Data Management

office workers managing data and graphs

Data management is a major key to success for your business. With TLDCRM, managing your data is simple. With our advanced relay system, your reporting is updated in real time, so you can see the most up-to-date information. And, with our comprehensive reporting options, you can find the data that is important to your business. More importantly, that data is secure, so you can relax knowing that your book of business is backed up and safe from bad actors. 

Secure Data Management

We know that protecting your book of business is at the top of your mind. Especially for insurance sales, where protecting your clients data matters the most. That’s why we have put a number of measures in place to protect all the data you put into TLD. 

  • Multi Factor authentication on login
  • User permissions and roles that determine who can access certain data
  • Encryption for all data being sent in and out of TLD via APIs
  • Restricted access based on IP Address
  • Logs that show who has access, changed, or exported data

You also never have to worry about losing information that is important to your business. TLD backs up all data in three secure locations, so you can rest easy knowing it’s safe.

Explore Reporting

TLD’s explore pages serve as a hub for all of your data. Create tailored reports using a variety of data points to uncover valuable insights. And then users can create reports to automatically share with colleagues, management, or carriers, fostering collaboration and data-driven decision-making. Our Explore pages include:

  • Leads
  • Policies
  • Dependents
  • Notes
  • CSRs
  • Calls
  • Callbacks

Real-Time Data Tracking

Sales Board

Our live Sales Board allows you and your team to track sales and calls as they happen. View a wealth of information about calls happening in real time and sort by total sales for the day or week and  split sales information between primary and ancillary products.  You can even run contests for the month in TLD; choose and track the metrics you want to focus on and keep your agents motivated!

Agent CPA

The Agent CPA report provides a view of an agent’s performance across various metrics for the day. Focus on daily metrics to view progress and provide immediate feedback. You can even customize the report to display the most relevant metrics for your specific roles and business goals. Track data, such as sales made, calls taken, and even conversion rates. This real-time data helps you gain a comprehensive view of team performance and identify individual strengths and weaknesses.