How TLDCRM Helps Insurance Agents Improve Customer Retention with Messer EDE In today’s competitive insurance landscape, insurance lead verification is more important than ever. Policies are shifting. Commissions are uncertain. Resources are limited. Insurance agents need tools that help them focus on real opportunities. That’s why TLDCRM partnered with Messer Financial Group. Our API integration […]
As summer heats up, so does the importance of staying compliant with state-specific Do Not Call (DNC) restrictions. Businesses engaging in telemarketing must be aware of the states that enforce calling bans on certain holidays. Here’s what you need to know for July 2025 to ensure you’re on the right side of the law. 📅Restricted […]
Patch 10.3.5 📲 TLMessenger Updates Added Send vCard feature (enabled for all accounts): vCard will use your User Profile and Account / Agency Profile to create a vcard with your Name, Company/Agency Name, Nickname( if Set ), Phone Number, and Email. For SMS Numbers it will mark them as mobile, For email it marks them […]
UnitedHealthcare Cuts Medicare Agent Commissions, Prompting National Outcry from Healthcare Advocates In a move sparking concern across the healthcare industry, UnitedHealthcare has announced Medicare agent commission cuts. These cuts impact over 100 Medicare Advantage plans in more than 20 states. The National Association of Benefits and Insurance Professionals (NABIP) strongly opposes this decision. NABIP says […]
How to Use the Right-Click Copy Feature in TLD: A Step-by-Step Guide If you regularly manage user IDs, DIDs, or ingroup data in TLD, you’ll love this hidden gem: the Right-Click Copy feature. This time-saving tool allows you to easily extract multiple data entries from any list and paste them into reports, configuration fields, or […]
Insurance fraud has always been a serious issue, but new data reveals it’s growing rapidly—and artificial intelligence is making it worse. According to a 2024 report from fraud detection company Pindrop, insurance scams are not only more common than in other industries, but also increasing at an alarming rate. After analyzing over 1.2 billion customer […]
📞 TCPA & Prerecorded Voicemails: What Taylor v. Kit Insurance Means for Insurance Agents Making Outbound Calls For insurance agencies and brokers, outbound calling is a vital part of lead generation, policyholder engagement, and retention strategies. But with consumer protection laws like the Telephone Consumer Protection Act (TCPA) in play, one misstep in your calling […]
As we head into June 2025, it’s crucial for telemarketers and businesses conducting outreach to be aware of state-specific restricted Do Not Call dates due to public holidays. Failure to comply can lead to penalties and damage your brand reputation. This guide outlines the key dates in June 2025 where calling restrictions may apply in […]
Data Risk in Vendor Relationships: The Hidden Costs of Sharing Too Much When partnering with vendors—especially in marketing, lead generation, or call analytics—it’s easy to overlook how much data you’re handing over and what that really means for your business. While data sharing is often necessary for optimization and performance, it also opens the door […]
Just days before significant changes to the Telephone Consumer Protection Act (TCPA) revocation rules were slated to take full effect, the Federal Communications Commission (FCC) has issued an order providing a partial delay. This news brings a sigh of relief to many businesses, including insurance agencies and brokers, but it’s crucial to understand that it’s […]
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