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, […]
How the Trump Health Care Bill 2025 Will Affect Open Enrollment and Insurance Access The sweeping Trump health care bill 2025, signed into law on July 4, 2025, by President Trump, is poised to do more than change the tax code—it will reshape the American health care system in dramatic ways. Although not branded as […]
Share Contact Instantly: TLD’s New vCard SMS Feature Streamline communication and boost professionalism with TLD’s innovative vCard sharing directly via SMS! In the fast-paced world of health and life insurance, making a memorable connection is key. Therefore, our latest feature empowers your team to seamlessly share comprehensive contact information with customers, directly through our integrated […]
CMS Cracks Down: New ACA Rule for Health Insurance & You Big news from the healthcare world! The Centers for Medicare and Medicaid Services (CMS) just released its 2025 Marketplace Integrity and Affordability Final Rule. This significant move strengthens the Affordable Care Act (ACA) marketplace. It also safeguards taxpayer dollars. Consequently, this new CMS […]
CMS Medicare Fraud Alert 2025: What You Need to Know In the latest CMS Medicare Fraud Alert 2025, the Centers for Medicare & Medicaid Services (CMS) announced that over 103,000 Medicare beneficiaries may have been impacted by a widespread Medicare data breach. As a result, unauthorized Medicare.gov accounts were created using stolen personal information from […]
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