Patch 6.3.8

Embedded Products

You can now embed products with fixed premiums and enrollment fees to go alongside a primary product. These will be set as ancillary automatically to the product being quoted. If you are using this just to track products that already have their price bundled in, then you can leave the premium blank. All other data from the primary policy will be copied (only on creation) to the rest of the ancillary products. This includes billing information and dates as well as the agent sold, etc. This is useful to use with the new Auto Quote / Verify / Submit settings as you can have the product added at any point of the sales process, and then it can keep in sync with the primary.

Auto Quote / Verify / Submit Ancillary Policies

It is now possible to select, per product, that any ancillary products get automatically quoted, verified or submitted along with the primary policy.

This makes it so that the ancillary products stay in sync with the primary, and so the agent only has to quote, verify or submit the primary policy and avoid clicking the buttons on the rest of the ancillaries. This is especially useful for products with 2 or 3 ancillaries.

Send Relays

Now supported in the following sections

  • Appointments
  • Callbacks
  • Favorites
  • Relays Logs
  • Vendors Logs
  • Mailer Logs

Policy Calculations Section

All policy calculations (except marketplace) have been moved to the Calculations section just under the Primary Policy Data. This section can be hidden, as well as any calculation fields that show up by going to Options -> Dialer -> Hide Policy Fields

We have added the following calculations to work with the new Primary / Ancillary Policy system.

  • Total Monthly w/ Ancillary
  • Total Initial w/ Ancillary
  • Total Ancillary Policies
  • Total Ancillary Premiums
  • Total Ancillary Enrollment Fees
  • Total Ancillary Admin Fees

This will help to make sure all your policies equal out. It works well with the embedded policies feature. It will allow your agents to make sure, if premiums are included in a Primary, that the math adds out to the total amount if ancillaries also have a premium set. You can still opt to put the premium information as blank just to track total ancillaries sold, but if you are able to also mark the premiums then you will get accurate reporting on where your premiums are coming from, broken down.

Action Logs

  • Fixed an issue where Manual Insert (new leads) where not inserting an initial status making it impossible to untrash, undnc or unconvert if the first action was not a convertion, trash or dnc status. We are now logging this information correctly.
  • Made sure that policies created by automation have an initial status logged in the system for similar reasons.

Admin Dashboard Changes

Now shows Primary and Ancillary Totals and Calculations for Period as well as In Range.

Moved In Range to the side next to All Range calculations.

Moved Leads totals to it’s own row.


You can now set the following Validation rules per product and per step in the sales process

  • Minimum Contact Age
  • Maximum Contact Age
  • Minimum Dependent Age
  • Maximum Dependent Age

Patch 6.3.7

Emoji Support

You can now customize fields with Emoji’s! Add Emoji’s to your status descriptions to make them stand out for your agents!

  • ๐Ÿ‘€๐Ÿ‘Œ๐Ÿ‘€๐Ÿ‘Œ๐Ÿ‘€๐Ÿ‘Œ๐Ÿ‘€๐Ÿ‘Œ๐Ÿ‘€ good shit goเฑฆิ sH*t๐Ÿ‘Œ thats โœ” some good๐Ÿ‘Œ๐Ÿ‘Œsh*t right๐Ÿ‘Œ๐Ÿ‘Œthere๐Ÿ‘Œ๐Ÿ‘Œ๐Ÿ‘Œ rightโœ”there โœ”โœ”if i do ฦฝaาฏ so my self ๐Ÿ’ฏ i say so ๐Ÿ’ฏ thats what im talking about right there right there (chorus: สณแถฆแตสฐแต— แต—สฐแต‰สณแต‰) mMMMMแŽทะœ๐Ÿ’ฏ ๐Ÿ‘Œ๐Ÿ‘Œ ๐Ÿ‘ŒะO0ะžเฌ OOOOOะžเฌ เฌ Ooooแต’แต’แต’แต’แต’แต’แต’แต’แต’๐Ÿ‘Œ ๐Ÿ‘Œ๐Ÿ‘Œ ๐Ÿ‘Œ ๐Ÿ’ฏ ๐Ÿ‘Œ ๐Ÿ‘€ ๐Ÿ‘€ ๐Ÿ‘€ ๐Ÿ‘Œ๐Ÿ‘ŒGood sh*t

Lead Status Converson

Lead Statuses can now be customized to Convert on any status, including custom statuses. The unconvert button will remove the conversion but not change the status unless.

Nested Quote Tool Links

  • You can now group your quote tools by “Group” which will show as a Dropdown. Icons have been added to links to show wether they are global or custom. Global shows as a lock icon, and custom shows as a box with an arrow in it. Groups will show with a dropdown button. Both Custom and Global links can be organized into groups. Groups are Case Sensitive, so please make sure to use the same cases!

Custom Statuses

  • Custom statuses can now be filtered by Vendor. So you can show certain statuses for only certain vendor leads. If vendor filters are set the custom status will not show up on the form for “New Contacts”.

Custom Fields

Custom Fields allow you to add extra fields not in the primary tables of TLDCRM. You can choose a type of field, section it will show in, and specific filters depending on if it is a lead or policy field to show or hide. This is useful for gathering specific information you don’t normally need, or for adding additional fields for certain campaigns. Fields always show at the bottom of a selected section. The order can be changed by dragging and dropping a field above one another. Fields types set to “Select” or “Multi-checkbox” require a source table to pull data from. All possible sources are shown in the dropdown.

  • Field Type
    • Various different types of fields are supported. Currently “file” and “image” do not work. Will be implemented at a later date.
  • Field Name
    • Must be lowercase and use underscores instead of spaces. The system will take care of this for you.
  • Field Label
    • How the field shows up on the Dialer form.
  • Field Source (For multi-checkbox and Select Menus)
  • Vendor Filter
    • Makes the custom field only show on certain vendors. If set will not show on “New” leads. But will show on auto generated leads from inbounds if it is configured ot that vendor.

Coming Soon: Search and Export custom fields.

Patch 6.3.6

Product Validation

  • Fixed an issue where “Copy From” was not working.
  • You can now check off what State a product is allowed to be sold in.
  • You can also require that the Agent be licensed in that State for Conversion, Validation or Submission under Options config. You can update agent licenses in the User configuration panel.

Patch 6.3.5

New Lead Fields

  • Middle Name
  • Email2

These fields can be disabled under Options -> Dialer -> Hide Lead Fields

New Dependent Fields

  • Middle Name

Product Filter Change

  • For ease of use, the Carrier now shows next to the product in Policies section as well as the uploader.

Uploader / Lead Post Changes

  • You can now upload policies in the Lead Uploader.
    • Policy fields that require an ID number in the system will prompt for you to map the possible data found in the document to system fields.
    • As you map the fields it will remember what you mapped per vendor. However, if your CSV file has data that hasn’t been mapped it will not let you proceed until you map it.
    • If you do not map a Carrier and Product at minimum, policies will not be saved so you cannot process the upload.
    • If certain rows have missing Carrier or Product it will not save that policy but will still upload the lead. An error will show on the uploader page.
    • Black fields do not need to be mapped.
  • We have added the ability to send date information in posts and the uploader as well so you can set fields like Date Created, Date Converted and more.
  • You can assign users with your posts (numeric only) or via mapping the fields (uploader only)
    • Technically, if you have a mapping saved for a vendor, and the data is the same from the post source, it will use that map to process the data. So if you have mapped AgentFirst, Agent Last to an agent in the system, and you pass in AgentFirst, AgentLast via post, it will map out to the Agent’s ID. This may be more complicated and require a call to support to setup.
  • You can now technically upload multiple vendors under one mapping in the Uploader by passing the Vendor ID field. Vendor ID Field will require a map.
  • Lead Uploader Status got a Rework. You can now see more detailed information as to what’s happened to the uploads as they go, including links to open the leads and even how many policies, notes or dependents where added or attempted to add and which where successful.
  • Notes got some attention too! You can now upload CSR request notes, as well as modify all the different information within a note including dates.

Patch 6.3.0

User Licenses

You can now add User License information for Health and Life into the CRM.

  • This can be found by Editing a user and pressing the Licenses Tab.
  • You can set the License Number, State, Date Originally Effective and Date Renewed.
  • You can also attach a file to the license.
  • You can edit the licenses and even reattach files in the table provided. Just make sure to press the blue save button when you edit a license.

Health Insurance Innovations (HII)

  • We have almost completed our TLD / HII Integration Quote and Processing Tool.
  • There are now special fields for HII when editing HII Products.
  • There are now special fields for HII under Third Party when editing users.
  • There is a HII Config Panel in Options, currently hidden, that will provide details how to integrate.
  • The Integration will allow you to quote directly from the CRM, without having to manage links, or go to any different websites to fully quote, submit and verify your policies.
  • It will even take care of Add Ons and linking them to Primary Policies.


  • Documents now preserve a 2nd set of references and ID’s.
    • examples:
      • Policy documents now have lead as the other_reference and the lead ID attached. This is for future use. Documents will be updated accordingly.
      • User Licenses have the user and user id as the other_reference and other_id.
  • Documents now allow for duplicate file entries.
    • duplicates will be appended with -duplicate-timestamp
      • ex:
        • file1.png
        • file1-duplicate-12234543.png

More Hidden Fields

  • You can hide even more fields from the Dialer now in the Options section.


  • Added Logic tags to Templates.
  • Added more standardized Fields to Templates.


  • Fixed issue in Product section where filtering for visible or hidden wasn’t working properly.

Patch 6.2.10

Scripts and Rebuttals

  • You can now toggle on Scripts and Rebuttals for Policies. They will show up under the Save Button in every policy.
  • You can find the setting in Options -> Dialer -> Script and Rebuttals on Policies
  • Scripts and Rebuttals on Policies will auto fill policy information as well as lead using the fields shown in Templates.


  • Updated to show all Lead and Policy fields.
    • *Fields match what is exported.

Primary Policies

  • In order to solve the issue of bundled and add on plans, we have now made it possible to set a Primary Policy on a Policy.
    • This will allow you to select the primary policy based on any other policy on the contact that does not itself have a primary policy.
    • Searches have been added to look for Primary Policies as well as Ancillary policies.
    • Searches have been added to find Policies with Ancillary policies attached.
    • This is not to be confused with Primary and Ancillary Plans. Plans are a product level categorization that can still be used to search.
    • More will be coming on the use of this new feature as we modify reports and other sections of the system to take it into account.
  • Search filters have been added to find Add on / Ancillary Policies
  • UI in Dialer has been updated to show if the product is Ancillary or Primary (x Ancillary) in the top right tab.
  • Info section in Dialer has been updated to show if it is a Primary or Ancillary and the related ID’s
  • Exports for Policies will show Ancillary count when searching for primaries or ancillaries.

Policies Filters

  • “Others” section
    • This section allows you to search by “Other” policies connected to the same contact.
      • This is useful for looking at policies sold alongside other policies. You can filter by plan, product status and more.


  • Callbacks can now be assigned.
    • You must be a manger or higher, or have the “Assign Callbacks” permission.

Admin Dashboard

  • Now shows States in policy lists.



Patch 6.2.9 – Relay Campaigns

Relay campaigns are now live! This opens up tons of possibilities for manipulating and moving data from the TLD System to dialers, SMS, brokers, buyers and more!

Relay Campaigns

  • Mailer Campaigns have been merged into “Campaigns” which now work for both mail and Relays based on the same set of parameters.
  • You can choose a Relay to send the data of the lead instead of an email template.
  • Relay Queues have been created for the system to pick up relay campaigns when they find qualifying leads for the search.
  • Relay Campaigns allow you to filter your leads by particular date criteria as well as other filters like state, vendor, status and more to create robust remarketing campaigns.
  • Example Uses of Relay Campaigns:
    • Send Data to a Lead Buyer if you haven’t converted or contacted leads.
    • Send Data to a SMS to Leads or Policies in certain statuses to remind them to renew their policies, contact the company, or send a happy birthday note.
    • Send Data back to your Dialer to call leads you haven’t contacted with a new priority.
    • Send Data back to your Dialer for renewals.
    • Send CSR’s to your Dialer for followup.ย *requires some more modifications per request
    • Send Callbacks to your Dialer for automated callback followup *requires some more modifications per request
    • Send Data back to your Dialer to call for surveys or check on them at certain intervals after the sale.
    • Send Data back to your Dialer to call for verification, post dates and more.
    • Send Data to a Data Warehouse for storage purposes or reporting.
    • And more! We are looking for feedback on new ideas on how you can use this new system to your benefit!

PHI and PCI Fields

  • We implemented a new method to deal with PCI and PHI Data.
  • Verifiers and Above have access to PCI and PHI Data on the Dialer Screen. as well as those with the “View PHI Data” and “View PCI Data” respectively.
  • Once a Sensitive field has been entered and saved, it will grey out and two icons will appear: edit and delete.
  • If a user doesn’t have permission to view this data, it will appear a starred, some fields have 3 or 4 of the last digits showing.
  • If a user edits a starred field, it will show a blank box in it’s place, expecting the user to type in a new value. If the user types nothing, it will not save or delete the data.
    • Those who have access will have the field auto filled in so they can just edit it.
  • If a user pressed the delete button it will set the greyed out field to blank and remove the data from the edit field.
  • Once the delete button has been pressed, you can undo this delete if you have NOT YET SAVED THE LEAD, by pressing the recycle icon. After pressing saved the data will be lost.
  • This fix solves the issue of Chrome and other browsers auto filling in passwords when we where hiding the data as a “password” field.


  • The following fields can now be searched as a range.
    • Premium
    • Enrollment Fee
    • Admin Fee
    • Deductible

Patch 6.2.8


New Dependent Fields

Dependents are getting some love! We added a ton of new fields for dependents in this patch that start making dependents feel a lot more like leads. Soon we will have an option to turn a dependent into a lead using the lead or dependents data that has been entered so you can save time creating policies for other peoples dependents should they need them. We will preserve a link to this lead on the dependent as well!

  • New Fields
    • Phone
    • Phone Type
    • Phone2
    • Phone2 Type
    • Phone3
    • Phone3 Type
    • Email
    • Email2
    • Medications
    • EMPI
    • MRN
    • Language
    • PCP Name
    • PCP Number
    • PCP ID
    • PCP Office
    • Medicare Claim Number
    • Medicare Part A
    • Medicare Part B
    • Medicaid Number
    • Medicaid Level
    • Enrollment Eligibility
    • Lead Address(means address is same as primary contact)
      • Address
      • Address2
      • City
      • State
      • Zipcode
      • County
      • Country

New Lead Fields

No more sending texts to landlines! You can now select a phone type along with the phone number.

  • New Fields
    • Phone Type
    • Phone Type 2
    • Phone Type 3

New Dependent Fields

  • Enrollment Eligibility
    • This is to keep a history of what the enrollment eligibility was at the time of the policy.
    • New Enrollment Eligibility Types
      • Underwritten
      • ICEP
        • Initial Coiverage Election Period
      • IEP
        • Initial Election Period

RSVP Events Updates

  • Events can now be searched by Zipcode. This disables the search by the leads address information and relies on an internal Zipcode Longitude / Latitude database to find nearby events. It still takes into consideration all other search filters including distance. This should make it easier to find events near a client that does not have or will not give a location.

Patch 6.2.7

More Events Changes

  • Events now support Daily and Weekly Recurring Events.
    • You will be given the option to choose a time begin and end for both of these events.
    • Weekly Events can be set on a specific day of the week.
      • Create multiple Events for different days, this will preserve reporting abilities.
    • You will be able to choose a date to schedule the person for the event. The calendar will limit itself to the day of the week in the future.
      • The Schedule date will automatically update itself based off the time of the event and the date scheduled.
    • Setting a One time event removes all time and weekday data.
    • Setting a daily or weekly event removes all one time event data.
  • Added Attendees, Guests and Total Attendees to Appointments Table.
  • Added filter to show Events with Attendees or without.

Notes & CSR’s

  • You can now search through notes and CSR’s in the leads section. You do not have to click show notes, the system is smart enough now to know when you are searching for notes and will auto join the notes table and show the data when needed.
  • CSR and Note Search fields have been added to the filters.
  • *Upcoming: CSR sections will be updated to use lead data instead of policy data which will prevent duplicate CSR’s from showing, or just best guessing the policy in the table.

Leads and Policies Contact and Medicare Filters

Standardized some of these search fields.

  • Contacts
    • First Name
    • Last Name
    • Phone
    • Phone2
    • Phone3
    • Email
    • City
    • Zipcode
  • Policies
    • Group
    • Terms
    • Current Term
    • Premium
    • Enrollment Fee
    • Admin Fee
    • Deductible
  • Medicare
    • Age from Medicare
      • Now has Upper and lower limit (optional)
    • Dependent Age from Medicare
      • Has Upper and lower limit (optional)


  • Added more filters
  • Organized Filters into sections similar to leads section.
  • Added Guests field.


  • Added “Change Cost” to system. Allows users to Change Cost of a lead if needed.

Pending Payments

  • Added Plan to filters.
  • Added Date Interrupted filter.


  • Fixed issue with Dependents Search

Patch 6.2.6

Events Improvements

  • The following have been changed to ID numbers instead of text. They now work with multi-checkboxes in the filters instead of fields. Search has been updated to look through the fields instead of text.
    • Company
    • Event Group
    • Event Type
  • The Appointments for RSVP section has been updated to allow for searches within companies, groups and event types, not just distance.


  • Added Custom Fields for you to create. There are no default system fields for these sections as they are account specific only.
    • Company
    • Event Group
    • Event Type
  • The Add Custom Status button has been changed to a dropdown with the following:
    • Add Custom Status
    • Add Company
    • Add Event Group
    • Add Event Type
  • Fixed a meta issue for fields with ONLY custom Fields, and no default fields

Dialer Field and Section Hiding

You can now remove certain sections and fields from the dialer screen in the Options section. This will hide (but not remove) those fields so there is no loss of data if you import the data, but just don’t want agents to see it. More fields to disable will be added in the future. Critical ones such as first name last name phone, etc will always remain permanent.

  • Lead Sections
    • Medical Information
    • Medicare Information
    • Insurance Information
    • Marketing Information
    • Admin Information
  • Policy Sections
    • Policy Date Information
    • Beneficiary Information
    • Billing Information
    • Marketplace
    • User Information
    • System Date Information
    • Other Information
    • Mailer
    • Documents
  • Lead Fields
    • Phone3
    • County
    • Country
    • Country of Birth
    • Language
  • Policy Fields
    • Application Number
    • Terms
    • Current Term
    • Rewrite ID
    • Rewrite Refused
    • Deposit
    • Actual Premiums
    • Actual Monthly
    • Actual Initial
  • Customer Summary
    • Disable Summary
    • Actual Fees
    • Actual Monthly
    • Actual Premium
    • Monthly Fees
    • Initial Fees
    • Admin Fees