FAQ

Q. What are TLD's unique features and how do they differentiate it from other insurance sales platforms?

A. TLD is a comprehensive, cloud-based insurance sales platform and VoIP solution designed to empower your team and drive business growth. We equip you with industry-leading tools that streamline lead and policy workflows, optimize agent productivity, and ensure complete data security. TLD’s compliant call recording and document storage provide peace of mind, while our intuitive interface and powerful features enable you to close more deals and achieve measurable results.

Q. How does TLDCRM accommodate the needs of growing teams or varying sales volumes?

A. TLDCRM’s robust lead management system empowers vendors to seamlessly submit lead information, triggering an immediate connection with a qualified agent and initiating the sales journey. Our comprehensive platform tracks every step of the process, from initial conversion to finalized sale, capturing all agent notes, recordings, and key interactions. This transparent data visualization provides supervisors with invaluable oversight, enabling them to:

  • Live monitor calls: Supervisors can listen in real-time, providing whispered coaching or seamlessly joining the conversation when needed, ensuring optimal customer engagement.
  • Analyze performance: The Live Agents screen offers instant access to key metrics, including call count, total sales, and various performance indicators, allowing for data-driven coaching and optimization of the sales process.

By streamlining lead management, providing detailed call tracking, and empowering supervisors with real-time insights and coaching tools, TLDCRM fosters a dynamic sales environment that maximizes efficiency, conversion rates, and overall customer satisfaction.

Q. Could you provide information on your pricing options for features like call recording and compliance tracking?

A. TLDCRM’s scalable architecture and feature-rich ecosystem adapt to the unique needs of any insurance organization, from small agencies to large enterprise groups. Our dedicated onboarding team conducts a comprehensive analysis of your workflows and strategic goals. This assessment informs the development of a custom solution that seamlessly integrates with your existing submission platform and empowers your team to achieve optimal performance. Whether you require advanced call routing for high-volume teams, automated compliance tracking for complex regulations, or a reporting dashboards for executive insights, TLDCRM delivers a tailored solution that drives measurable results.

Q. Can TLDCRM accommodate the needs of our international sales team, including time zone differences and compliance regulations?

A. TLDCRM’s global reach extends beyond its US base in Miami, California, and Texas. We empower overseas sales teams with seamless integration and support. During onboarding, your dedicated specialist will thoroughly analyze your specific needs and tailor our services to deliver a streamlined customer experience.

Q. Does the system support remote user access?

A. TLDCRM boasts unparalleled accessibility and robust security features, empowering your team to work seamlessly from anywhere.

  • Cloud-based platform: Access TLDCRM from any device with an internet connection, whether in the office or working remotely. This flexibility fosters collaboration and productivity regardless of location.
  • Granular security controls: Maintain complete control over user access with built-in IP logging and approval. Only authorized users with pre-approved IP addresses can access the system, safeguarding sensitive data.
  • Multi-Factor Authentication: Add an extra layer of protection with Multi-Factor Authentication, ensuring only authorized individuals can access TLDCRM, even if login credentials are compromised.
  • Minimal IT requirements: TLDCRM requires only a stable internet connection, minimizing IT infrastructure needs and simplifying deployment for businesses of all sizes.

Q. Can I send text messages or bulk text messages?

A. Upon successful registration of your 10DLC Brand and Campaign, TLDCRM unlocks the power of personalized SMS/MMS communication for your agents. This enables them to nurture customer relationships throughout the insurance journey, providing timely updates and reminders at key touchpoints. From initial sign-up information to enrollment application stages, and even renewal notifications, this direct communication builds trust and fosters customer engagement.

While TLDCRM doesn’t currently support bulk messaging campaigns, it seamlessly integrates with leads generated through such campaigns. This ensures a smooth handoff from initial interest to personalized agent interaction, maximizing conversion rates and customer satisfaction. (double check this part)

Q. What is the availability of support services?

A. TLD offers comprehensive support options to ensure your success, with dedicated online channels and additional emergency assistance.

  • Online Support:
      • February – October: Monday – Friday: 9:00 AM – 7:30 PM EST, Saturday – Sunday: 9:00 AM – 6:00 PM EST
      • November – January: Monday – Friday: 9:00 AM – 8:00 PM EST, Saturday – Sunday: 9:00 AM – 6:00 PM EST
  • Emergency Support:
    • Phone and email support are available for critical issues impacting your core functionality, such as dialer downtime, Slack inaccessibility, or user audio problems.
    • This ensures you receive immediate assistance when facing urgent situations.

Q. Having completed the initial onboarding training, are there further training opportunities to enhance my skills in using TLDCRM?

A. TLDCRM is committed to empowering our clients for success. Beyond your initial onboarding training, our team is here for ongoing guidance and direction on utilizing the platform’s extensive tools to maximize your potential.

For immediate questions or quick reference, don’t hesitate to reach out to our friendly support team. They’ll be happy to help you navigate the platform and find the resources you need.

If you require more in-depth learning or personalized guidance, our dedicated training team is available. They will work with you to understand your specific needs and schedule tailored training sessions to address them effectively.

Q. Could you please elaborate on the onboarding process for new TLDCRM clients?

A. Following your initial inquiry, our dedicated onboarding team will reach out with a personalized demo questionnaire. This questionnaire helps us gain valuable insights into your specific needs and goals, allowing us to tailor a comprehensive demo experience just for you.

Once you’ve reviewed the demo and decided to proceed, you’ll receive a detailed onboarding form outlining the onboarding process and timeline. This clear and concise document will ensure you’re well-informed about each step involved.

Before your official launch, we’ll schedule a final review session to ensure everything is aligned with your expectations. This comprehensive review allows for any necessary adjustments and guarantees a smooth transition into your new TLDCRM platform.

Finally, you’ll receive formal training on how to navigate and optimize your new TLDCRM environment. Our experienced trainers will guide you through various features and workflows, empowering you to unlock the platform’s full potential.