Favorites We added a new way to find your leads and allow your agents to find leads by introducing the favorites system. The favorites system is a quick way to bookmark a lead and go back to it later. It shows up on as a star next to the name of a lead when enabled. […]
Policies Added admin_fee to the system Admin fee is non commissionable fee that is charged on top of the premium by the carrier You can now split the actual premium from the admin fee. This will reflect in the commissions system in the future New Summary Calculations You can now see calculations split into groups ALL […]
Tonight we performed a server migration for our application platforms as well as our phone system. As a safety practice all users have been logged out from all instances of their accounts for security purposes. You will need to relogin. We hope you are happy with the new updates as we have tested the system […]
Policies Changes have been made to how administrators are able to export data. This will help you keep in line with PCI and PHI compliance standards By default, exports strip PHI and PCI Data. This can be overriden with the “Show PCI and Show PHI” checkboxes which are visible to Administrators only. Any data exported […]
Mailer Send Welcome Email button has been modified and improved. It will now choose to send a normal email or marketplace email based on the Marketplace checkbox on a policy, as is configured in the Options section under Settings The Send Marketplace Welcome Email button has been removed now that the system detects which email to send. We […]
Commissions Received This is a new feature that has been a long time coming. This is part 1 of 3 parts regarding commissions. The parts are: Commissions Received from Carriers Commissions Paid to Agents Commissions Estimation from Carriers (Hardest part) Today we launched our first rendition of the Commissions Received module in manual mode. The […]
Login Changes Redirect to Admin Profile Page now works again. tldcrmdev.wpenginepowered.com is no longer the main login page. login.tldcm.com is the new page. We are moving info.tldcrm.com to tldcrmdev.wpenginepowered.com. tldcrm.com will redirect to tldcrmdev.wpenginepowered.com as well. tldcrmdev.wpenginepowered.com will be a marketing and FAQ website as it is now and will be improved in the future. […]
Callbacks You can now set more than one callback per lead, and you don’t need to clear the previous callback. Callback Maximums are still in effect. Login Login attempts are now logged in the system, along with the session they were logged in on. We record all information regarding the login source. Login now has […]
Changed system font to Open Sans. Whole system should have a cleaner look. Added Font Awesome Icon Set. Fixed issue with Changing Columns in Lead Screen Now unsetting all checkboxes will return back to Default Settings. Dialer Lead Page has been Reorganized to be less daunting. Broken into Sections: Main, Medical, Insurance, Marketing and Admin […]
New Payment Type Check New Field: check_number in relation to Check. *Must be enabled under “Fields”. Disabled by default. New Filters All new filters that have multi checkboxes include the NOT feature, which allows you to search for selections that do NOT included what is selected. Users Roles Abilities Status Language Modified Date Created Date […]
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