users find Applied Epic to be a more reliable choice for their insurance agency management needs. - **Users say** that TLDCRM offers an impressive ease of setup, with many praising its intuitive onboarding process. One user highlighted how the system makes tracking their book of business easy, showcasing its user-friendly design. - **Reviewers mention** that Applied Epic has a wealth of resources for users, including helpful online tutorials that simplify workflows and client management. This support is crucial for ensuring that users can maximize the platform's capabilities during implementation. - **According to verified reviews** , TLDCRM stands out for its exceptional customer support, with users noting the availability of 24/7 real-time assistance. This level of support is particularly beneficial for businesses that require immediate help with their CRM needs. - **Users highlight** that Applied Epic's advanced features, such as its AI integration and seamless compatibility with Office 365 and Adobe tools, significantly enhance productivity. This technological evolution is a key factor for users looking for a future-proof solution. - **G2 reviewers indicate** that while TLDCRM is particularly well-suited for small businesses, Applied Epic has a broader market presence and a larger user base, which may provide more community support and shared knowledge among users. | | Applied Epic | TLDCRM | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | | **Total Reviews** | 1,564 | 19 | | **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (57.9% of reviews) | | **Entry Level Price** | No pricing available | $75.00 per user per month | --- ## Top Pros & Cons ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) ### TLDCRM Pros: - Data Management (1 reviews) - Tracking (1 reviews) Cons: - Inconsistency (1 reviews) --- ## Ratings Comparison | Rating | Applied Epic | TLDCRM | |---|---|---| | **Meets Requirements** | 8.6 (1019 reviews) | 8.9 (17 reviews) | | **Ease of Use** | 8.1 (1410 reviews) | 8.7 (17 reviews) | | **Ease of Setup** | 7.3 (994 reviews) | 9.4 (13 reviews) | | **Ease of Admin** | 7.7 (441 reviews) | 9.2 (13 reviews) | | **Quality of Support** | 8.8 (980 reviews) | 9.2 (17 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 9.7 (13 reviews) | | **Product Direction (% positive)** | 8.5 (1011 reviews) | 8.6 (17 reviews) | --- ## Pricing ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available ### TLDCRM #### Entry-Level Pricing Plan: Agency Price: $75.00 per user per month Description: 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. Key Features: - Setup Fee: $500.00 - Minutes: 2c / minute - Dialer: $25 per user per month [Learn more about TLDCRM](https://www.g2.com/products/tldcrm/reviews) #### Free Trial No --- ## Features Comparison By Category ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **Applied Epic** | 7.9/10 | 866 | | **TLDCRM** | N/A | N/A | #### Administration | Feature | Applied Epic | TLDCRM | |---|---|---| | **Accounting** | 7.5 (716 reviews) | Not enough data | | **Contact Management** | 8.5 (786 reviews) | Not enough data | | **Commissions** | 8.0 (723 reviews) | Not enough data | | **Sales Tools** | 7.1 (650 reviews) | Not enough data | | **Reporting & Dashboards** | 7.8 (771 reviews) | Not enough data | | **Payment Processing** | 7.3 (614 reviews) | Not enough data | | **Email Integration** | 8.0 (773 reviews) | Not enough data | | **Task Management** | 8.4 (782 reviews) | Not enough data | #### Insurance Documentation | Feature | Applied Epic | TLDCRM | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | Not enough data | | **Policy Management** | 8.8 (821 reviews) | Not enough data | | **Invoicing & Receipts** | 8.1 (755 reviews) | Not enough data | | **Electronic Signatures** | 7.7 (655 reviews) | Not enough data | --- ## Categories **Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) --- ## Reviewer Demographics ### By Company Size | Segment | Applied Epic | TLDCRM | |---|---|---| | **Small-Business** | 71.6% | 57.9% | | **Mid-Market** | 23.7% | 21.1% | | **Enterprise** | 4.8% | 21.1% | ### By Industry #### Applied Epic - **Insurance:** 91.7% - **Accounting:** 3.6% - **Construction:** 1.1% - **Financial Services:** 0.7% - **Information Technology and Services:** 0.3% - **Automotive:** 0.2% - **Banking:** 0.2% - **Commercial Real Estate:** 0.2% - **Consumer Services:** 0.2% - **Airlines/Aviation:** 0.1% - **Other:** 1.7% #### TLDCRM - **Insurance:** 31.6% - **Telecommunications:** 10.5% - **Information Technology and Services:** 10.5% - **Computer Software:** 10.5% - **Retail:** 5.3% - **Restaurants:** 5.3% - **Management Consulting:** 5.3% - **Higher Education:** 5.3% - **Health, Wellness and Fitness:** 5.3% - **Environmental Services:** 5.3% - **Other:** 5.3% --- ## Alternatives ### Alternatives to Applied Epic - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (565 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) ### Alternatives to TLDCRM - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (565 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) --- ## Top Discussions ### Applied Epic - Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote > **Top comment:** "We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set..." - Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote > **Top comment:** "Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes." - Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both." - Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..." - Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote > **Top comment:** "We use line status to track new business. You probably have a specific line status you use for new business right? This status is available in the..." ### TLDCRM - Title: [Do you provide a softphone for your VoIP / SIP service?](https://www.g2.com/discussions/phone) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes we do! It's called TLDSIP. When you get setup with our phone service we provide you with multiple accounts with specific permissions to run your call..." - Title: [Do you provide a dialer?](https://www.g2.com/discussions/dialer) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "No, unfortunately we do not have an in house dialer service...yet. We integrate with pretty much any third party dialer out there with our robust relay..." - Title: [Do you give commisions on referrals?](https://www.g2.com/discussions/referrals) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "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..." - Title: [Does it matter where I am located?](https://www.g2.com/discussions/location) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "We service call centers from all over the country, and some with fronter offices worldwide! Our system works anywhere you have access to internet." - Title: [Is your contract month to month or yearly?](https://www.g2.com/discussions/contracts-ee6d6efa-1ecd-47d9-80ec-6d4e98331459) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "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..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-tldcrm)