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 […]
The ACA Tax Credit Fight and Rising Health Costs: What Insurance Agencies Need to Know The debate over ACA tax credits and rising health costs is reshaping the landscape for health insurance agencies and brokers. New national polling shows strong public support for extending Affordable Care Act marketplace tax credits, while congressional leaders are warning […]
FCC TCPA STOP Rule Update 2025: What Businesses Need to Know We’ve all gotten those unwanted marketing texts — and the one word we use to make them stop is “STOP.” Under the Telephone Consumer Protection Act (TCPA), that simple command has been a core consumer right for years. Now, the Federal Communications Commission (FCC) […]