G2 Vendor Directory

TLDCRM vs. Agency Matrix

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

MetricTLDCRM

by Esotech

Agency Matrix

by Zywave

Overall rating4.73.6
Review count1926
Ease of use8.98.0
Ease of setup9.58.4
Quality of support9.37.9
Meets requirements9.17.9
NPS68.42105328
Small Business57.9%84.0%
Mid-Market21.1%12.0%
Enterprise21.1%4.0%
Total page views394154
Total LLM citations765757

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

Agency Matrix

Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team.

Pros

  • Organization
  • Data Management