G2 Vendor Directory

AIM vs. TLDCRM

A side-by-side comparison based on G2 review data.

MetricAIM

by Vertafore

TLDCRM

by Esotech

Overall rating3.84.7
Review count1819
Ease of use7.78.9
Ease of setup7.19.5
Quality of support8.69.3
Meets requirements9.09.1
NPS5.55555668.421053
Small Business50.0%57.9%
Mid-Market50.0%21.1%
Enterprise0.0%21.1%
Total page views188394
Total LLM citations306765

AIM

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers.

Pros

  • Accounting Features
  • Ease of Use
  • Accounting
  • Helpful
  • Customer Support
  • Organization

TLDCRM

Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service.

Pros

  • Tracking
  • Data Management