Agency Matrix vs. TLDCRM
A side-by-side comparison based on G2 review data.
| Metric | Agency Matrix | TLDCRM |
|---|---|---|
| Overall rating | 3.6 | 4.7 |
| Review count | 26 | 19 |
| Ease of use | 8.0 | 8.9 |
| Ease of setup | 8.4 | 9.5 |
| Quality of support | 7.9 | 9.3 |
| Meets requirements | 7.9 | 9.1 |
| NPS | 28 | 68.421053 |
| Small Business | 84.0% | 57.9% |
| Mid-Market | 12.0% | 21.1% |
| Enterprise | 4.0% | 21.1% |
| Total page views | 154 | 394 |
| Total LLM citations | 757 | 765 |
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.
- Organization
- Data Management
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.
- Tracking
- Data Management