G2 Vendor Directory

TLDCRM vs. Applied Epic

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

MetricTLDCRM

by Esotech

Applied Epic

by Applied Systems

Overall rating4.74.4
Review count192,192
Ease of use8.98.4
Ease of setup9.57.8
Quality of support9.38.9
Meets requirements9.18.8
NPS68.42105359.082308
Small Business57.9%68.8%
Mid-Market21.1%25.7%
Enterprise21.1%5.5%
Total page views3947,988
Total LLM citations76518,814

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

Applied Epic

Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform.

Pros

  • Ease of Use
  • Features
  • Efficiency
  • Data Management
  • Organization
  • Workflow Efficiency