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Compare Applied Epic and TLDCRM 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (61.1% of reviews)
Entry-Level Pricing
No pricing available
$75.00 per user per month
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicTLDCRM
Star Rating
(18)4.7 out of 5
Market Segments
Small-Business (61.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$75.00 per user per month
Learn more about TLDCRMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that TLDCRM excels in ease of setup with a score of 9.4, making it a preferred choice for small businesses looking for a quick implementation, while Applied Epic's lower score of 6.9 indicates a more complex setup process that may require additional time and resources.
- Reviewers mention that TLDCRM's quality of support is highly rated at 9.4, with many users appreciating the responsive customer service, whereas Applied Epic, with a score of 8.8, has received feedback indicating that support could be more timely and effective.
- G2 users highlight TLDCRM's superior task management capabilities, scoring 8.5, which allows for better organization and tracking of tasks compared to Applied Epic's score of 7.1, where users feel the task management features could be more robust.
- Users on G2 report that TLDCRM's email integration is rated at 8.3, facilitating seamless communication, while Applied Epic's score of 8.1 suggests it offers decent integration but may lack some advanced features that TLDCRM provides.
- Reviewers say that TLDCRM shines in its claims management features, scoring 8.0, with users appreciating the automated workflow management and real-time claim tracking, whereas Applied Epic, while still functional, has a lower score of 8.2, indicating it may not be as efficient in handling claims.
- Users report that TLDCRM's overall product direction is positively viewed at 9.3, suggesting a strong commitment to continuous improvement, while Applied Epic's score of 8.6 indicates that users are somewhat less confident in the future development of the product.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableTLDCRM
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
Applied Epic
No trial information availableTLDCRM
No trial information availableRatings
Meets Requirements
8.6
1,012
9.1
16
Ease of Use
8.1
1,401
8.9
16
Ease of Setup
7.3
986
9.4
13
Ease of Admin
7.7
440
9.2
13
Quality of Support
8.8
974
9.4
16
Has the product been a good partner in doing business?
8.6
457
9.7
13
Product Direction (% positive)
8.6
1,004
9.3
16
Features by Category
Administration
7.5
709
Not enough data
8.5
782
Not enough data
8.0
719
Not enough data
7.1
648
Not enough data
7.8
767
Not enough data
7.3
611
Not enough data
8.0
766
Not enough data
8.4
778
Not enough data
Insurance Documentation
8.0
726
Not enough data
8.9
813
Not enough data
8.1
750
Not enough data
7.7
653
Not enough data
Categories
Categories
Shared Categories
Applied Epic and TLDCRM are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
TLDCRM has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
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
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
27.8%
Telecommunications
11.1%
Information Technology and Services
11.1%
Computer Software
11.1%
Retail
5.6%
Other
33.3%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
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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