Minor Patch with Various Fixes and Changes ADG ADG Can now have the popup optionally removed Added Index Query Modifiers to you can “Start Fresh” without Deleting all data and progress. ADG now Accepted hs_member_identifier as a storable field Policy Statuses Policy Statuses can now be Filtered by Agency Product Bundles and Ancillaries Products can […]
Rewrites & Renewals To foster easier tracking of Rewrite and Renewals we have added two fields that automatically update when a Rewrite is Refused. This action occurs when a Policy is Saved and is not tied to dispositions. While it is already possible to find Policies sold within a certain range and filter out those […]
Minor Fixes this patch. Fixed Legacy Lookups for Recordings on Contact Record Removed a Feature from Client Display that can cause Recursion in Inbound Calls from Ingroups crashing the Dialer with thousands of calls if configured improperly. Fixed an issue with Masking Emails on Tables where the user portion of the user is only 1 […]
SMS Double Opt In SMS Double Opt in is now Available even when not fully configured. The button should now show on the TLMessenger Window. We have created Default Opt In Request, Opt In Confirmation, Opt Out Confirm, and SMS Help that are Compliant with 10DLC and uses the recommended Limited Character length. If you […]
OnScriptAI You can now Mass Send Call Recordings from Explore -> Calls to OnScriptAI for Processing. You can override the Detected API Key if you don’t want to use the Auto Detected Key for the Ingroup or Campaign When you send it will queue the process to send and send you a Notification in the […]
The Campaign Registry – 10DLC Due to difficulties Registering 10DLC SMS Traffic with our Telco, and the aggressive nature that T-Mobile in particular has been with Companies that are Brokerages, TLDCRM has become a CSP (Campaign Service Provider) with TCR ( The Campaign Registry ). This patch is our First Rendition toward the effort and […]
This was considered a Major Patch deserving of the 10.0 Version Number because we finally migrated our entire TLDCRM System from AWS EC2 to AWS ECS Fargate. We also heavily modified the Login System to Support SAML SSO (Single Sign On) as well as more robust Login Logs and Session Management. AWS ECS Migration – […]
Esign Fixed an issue where custom Signature Expiration and Signed Download Expiration were always using the defaults and not respecting the Template Overrides. Minor Updates and Fixes Added ability to do Sync Live Agent Ingroups from Single Edit User Section. Added Ability to change Contact, Dependents, Notes Tab Labels on Contact form (Policies was already […]
SMS Notification Change If a Lead has never had an outbound Text Sent, and they Text Inbound, it will now prefer the Owner of the SMS Number to send the Notification to since there was no prior agent talking to them instead of using the Lead Owner. The Owner of the SMS Number is determined […]
ADG (ActiveDupe Guard) Changes Due to the recent Changes initiated by CMS related to NPN Locks and the Theft of Policies from Malicious Agencies, we have revised our stance on the Purpose and Use-case for the ADG. We are now allowing for Ping Level and DID Level Blocks via ADG Detection whereas before this was […]
Request a demo to see if Total Lead Domination is right for your insurance business.