G2 Vendor Directory

TLDCRM vs. Partner Platform

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

MetricTLDCRM

by Esotech

Partner Platform

by Zywave

Overall rating4.73.5
Review count1924
Ease of use8.97.3
Ease of setup9.57.4
Quality of support9.37.7
Meets requirements9.17.8
NPS68.42105313.636364
Small Business57.9%95.8%
Mid-Market21.1%0.0%
Enterprise21.1%4.2%
Total page views394158
Total LLM citations765203

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

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