Compare Applied Epic and TLDCRM 
At a Glance
Market Segments
Small-Business (81.2% of reviews)
Small-Business (61.1% of reviews)
Entry-Level Pricing
No pricing available
$75.00 per user per month
Applied Epic
Star Rating
(1,051)4.4 out of 5
Market Segments
Small-Business (81.2% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Applied EpicTLDCRM
Star Rating
(18)4.7 out of 5
Market Segments
Small-Business (61.1% of reviews)
Entry-Level Pricing
$75.00 per user per month
Learn more about TLDCRMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that TLDCRM excels in ease of setup with a score of 9.4, making it a preferred choice for small businesses looking for a quick implementation, while Applied Epic's lower score of 6.9 indicates a more complex setup process that may require additional time and resources.
- Reviewers mention that TLDCRM offers superior quality of support, scoring 9.4, which users appreciate for its responsiveness and helpfulness, whereas Applied Epic, with a score of 8.8, is seen as adequate but not as robust in support services.
- G2 users highlight TLDCRM's strong performance in task management with a score of 8.5, allowing for efficient workflow organization, while Applied Epic's score of 7.1 suggests it may lack some advanced task management features that users desire.
- Users on G2 report that TLDCRM's contact management features score 8.5, providing a user-friendly interface and effective organization, whereas Applied Epic's score of 8.4 indicates it is slightly less intuitive, which may affect user experience.
- Reviewers say that TLDCRM shines in payment processing with a score of 7.2, although both products have room for improvement; Applied Epic's score is not provided, suggesting it may not be as strong in this area, leading to potential challenges in financial transactions.
- Users report that TLDCRM's automated workflow management is a standout feature, enhancing efficiency, while Applied Epic's capabilities in this area are less emphasized, indicating a potential gap in automation that could impact productivity.
Featured Products
Sponsored
ePayPolicy
(117)
Insurance Suites
Visit Website
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableTLDCRM
Agency
$75.00
per user per month
Our standard Agency plan lets you scale up or down at the end of the month.
No long term contracts. Free Softphone.
Free Backups of Recordings and Documents.
HIPPA / PCI Compliant.
- Setup Fee: $500.00
- Minutes: 2c / minute
- Dialer: $25 per user per month
Free Trial
Applied Epic
No trial information availableTLDCRM
No trial information availableRatings
Meets Requirements
8.6
913
9.1
16
Ease of Use
8.0
923
8.9
16
Ease of Setup
7.0
540
9.4
13
Ease of Admin
7.7
397
9.2
13
Quality of Support
8.8
876
9.4
16
Has the product been a good partner in doing business?
8.6
411
9.7
13
Product Direction (% positive)
8.5
905
9.3
16
Features by Category
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
8.0
4,934
Not enough data
Platform Administration
7.3
320
Not enough data
8.5
439
Not enough data
8.2
445
Not enough data
7.3
371
Not enough data
8.1
411
Not enough data
7.8
408
Not enough data
8.5
435
Not enough data
Platform Basics
7.8
425
Not enough data
Platform Documentation
7.7
374
Not enough data
8.1
429
Not enough data
8.9
455
Not enough data
8.2
422
Not enough data
Claims Submission - Insurance Claims Management
8.2
31
Not enough data
6.8
31
Not enough data
Claims Processing - Insurance Claims Management
7.3
31
Not enough data
8.1
31
Not enough data
6.8
30
Not enough data
Claims Tracking - Insurance Claims Management
7.7
32
Not enough data
6.8
30
Not enough data
Claims Settlement- Insurance Claims Management
6.0
30
Not enough data
6.3
30
Not enough data
6.0
30
Not enough data
Risk Management - Insurance Claims Management
6.3
30
Not enough data
5.9
30
Not enough data
Analytics and reporting - Insurance Claims Management
6.3
31
Not enough data
6.5
31
Not enough data
Administration
7.6
630
Not enough data
8.4
701
Not enough data
8.1
639
Not enough data
7.1
570
Not enough data
7.8
683
Not enough data
7.4
532
Not enough data
8.0
685
Not enough data
8.4
700
Not enough data
Insurance Documentation
8.0
649
Not enough data
8.9
731
Not enough data
8.2
669
Not enough data
7.7
573
Not enough data
Categories
Categories
Shared Categories
Applied Epic and TLDCRM are categorized as Insurance Agency Management Systems
Unique Categories
TLDCRM has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TLDCRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
94.2%
Accounting
2.6%
Financial Services
0.9%
Construction
0.6%
Information Technology and Services
0.2%
Other
1.5%
Insurance
27.8%
Telecommunications
11.1%
Information Technology and Services
11.1%
Computer Software
11.1%
Retail
5.6%
Other
33.3%
Most Helpful Reviews
Applied Epic
Most Helpful Favorable Review
Debbie D.
Verified User in Insurance
Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those...
Most Helpful Critical Review
Caden M.
Verified User in Insurance
Many of the users giving good reviews have limited tech experience and don't know how much better it could be. The system is clunky. Ever simple task has 3-5 supporting tasks that go with it. There is no such thing as a 1 - 3 click piece to this system. We...
TLDCRM
Most Helpful Favorable Review
Verified User in Telecommunications
The team always is available to assist with any issues we have and always go above and beyond.
Most Helpful Critical Review
Verified User in Restaurants
It doesnt have the fastest process and glitches sometimes.
Debbie D.
Verified User in Insurance
Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those...
Verified User in Telecommunications
The team always is available to assist with any issues we have and always go above and beyond.
Caden M.
Verified User in Insurance
Many of the users giving good reviews have limited tech experience and don't know how much better it could be. The system is clunky. Ever simple task has 3-5 supporting tasks that go with it. There is no such thing as a 1 - 3 click piece to this system. We...
Verified User in Restaurants
It doesnt have the fastest process and glitches sometimes.
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 comments
MP
Certainly! Please provide the text in the Unknown Language that you would like me to translate into English.Read more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Is your contract month to month or yearly?
1 comment
Official Response from TLDCRM
Our subscription service is month to month. You can add seats any time. At the end of the month you can downscale and you can cancel anytime. This allows you...Read more
Does it matter where I am located?
1 comment
Official Response from TLDCRM
We service call centers from all over the country, and some with fronter offices worldwide! Our system works anywhere you have access to internet.Read more
Do you give commisions on referrals?
1 comment
Official Response from TLDCRM
Absolutely! We offer 10% lifetime commissions. As long as the client keeps paying, you get paid. Commissions are based on client seats and minute usage as...Read more
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