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 […]
January 2026 Restricted Call Dates: What Insurance Agencies and Brokers Need to Know For insurance agencies and brokers, outbound calling remains a critical channel for lead follow-up, policy reviews, renewals, and cross-sell opportunities. But as 2026 begins, it’s important to remember that not all days are equal when it comes to compliance. Several U.S. states […]
The Real Cost of Disorganization in an Insurance Agency 1. Introduction: Disorganization Isn’t Just an Inconvenience, It’s a Cost Center Across the insurance industry, many agencies operate with more complexity than clarity. Lead lists live in spreadsheets. Notes sit in emails. Calls are stored in separate systems. And every missing data point creates uncertainty. Disorganization […]
Release Update: Enhanced Call Attribution & Sales Tracking This release introduces a long-awaited fix to call attribution and sales tracking. Call attribution has been a longstanding and complex problem in the system, and this update represents the first complete and reliable solution. We will be rolling out compatibility with this new attribution logic across additional […]
An insurance agency’s communication workflow is only as strong as the systems that support it. When agents bounce between tools just to make calls, log activity, or update client information, efficiency drops and errors rise. This is where an integrated dialer, like TLDialer within the TLD CRM ecosystem, stands apart. Built directly into the CRM […]
The Telephony Network as a Multi-Leg Relay Race by Alexander Conroy Understanding why certain call information, like the presence of a third party, is invisible to a downstream carrier requires viewing the telephone network as a high-stakes, multi-leg relay race.In this model, each carrier, platform, or even an internal enterprise phone system represents a runner […]
The Looming Health Care Cliff: Will Obamacare Subsidies Be Saved, or Replaced? For more than a decade, the Affordable Care Act (ACA), often called Obamacare, has been a pillar of the American health care system—and a constant flashpoint in Washington. Today, the debate over the law is focused on two interconnected battles: the immediate need […]
Stay Compliant with December 2025 Calling Restrictions Maintaining TCPA and DNC compliance is essential for protecting your business and preserving customer trust. Certain holidays restrict or limit outbound calling activity at the state level.Below is a list of restricted call dates for December 2025 to help you plan compliant outreach. December 2025 Restricted Call […]
In Partnering with OnScriptAI, we have now launched a native integration and first entrant into our AI Suite, TLIntel Dialogs Features Include: Access to Dialogs in TLD Agent Dashboard + Agent Coaching Admin Dashboard PHI Redacted Recordings PHI Redacted Transcripts These are just the few initial features on our baseline launch. We will be collecting […]
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