FAQ

A. TLDCRM is expertly designed to scale with growing insurance sales teams and efficiently handle fluctuating call volumes, providing a comprehensive solution for lead management and team oversight. Our robust insurance lead management system allows vendors to submit lead information seamlessly, instantly connecting prospects with the right qualified agents to accelerate the sales process. Throughout the customer journey, TLDCRM tracks every interaction—from initial lead conversion to final policy sale—capturing essential details such as agent notes, call recordings, and customer communications to ensure no information is lost.

For supervisors and managers, TLDCRM offers powerful real-time tools, including live call monitoring, which enables them to listen in, provide whispered coaching, or join calls directly when necessary to optimize customer engagement and improve agent performance. The Live Agents dashboard delivers instant access to key performance indicators—such as call volume, conversion rates, and total sales—empowering management with actionable data to implement targeted coaching and streamline workflows.

Additionally, TLDCRM’s flexible architecture supports dynamic scaling, easily accommodating growing teams and higher call volumes without compromising system speed or reliability. This adaptability ensures agencies can maintain high levels of productivity and compliance even as their business expands. By combining automated lead distribution, transparent performance tracking, and advanced supervisory controls, TLDCRM drives improved conversion rates, enhanced agent efficiency, and superior customer satisfaction for insurance sales organizations of all sizes.

A. TLDCRM offers flexible pricing options tailored to fit the unique needs of insurance organizations of all sizes—from small agencies to large enterprise groups. Our scalable, cloud-based insurance CRM and VoIP dialer platform includes key features such as call recording, automated compliance tracking, and advanced call routing to support both growing teams and high-volume sales operations. During onboarding, our dedicated team performs a thorough analysis of your agency’s workflows and strategic goals to design a customized solution that integrates smoothly with your existing lead submission and sales platforms.

Whether your agency requires compliance tracking tools to meet complex regulatory requirements like TCPA, secure call recording for training and legal audits, or executive reporting dashboards for real-time performance insights, TLDCRM provides configurable pricing plans to match your feature needs and budget. This tailored approach ensures you only pay for the tools that drive your business forward, helping your team achieve optimal productivity, maintain compliance, and generate measurable growth.

A. Yes, TLDCRM is fully equipped to support international insurance sales teams, including time zone management and region-specific compliance requirements. While our primary operations are based in the U.S. (Miami, California, and Texas), our cloud-based insurance CRM platform is designed for global scalability. We provide international VoIP capabilities, time zone-aware scheduling, and localized compliance support to ensure smooth operations across regions. During onboarding, a dedicated specialist will assess your team’s unique needs—such as multilingual support, international dialing, or regional data policies—and deliver a customized solution that ensures a consistent, compliant, and high-performing sales workflow worldwide.

A. Yes, TLDCRM fully supports remote user access, offering a secure, cloud-based CRM solution ideal for distributed insurance sales teams and virtual call centers. As a cloud-based insurance CRM and VoIP dialer, TLDCRM enables agents, supervisors, and administrators to log in from any internet-connected device—whether they’re in the office, working from home, or on the go. This flexibility fosters real-time collaboration, improves productivity, and ensures uninterrupted sales operations across time zones and locations.

Key features that support remote access include:

• Cloud-Based Accessibility: Access TLDCRM from any device with an internet connection—no need for on-premise software or complex VPNs.

• Granular Security Controls: Maintain strict control with IP address whitelisting, user-specific permissions, and detailed access logging to monitor usage.

• Multi-Factor Authentication (MFA): Add an extra layer of protection to ensure only authorized users can log in—even if credentials are compromised.

• Minimal IT Requirements: Requires only a stable internet connection, simplifying setup and reducing infrastructure costs for agencies of any size.

• Remote Team Enablement: Ideal for virtual call centers and remote insurance agents, ensuring full functionality and compliance regardless of location.

With these capabilities, TLDCRM empowers insurance agencies to scale securely while providing agents with the tools they need to stay productive and connected—no matter where they work.

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.

A. Yes, TLDCRM offers ongoing training opportunities beyond initial onboarding to help you fully leverage the platform and grow your insurance business. We are committed to providing continuous support and education so you can get the most out of our cloud-based insurance CRM and VoIP dialer.

After completing your initial onboarding, you’ll have access to several options for continued learning:

• Ongoing Platform Guidance: Our expert team is available to offer direction on best practices, new features, and ways to optimize lead management, policy tracking, and agent productivity.

• Live Support for Quick Questions: Have a quick question? Our friendly customer support team is always ready to help you navigate the system and resolve issues in real time.

• Tailored Training Sessions: For more advanced training, our dedicated trainers can schedule personalized sessions based on your agency’s goals, workflows, and team structure.

Whether you’re a new agent looking to build confidence or a manager seeking deeper insights into TLDCRM’s reporting tools, we provide the resources and expert-led support you need to succeed.

A. TLDCRM offers a structured, personalized onboarding process designed to ensure a smooth transition and successful setup for every new insurance agency client. Our goal is to help your team quickly understand and maximize the value of our cloud-based insurance CRM and VoIP dialer platform from day one.

Here’s what you can expect during the TLDCRM onboarding process:

• Initial Discovery & Demo: After your inquiry, our onboarding team will send a customized demo questionnaire to better understand your agency’s structure, sales process, and goals. This helps us tailor a live demo that’s relevant to your specific needs.

• Detailed Onboarding Roadmap: If you choose to move forward, you’ll receive a comprehensive onboarding form that outlines each step of the implementation process, including timelines and responsibilities—ensuring full transparency.

• Pre-Launch Review Session: Before your system goes live, we’ll conduct a final walkthrough to confirm everything is aligned with your expectations. This review gives you the chance to request any final adjustments to workflows, integrations, or user roles.

• Formal CRM Training: Our experienced trainers will provide hands-on training tailored to your team, walking through the TLDCRM platform’s core features like lead management, policy tracking, communication tools, and compliance safeguards.

With this streamlined onboarding process, TLDCRM ensures that your agency is set up for success—fully trained, fully supported, and ready to scale.