G2 Vendor Directory

Partner Platform vs. TLDCRM

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

MetricPartner Platform

by Zywave

TLDCRM

by Esotech

Overall rating3.54.7
Review count2419
Ease of use7.38.9
Ease of setup7.49.5
Quality of support7.79.3
Meets requirements7.89.1
NPS13.63636468.421053
Small Business95.8%57.9%
Mid-Market0.0%21.1%
Enterprise4.2%21.1%
Total page views158394
Total LLM citations203765

Partner Platform

Partner Platform is an agency management system (AMS) built for commercial and personal lines P&C agencies. It manages complex commercial accounts, runs built-in insurance accounting with a full General Ledger, connects to carriers for policy downloads, and handles the full client and policy lifecycle — all in a modern platform. If you're running a mid-market P&C agency, your AMS is either your biggest asset or your biggest bottleneck.

Pros

    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