Compare Applied Epic and TLDCRM 
At a Glance
Market Segments
Small-Business (71.7% of reviews)
Small-Business (57.9% of reviews)
Entry-Level Pricing
No pricing available
$75.00 per user per month
Applied Epic
Star Rating
(1,559)4.4 out of 5
Market Segments
Small-Business (71.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicTLDCRM
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 TLDCRMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
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
1,015
8.9
17
Ease of Use
8.1
1,404
8.7
17
Ease of Setup
7.3
989
9.4
13
Ease of Admin
7.7
441
9.2
13
Quality of Support
8.8
977
9.2
17
Has the product been a good partner in doing business?
8.6
457
9.7
13
Product Direction (% positive)
8.6
1,007
8.6
17
Features by Category
Administration
7.5
712
Not enough data
8.4
783
Not enough data
8.0
721
Not enough data
7.1
649
Not enough data
7.8
769
Not enough data
7.3
614
Not enough data
8.0
768
Not enough data
8.4
781
Not enough data
Insurance Documentation
8.0
728
Not enough data
8.9
816
Not enough data
8.1
752
Not enough data
7.7
654
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
31.6%
Telecommunications
10.5%
Information Technology and Services
10.5%
Computer Software
10.5%
Retail
5.3%
Other
31.6%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
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...Read 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
Do you provide a softphone for your VoIP / SIP service?
1 Comment
Official Response from TLDCRM
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...Read more
Do you provide a dialer?
1 Comment
Official Response from TLDCRM
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...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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