Patch 5.2.0


  • 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 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 protections against hammering (spamming credentials) via both session(10 attempts), and IP (100 attempts) within a 5 minute period.
  • Login now correctly shows when logging into a deactivated account instead of just invalid credentials
  • Login Codes:
    • 1 login_code success Successful Login
    • 2 login_code invalid_credentials Invalid Credentials
    • 3 login_code user_wrong_account Wrong Account
    • 4 login_code user_no_accounts No Accounts
    • 5 login_code user_problem Problem
    • 6 login_code user_deactivated User Deactivated
    • 50 login_code user_invalid_ip IP Restricted
    • 51 login_code hammering_session Too many login attempts in this session.
    • 52 login_code hammering_ip Too many login attempts from this ip.
    • 100 login_code account_disabled Account Disabled

Quick Search (Experimental)

  • After typing for 1 second, it will start looking for leads and policies based on your criteria. You can either press Enter to go to the first lead it find as per usual, or you can wait for the dropdown to show the latest 10 results.
  • The way the permissions work here is they fall through. If you have view_leads, it ignores view_own_leads for example.
  • Normal Agents without the new abilities do not get any results, they have to use the system as they have before by pressing enter or the search button.
  • New Quick Search Abilities
    • Leads
      • view_leads
        • Gives Access to Leads Page
      • view_own_leads (filtered by current user as lead agent_id or creator_id)
        • Gives Access to Leads Pagefiltered by current user as lead agent_id or creator_id. (Not currently implemented)
      • quick_search_leads
      • quick_search_own_leads (filtered by current user as lead agent_id or creator_id)
    • Policies
      •  view_policies
        • Gives Access to Policies Pages
      • view_own_policies (filtered by current user as policy agent_id or creator_id or agent_of_record)
        • Gives Access to Policies Page filtered by current user as policy agent_id or creator_id or agent_of_record. (Not currently implemented)
      • quick_search_policies
      • quick_search_own_policies (filtered by current user as policy agent_id or creator_id or agent_of_record)

Post System

  • Vendor Posting with Notes
    • You can now post Notes into the system. This works similar to dependents. You can post as many notes as you need, you just need to configure the max amount of notes in vendor mappings.
    • This will create an entry into notes per note by the system.


  • New Filter: User
    • This is an all around search for any lead or policy where a user has their ID stamped. Ignores LMB (Last Modified)
  • Show Notes in Lead Search
    • You can now show notes via a filter command in Leads section
    • You can also show only those leads that have notes!
  • Fixed a bug with badly formatted dates in the DoB causing an age calculation error.
  • Added Coinsurance Field to Policies
    • 100
    • 90/10
    • 80/20
    • 70/30
    • 60/40
    • 50/50

Logs Section

  • The following Logs where grouped into the Log Section. We made the logs much more robust in terms of filters and options. All are exportable.
  • Note some of these logs are new.
    • Actions (New)
    • Exports
    • Logins (New)
    • Relays
    • Vendors
    • Mailer
    • Downloads (New)
    • Opt Out (New)
  • Action Log will now show Status Changes so it’s easier to find.
  • DIaler Action Log now shows Status changes and then a full log for ease of use / history.

Documents Section

  • Cleaned up some filter elements.


  • Changed multi-checkboxes to show a thinner font, and bold when selected / unbold when unselected
  • Changed Order of Abilities in User Filters to follow Menu Order.

Patch 5.1.5

  • 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 Sections
    • Cleaned up labels to be more vertically even
    • Cleaned up labels to hide on overflow instead of pop down for mobile and smaller screens to keep the input boxes even.
    • Added City and State to Contact Label. If a full address is provided the globe icon will turn into a link to Google Maps.
    • Moved Vendor Labels to Float Right so they are always in the same spot.
    • Unlocked Dialer from being one size. Now is fully responsive no matter the size of the monitor.
    • All Dropdown Selects including Products and Carriers that have been Selected for a Policy, but hidden from the system, will now show properly when loading the dialer. If you select a different carrier and save over it, the hidden product will no longer be re selectable. This is to prevent old Sales from losing data when being managed because admins turned off Products or Carriers they are no longer selling (but still maintaining)
      • Basically the menu makes an exception to the rules based on what was selected in the database.
  • Leads
    • Sort now works by any available field listed.
    • New Fields updated on Dialer Screen and Vendors / Post System:
      • requested_term
      • requested_coverage
      • condition_diabetes
      • condition_cancer
      • condition_heart_disease
      • Creator ID
    • New Mass Edit Fields
      • State
      • Fronter
      • Agent
      • Vendor
  • Dependents
    • Added Annual Income and Occupation Fields
    • Converted Spouse into Selectable Field instead of Checkbox (1 is still Spouse).
  • Policies
    • New Fields
      • Date Issued
      • Date In Force
      • Creator ID
    • Fixed Mass Edit Field Display for Paid and Date Paid
  • Plans
    • New Plan Types
      • Term Life Insurance
      • Life Insurance Changed to Whole Life
      • Property and Casualty
      • Bundle Plan (More than one Plan, ie: Accident, CI, Life all as riders under one.)
      • MAPD (Medicare Advantage Prescription Drug Plan)
      • Prepaid Health Clinic
      • Hospital Negotiaton Service
      • Annuity
      • Automotive Plan
  • Vendors
    • You can now Post creator_id in a Vendor Post. This allows for some Automation with VICI Dial where you want to post to TLD on an Inbound Call based on the User who answers. You would have to set the User ID for TLDCRM in VICI / Dialer.
  • FIxed a Bug with Saving CSR Notes with no Note but having a Agent Scheduled would freeze the button.
  • Automated System Processes now get stamped with ID 0 which is the System User (Not a real user).
  • Coming: Favorites
  • Coming: Callback Manager

Patch 5.1.0

  • 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
      • Activated Date
      • Deactivated Date
      • Level
    • Vendors
      • Default Lead Status
      • Relays
      • Status
      • Dupes
      • Creator
      • Last Modified By
      • Modified Date
      • Created Date
      • Inbound Phone
      • Price
  • New Exportable Tables
    • Users
    • Vendors
    • Mailer Campaigns
    • Mailer Logs
    • Products
    • Fields
    • Relays
    • Templates
    • Exports
  • Optimizations to Model Data and Logic
  • Exports Log has been Enabled for Super Administrators so you can see who has exported what.
  • New Abilities
    • Complete CSR
      • Allows a user to complete a CSR. Normally reserved for Managers or Higher.
    • Assign CSR
      • Allows a user to assign a CSR Request to a particular agent. Normally reserved for Managers or Higher
    • View Reports
      • Allows access to the Entirety of the Reports Section.
    • View Users
    • View Products
    • View Fields
    • View Relays
    • View Recordings
    • View Templates
    • View Products
    • View Leads
    • View Policies
    • View Mailer Campaigns
    • View Mailer Logs
    • View Vendors
    • Export All
    • Export Users
    • Export Products
    • Export Fields
    • Export Relays
    • Export Recordings
    • Export Templates
    • Export Products
    • Export Leads
    • Export Policies
    • Export Mailer Campaigns
    • Export Mailer Logs
    • Export Vendors
  • Surveys
    • We now support Surveys via IVR. Currently the implementation has no front end but a report will be available soon. This allows us to use the IVR to setup Survey campaigns with questions attached, allow us to have the questions answered by the client, and then be able to run statistics and logs based on the answers.

Patch 5.0.5

  • Added Language, Language Code on Lead and Policy Exports
  • Added Product, Carrier and Plan Descriptions to Exports
  • Fixed an issue with Date Effective Filters in Policies
  • Vendors
    • You can now redirect successes or errors when posting to Vendors to whereever you like.
    • A Success and Error URL must be provided
    • The URL will be appended with a query string providing the following
      • response
      • message
      • vendor_id (if any)
      • lead_id(if any)
    • If you provide a URL with a Query String already set, the system will parse that query string and add on it’s own. It should preserve any parameters you pass in the URL.
  • Made Insured Carrier list all Carriers not just what is visible by the current account.
  • Added Insured Carrier information to Exports
  • Added Pending Carrier Payout Status and Button.
    • This is meant for a Policy that has been sold but is pending payout from the Carrier. The workflow is to Submit the sale and then put it into Pending Carrier Payout and later Reactivate the Policy.
    • Feature can be enabled in Options.
    • Client Menu item can be hidden in Options
    • Button can be Hidden in Options.
  • Fixed bug in Options Menu not reflecting actual results until you refreshed options page.
  • Fixed Registry issue for deleting cached data.
  • System now deletes options from DB that are unset in options panel.

Patch 5.0.1

New Features

  • Insured Premium (Field Existed, was not on Lead Form).
  • Insured Carrier (Select what Carrier the current lead has).
  • Insured Intent (Does the insured intent to keep or switch their insurance).
  • NOT Checkboxes on lead Multi-checkbox fields. Allows the user to select which items are NOT in a specific selection.
  • Added NOT Checkboxes to some fields in Policies. More to be added.

Patch 5.0

User Abilities

There is now a section on the User Permissions called “Abilities” which is split from roles.

Abilities allow for fine grained permission in the system.
  • Verify” allows an agent to self Verify and Submit policies. This does not allow them to cancel them.
  • Cancel” allows and agent to Cancel policies. It does not allow them to Verify or Submit them.
  • Upload Documents” allows the agent to upload documents to a policy.
  • Send Mail” allows and agent to send the welcome email, otherwise the mail button will not show.
  • Set Vendor” allows an agent to set the Vendor from a list of “Agent Selectable” vendors.
    • A Vendor must be configured as “Agent Selectable” to shows in the list of Vendors for an agent with this permission to use.
    • Set Vendor ONLY WORKS on creating New Lead that has not been automatically created by an Vendor with an Inbound Number set.
  • “Change Vendor” allows an agent to set any vendor regardless of status and “Agent Selectable” both when creating new leads or modifying them.
    • Vendors with an Inbound Phone creating new leads will still create the lead based on the Vendor settings. It can then be edited afterwards with this permission.

Mass Update

Vendors and Policies now have new mass update features for some popular fields. Be careful, there is no undo.


The following lead fields were added:

  • County,
  • Contact Preference
  • Language

Changing Columns and Sorting

The lead section now allows you to change columns as well as sort data. We will be adding these features to all Policies sections in the next patch.

The change columns button can be found under filters.

Sort By and Sort Order can be found in the leads section.


The following policy fields were added:

  • Application Number
  • Date Paid
  • Date Reactivated
    • This now gets set when the “Reactivate” button is pressed.
  • Reactivator ID
    • This now gets set when the “Reactivate” button is pressed.

You can now search by Date Paid and Date Reactivated. The Boolean Paid checkbox has been added to the “All” table.

Search by Policy Number and Application Number is now possible as well.


Vendors can now be listed as “Active, Inactive or Inactive Visible”, similar to users.

  • Inactive visible will still show when modifying leads soas to not accidentally remove Vendor data.
  • Inactive Visible will show on Filters throughout the system, Inactive will not.
  • [INACTIVE] has been added to labels for both Inactive and Inactive Visible vendors

Patch 4.98

  • Options
    • Options menu switched to Radio Dials for ease of use.
    • Hide Client Menu Option for those who don’t want certain tabs.
    • Agent of Record Added as Option to Policies (As opposed to selling Agent, to help determine who it is written under)
    • Bill Me Later on Policies can be Hidden
    • Paid on Policies can be Hidden.
    • Suspended and Suspended Ready for Resubmission in Post Dates Section can be Hidden.
    • Marketplace on Policies and Filters can be Hidden.
    • Marketing Opt In’s on Leads can be Hidden.
    • Policy Name on Policies can be Hidden.
    • Option to show Product Description or Name in Dialer Policy Menu.
    • Option to choose the order of Scripts and Rebuttals (A-Z or Z-A)
    • Option to Hide Certain Negative Policy Status Buttons.
    • Default Inbound Vendor Added.
      • This allows you to choose where inbound calls go to as opposed to just general leads made in the system using the “New” button. It is meant to be used in conjunction with our VOIP Inbound System when the inbound number is not assigned to a Vendor.
  • Products and Fields
    • Can now be filtered by Visible or Hidden to System, Agent or Upline.
    • Now properly respects Menu Order, then Alphabetical, except for duration which follows numerically from 1 month to 1 year+
  • Templates
    • New Template Types:
      • Fronter Scripts
      • Fronter Rebuttals
      • Can only be seen by those with Fronter Permission.
    • Scripts and Rebuttals can now be opened in a different window with a link icon next to it’s name.
    • Scripts and Rebuttals now support images, they default resize to the size of the current window or the popup window. Contact us if you need to host some images.
  • Users
    • User Carrier Data
      • When a particular carrier is set, it will show Label: Value under the policy as a notice to verifiers or other agents regarding this particular carrier.
    • Agent of Record
      • Check this box if you want an Agent to show up under Agent of Record if you are using the option. Other Agents will not show up. This is to make the menu smaller than the entire list of agents.
    • New Meta: Primary Language
      • Also shows on user list.
    • New Meta: FFM ID
    • New Meta: NPN
  • Vendors
    • Load Delay
      • For use with Inbound Vendors, especially live transfers. This will prevent the system from creating a lead on an inbound call and keep searching for something being sent to that vendor from a Live Transfer companies. It will try X times every X seconds based on what you set it to.
  • Dependents
    • Exclude from Dependents added so we can properly calculate beneficiaries.
  • Policies / Clients
    • Added phone number column to Payment Issues.
    • Stats
      • consolidated into a dropdown.
      • Now shows Beneficiaries.
      • Split calculations between Primary and Ancillary Products.
      • Shows Subsidized Amounts
    • Include Notes
      • Allows for a data dump of each note with it’s attached policy for reporting purposes. This will duplicate policies as each policy will have a list of notes attached duplicating each policy times the amount of notes on the policy. Because notes aren’t attached to policies and are attached to leads, some notes may not reflect a particular policy though they will always refer to the primary lead.

Patch 4.95

  • New Lead Fields
    • Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact.
      • annual_income (number)
        • Fixed ACAExpress Integration to use Annual Income.
      • newsletter (checkbox) used to mark the client has opted in for a newsletter
      • marketing (checkbox) used to mark the client has opted in for other forms of marketing (email etc)
    • Newsletter and Marketing are both searchable in the leads section.
  • New Policy Fields
    • points
      • This must be enabled under “Options” under the section “Points System”
      • Points are arbitrary. The sales board will soon use points if desired.
    • max_out_of_pocket (coming)
    • coinsurance (coming)
  • New CSR Fields
    • You can now select a CSR Agent if you are a Manager or higher.
    • CSR Agents can search for their name or other CSR agents to sort through their requests.

Server Upgrades

Our servers were updated and maintenance performed on 10/26/2015 to increase performance and add new features.

Patch 4.90

  • Document Uploader
    • You can now attach documents to individual policies (To Contact / Lead coming next)
    • Documents can be downloaded after uploaded.
    • Documents can have descriptions.
    • Max 10mb Files
    • File Types Accepted: pdf|doc|docx|xls|xlsx|zip|7z|rar|jpg|jpeg|gif|png|bmp|txt|tiff
    • Files are stored on our server securely and backed up nightly. There is no direct access to files you must go through the CRM.
  • Pending Approval
    • There is a new status called Pending Approval that will show up if the option is checked in the Options section. This will appear after Submissions.
    • Pending Approval Customer section coming next patch
  • Marketplace Welcome Email
    • You can configure an alternate Welcome Email for the Marketplace in the Options Section. It will appear near the latest Welcome Email.
  • Marketplace Tools
    • We have added a document tracker for Marketplace sales. Once Marketplace is selected you will be able to check boxes to determine which documents are remaining or needed.
    • The Customer section has been updated with options to search for present or missing documents individually or in any combination.
    • The Marketplace section has it’s own well once marketplace is selected for future Marketplace tools.

Run your Live Transfer Health Insurance Leads Business through TLDCRM

Sell your live transfers through TLDCRM!

We make integration between your lead sources and clients easy and transparent, from our relay system to our reports, tracking charges, expenses, and costs has never been easier. We’re here to let you focus on selling your leads in real time as they come in, or as live transfers with the push of a button.

  • TLD CRM’s Relay system does all the heavy lifting.
  • Clients can’t sell in certain states? Relays are configurable to send only to applicable states!
  • Automatically pass your inbound leads straight from your vendor or landing pages to our system and then immediately to one or multiple clients.
  • Use any Dialer in conjunction with our phone system to pass calls seamlessly to call centers throughout the world.
    • Attended (Warm) Transfers
    • Blind Transfers
    • Custom Solutions
  • Track how much you need to charge your client by setting a price per relay and utilizing our ever-evolving reports.