Insurance Agencies and Brokers must stay vigilant about evolving Do Not Call (DNC) regulations, especially when state-specific holidays and restrictions come into play. For August 2025, here’s what you need to know to stay compliant and avoid unnecessary risk. 📅 Restricted Call Date – August 2025 August 11, 2025 – Victory Day Restricted State: Rhode […]
Minor Fixes and Updates Centered Tags on Users and Vendors, it was slightly off. The Quick Search in Vendors now allows you to search by DID in any Phone Format. Interruptions Tab has been Added to the Agent Dashboard To turn this one go to Settings -> Options -> Dashboard and set it the setting […]
TLDCRM Cybersecurity and Compliance: Secure Your Data with Role-Based Access In today’s data-driven world, TLDCRM cybersecurity and compliance aren’t just optional—they’re essential. Businesses must protect client information while meeting strict standards like SOC 2, HIPAA, and CMS. At TLDCRM, we help you stay ahead of evolving threats with built-in security tools that support your compliance […]
Understanding FCC’s “Reasonable Means” Rule for SMS Opt-Outs: Are You Prepared? Maintaining TCPA SMS opt-out compliance is becoming more complex due to the FCC’s updated interpretation of what constitutes a “reasonable means” to stop unwanted text communications. As businesses rely more on SMS for outreach, understanding and honoring these opt-out requests is critical—not just for […]
Documents Added Ability to Move Document from a Lead or Policy to any Lead or Policy. This logs in Change Logs Added Remove Document function, currently this is staff only currently. Deletes the Document Reference and the File. This logs in Change Logs Esignatures Added checkbox Icon in Template Builder, allows client to Check off […]
TLMessenger – Inbound SMS / MMS Blocking A little flag now exists on the TLMessenger Window. Clicking this flag will allow you to Block / Unblock a Contacts Phone numbers from inbound SMS. A popup will ask you for a “Reason” Any further inbound messages will not notify the agent, and will not store any […]
Introducing the New Vendor Call Log API: More Control, Deeper Insights for Our Valued Partners At TLD, we are relentlessly committed to enhancing our reporting capabilities and overall system functionality. We understand that accurate, accessible, and real-time data is critical for your success, and it’s our mission to equip you with the best tools […]
The Rise of AI—and the Risk That Comes With It Artificial Intelligence (AI) is transforming how businesses operate, especially in fast-paced industries like insurance. While these tools offer speed and scalability, AI data protection in insurance sales must remain a top priority. Without proper safeguards, AI systems can expose sensitive personal data—as demonstrated in a […]
Next up for the Vendor API’s is the Vendor Call Log API, which allows you to limit and customize what a vendor can pull. By default it is disabled, once you set it up, vendors will be able to use the URL provided in the Call Log API to query data out of TLD similar […]
We’ve just released a major update to our Vendor system with the introduction of the new Vendor Availability Ping and several UI/UX improvements across the Vendor ecosystem. Here’s what’s new: 🚦 New: Vendor-Specific Availability Ping This new Ping system is tied to individual Vendors and allows you to log availability pings without including phone numbers, […]
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