TLD’s New vCard SMS Feature

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Share Contact Instantly: TLD’s New vCard SMS Feature

Streamline communication and boost professionalism with TLD’s innovative vCard sharing directly via SMS!

In the fast-paced world of health and life insurance, making a memorable connection is key. Therefore, our latest feature empowers your team to seamlessly share comprehensive contact information with customers, directly through our integrated TLMessenger.

What is the TLD vCard Feature?

Essentially, the TLD vCard feature allows your agents to quickly generate and send a standardized vCard file (Virtual Contact File) as an attachment on any text message they send to a customer using our TLMessenger. Consequently, customers receive all your essential contact details in a universally recognized format, making it easy for them to save your information with a single tap.

Key Benefits for Your Insurance Call Center:

  • Professionalism & Trust: Instantly provide a polished, complete contact profile, thereby building confidence with your prospects.
  • Enhanced Customer Experience: Customers effortlessly save agent contact information, which in turn improves future communication and follow-ups.
  • Efficiency for Agents: No more manually typing out contact details; instead, agents send a vCard in seconds directly from the lead’s page.
  • Consistent Branding: You ensure all shared contact information is accurate and consistent across your team.

How it Works (Simple & Seamless):

  1. Auto-Populated Details: Your vCard automatically generates using information from your User Profile and Account/Agency Profile. Specifically, it includes:
    • Name & Nickname (if set)
    • Company/Agency Name
    • Phone Number (SMS-enabled DID, marked as mobile)
    • Email (marked as work, based on user creation email)
    • (Note: This requires 10DLC registration and SMS enabled on your DID for full functionality)
  2. One-Click Sending: From any lead’s page, simply open the TLMessenger chat, click the vCard icon, and then the vCard instantly populates in the text window, ready for sending.

Empower your agents to make lasting connections and simplify information exchange. Discover the power of TLD’s new vCard SMS feature today!