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.

Patch 4.80

  • Call Detail Records (CDR) report now shows its intended data: a log of calls.
  • Talk Time report added and shows what CDR once did, with more reliable results.
  • Recordings section should now allow retrieval of recordings prior to January 2015 when we underwent a phone system change.
  • Scripts and Rebuttals now populate lead data dynamically using bracket fields {first_name}. This works similar to emails. Does not work with policy fields as we do not know which policy the agent is verifying in the script.
  • Added tracking_id and campaign_id to policies section exports.
  • Added dashboard option to show X last touched leads w/ and w/o phone numbers for agents
  • Added single page mode option for Dialer section to remove tabs if desired. Will show as a flat one page list.
  • Added “Logs” section on dialer screen for manager’s or above.
    • Added Action Log as a regular table to Logs section.
    • Added Relay Log as a regular table to Logs section.
  • Added “Dynamic Headers” options in Relays so you can auto fill in lead fields for SMS messages and other relay data.
    • *Pending Relay Server Testing and Restart for this to work.

Auto-Recording & Caller ID Passthrough

As of today, we now offer the following new features for our phone system:

  • Auto-recording (on agent pick-up) of calls to queues (hunt/ring groups).
  • Caller ID passthrough for our relatively new Attended Transfer functionality, this is particularly helpful for warm transfers from your office to a buyer.

Submit a support ticket or give us a call during business hours to ask how we can activate this for you or how this would best fit your needs.

Thank you for using TLD CRM.

Patch 4.75


  • You can now see your Relays under Settings -> Relays, Relay Logs and Relay Mappings
    • You can not edit active relays unless deactivating
    • You can not add active relays, it will default to inactive when adding.
    • You can not clone relays
    • You can not activate relays
    • You can deactivate relays
    • You can edit mappings to set prices and phone numbers. (Be careful what you touch!)
  • Added API Keys and Public Flag to Relays
  • Relays now have public links that allow searching and exporting for clients.
  • Relay Report
    • The relay Report is in Reports under Outbound -> Relay
  • Dialer Interface
    • On load of the dialer, or change of the state checkbox on the lead, it will hide Relays that has states checked that don’t match the lead.
  • Coming soon
    • If there is one or more states selected in a relay the relay will scrub out the lead and give an error. (Requires Relay system update)


  • Mailer and Relay report have been grouped under “Outbound” until we can think of a more clever name.


Patch 4.70

Recordings Section added.

  • Search by date, as well as phone number or extension


  • Added Integration Fields:
    • Phone / Transfer Number
    • Max Monthly
    • Max Daily
  • Modified Dialer Integration
    • Shows only Buyer Relays
    • On Change of Relay, shows / hide button with phone number and TEL: link to call on click via TLDSIP or Zoiper. You may call before or after relaying the lead.


  • Added “Budget” field to Leads
  • Updated Dialer, Vendors, Relays


  • Accounts now can and will be disabled for non payment. You will not be able to log in if your account is disabled.
  • Accounts now have tiers
  • Accounts have new fields added regarding pricing and plans. These will be visible to clients in a future patch under a “My Account” section for administrators only.

Patch 4.60

New Features

  • Added “Policy Name” to policies. This is a text field. It is useful for sending e-mails to clients about their product but wanting to show a different policy name than the official names in the system. It is usable in templates as {policy_name}
  • Product Public, or Public Name is a field you can use to show clients a different name for a particular product. You can customize this in the Products section. It is usable in templates as {product_public}
  • Added Hide Cancelled Policies into Options. This makes it so the agent cannot see their cancelled policies on their dashboard to improve morale.
  • Allowed manual override of cancel dates.
  • Added Maximum Callbacks Option.
  • Added Policies Paid Checkbox


  • Changed way ON and OFF buttons work in Options. When it is on it is now green and says ON. when it is off it shows red and OFF.


  • Unkick was setting to “Submitted” instead of “Quoted”. Now sets to “Quoted” and removes kicker ID.
  • Lead Vendor Scorecard now shows % * 100 for Conversion Rate.
  • Callback Default # (When not configured) had an error.
  • Query error fixed for policies when introducing product_public

Patch 3.22


  • Download as WAV for Recordings.
  • Downloads Passthrough system (private) instead of serve from subdomain (public).
  • *Recordings domain will be removed soon.

Posts and Uploads

  • Fixed issue with Dupe Check inside Vendor.
  • Added Upload Table to record Uploads to keep track of data.
  • Standardized error and processed filenames for Uploads.
  • Processed uploaded files can be downloaded with date, information and who uploaded.
  • After Upload, any errors and dupes now create an error file that can be downloaded along side the processed file.
  • Files are downloaded via passthrough (not public).


  • Mailer Logs now show Open Date
  • Mailer Campaign Performance Report (With Open Rate!)
    • /reports/mailer
    • Tracking Pixel was installed about a Month ago. Older emails won’t have the pixel.