An easy to use and affordable SaaS Platform for
Insurance Agencies & Call Centers.
Sales FlowWe take your contacts from lead to sale and even renewals with a robust workflow that allows you to know exactly who did what and when with detailed auditing features.
Callbacks, Appointments & EventsSchedule your contact with agents for in home or in office visits! Manage your callbacks and appointments in our easy to use Calendar. Create Events and RSVP your clients and track who showed up and more!
PHI / HIPAA CompliantWe take great measures to secure your data. All of our operations and third party vendors have signed a BAA with us, and we will of course sign one with you!
Managed BackupsDid you know if you lose a single medicare recording on request, you forfeit your forward commissions? We store and backup your data in three different locations per medicare specifications.
Flexible ContractsWe get it. Your call center grows and shrinks all the time. Why get stuck with seats you don’t need? We allow you to scale up and down every month and still keep your users in the system to keep track of data.
Agent ControlControl every detail of what your agents see. Protect your data from your staff and give sensitive access to only those who need it using our predefined roles or specific abilities.
Agency FriendlyNot just for Call Centers! Using our “My Business” section you can allow your agents to control their book of business. From leads and policies to callbacks and appointments. If you trust them, give them control!
VoIP - Voice over IPWe provide a full fledged phone system for you and customize it to your needs. No need to learn complicated panels or wonder what the best setup is. Sell from anywhere you have internet access.
Third Party IntegrationsOur platform has a relay system that lets you send your data where you need it, from dialers to SMS and other marketing platforms. Need a custom integration? We’ll implement it as an option in our system.
Experienced StaffWe have been in the call center industry for over 8 years. Let us help you setup your call center optimally so you can focus on getting your agents to sell. We add that personal touch no other company offers.
Skyrocket SalesOur lead to sale workflow will boost you over the top of the call center game.
ReportingQuick glimpses and detailed lead vendor analysis let you fine tune your expenses.
Personal ApproachUnparalleled customer service by phone, chat and email. Call us anytime.
Crowdsourced FeaturesWe bring the best of everyone’s workflow into one monolithic system for your benefit.
About Our Company
TLDCRM is run by the creative and technical team at Esotech. The lead developer and original system designer has been involved over 8 years on the data side of the Health and Life Insurance Sales industry as well as digital marketing and systems consulting. Working with hundreds of call centers over the years we have been able to streamline our system to fit all workflows.
TLDCRM or Total Lead Domination is a SaaS (Software as a Service) cloud based platform and VoIP system for insurance sales regarding health, life and other ancillary products. We provide the tools you need to succeed at selling.
We provide a CRM to manage your lead and policy flow, as well as a free VoIP Softphone if you decide to use our phone systems. We also provide all compliant backups of recordings and documents uploaded to our system.
We take the headache out of managing and analyzing your lead sources as well as your current book of business. We can help you setup your call center to run smooth and efficient as well as manage all your PHI/HIPAA protected information.
There is no insurance tailored CRM out there that manages call center lead flow and data like we do. We are constantly improving and adding modules to the system at no cost to you. If what we have doesn’t work for you we will work to accommodate!
“It’s not about having the right opportunities. It’s about handling the opportunities right.” – Mark Hunter
Have questions about the system, or are you planning a new campaign and would like advice on how to proceed? Our support services can be used via email or a simple phone call. All information is kept private and secure.
Give us a call or fill out or contact form to request a demo or get more details information on the system. TLDCRM is a large system and was made with ease of use in mind. That being said, initial setup can be daunting since it’s a combination of business workflow and systems training. We are here for you 9 – 7 Eastern with email support after hours.