At TLD, we stay close to the evolving legal and regulatory landscape that affects health and life insurance agencies every day. TCPA compliance in 2026 is one of the fastest-moving areas of risk for any business that communicates with customers by phone or text — and the rules are shifting significantly right now. Here’s what […]
If your business contacts consumers by phone or text, 2025 delivered a clear and costly warning: TCPA litigation didn’t just tick upward — it exploded. For companies operating in the insurance, healthcare, financial services, and telemarketing space, understanding this shift isn’t optional. It’s the difference between a compliant operation and a lawsuit waiting to happen. […]
The landscape is shifting fast. Here’s your no-fluff breakdown heading into Medicarians 2026. If your Medicare insurance agency is heading to Medicarians in Las Vegas this week, you already know what every hallway conversation is going to center on: what the heck is happening to Medicare and Medicaid, and what does it mean for my […]
Security & Compliance April 2026 TLDCRM Completes SOC 2 Type II Audit with HIPAA Attestations A milestone built on the dedication of every person on our team — and a commitment to the clients who trust us with their data. SOC 2 Type II HIPAA Attested We’re proud to announce that TLDCRM has officially completed […]
If you run a health or life insurance agency, the right insurance agency CRM has never mattered more. ACA marketplace enrollment fell in 2026 for the first time in years, premiums climbed sharply, and hospitals are reporting a surge in self-pay patients who simply don’t have the funds to cover their care. For agencies, the […]
SIP 603 Blocked Calls: What Health Insurance Call Centers Need to Know About the FCC’s New 603+ Standard Published: March 2026 Your agents are dialing. The calls aren’t connecting. And nobody knows why. Sound familiar? If your team is running outbound call campaigns, there’s a good chance SIP 603 blocked calls are quietly eating into […]
CMS Electronic Claims Rule: What Health Insurance Agencies Must Know Published: March 2026 The CMS electronic claims rule is now final — and it’s one of the biggest administrative changes to hit the health insurance industry in decades. On March 20, 2026, the Centers for Medicare & Medicaid Services (CMS) officially mandated the phase-out of […]
UnitedHealth Group’s 2026 ACA Rebate: What It Really Means for Consumers and the Industry UnitedHealth Group (UHG) made waves ahead of congressional hearings on health care affordability by announcing it would return any profits earned from its Affordable Care Act (ACA) plans in 2026 back to consumers. The pledge, delivered through prepared testimony from CEO […]
Reducing Data Errors with Structured Workflows Data forms the foundation of every insurance agency’s operation. Leads, client records, enrollments, compliance documentation, and agent activity all depend on accurate, consistent information. When data becomes incomplete or incorrect, the impact is immediate. Productivity slows, reporting loses reliability, and teams lose confidence in the systems they rely on. […]
Building a Modern Insurance Agency With Technology That Fits the Way You Work Modern insurance agencies are under constant pressure to do more with less. More leads, more compliance requirements, more channels, and higher expectations from consumers, all while managing teams that work in different ways and at different speeds. In this environment, technology is […]
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