Lead Management
Our lead management system makes selling simple. Any information related to a single customer is all found within the lead. Never worry about finding information about dependents, policies, or contact methods. You can even manage your lead sources and costs. Regardless of if the customer is calling in for the first time or the 50th, your agents will have all the information they need.
Managing Leads Through the Sales Flow
TLDCRM has all the tools you need for lead management. Agents can record each step of the sales flow on directly on the lead. Then, when the lead moves to the next step, agents can easily pick up where they left off. Our extensive and accessible logs make nurturing your leads a smooth process.
Quote
Once an agent gives a quote for a policy, it’s recorded in TLD, even if they don’t make the sale. Then your agent can schedule a callback with that customer to close the deal. Plus, anyone who opens the lead will know exactly where they are in the process, so closing deals is simple.
Close
Once you have closed the deal, you are ready to move your customer to the next step. Converting the lead is as easy as clicking Sale! It is then automatically put into the queue to be verified and your sale will be recorded on your dashboard.
Verify
Your verifiers can pick up right where your agents left off. Because our lead management system puts all the information in one place, all they have to do is, well, verify. Record your verifications with our VOIP system and have your recording automatically attach itself to the lead. We can even record all calls to comply with Medicare sales regulations!
Submit
When the policy is finalized, your submitter can easily send all the information required to the carrier. Once submitted, this policy will become active on the effective date. Furthermore, the system will monitor for when the policy comes up for renewal. We even offer custom integrations with carriers that allow for third party apps.
Rescue
Rescue your sales from falling through the cracks. We offer automated features that will auto term your policies so that your agents and verifiers can handle callbacks and renewals. You can set “post dates” to allow your submitters to submit a deal and/or policy at a later date when client funds are available which allows you to remove the lead/policy from your pipeline so you can focus on what really needs to get done: making more sales and closing more deals! But don’t worry, come the post date TLDCRM will place that deal into the submission queue and your submitters will send it off alongside others.
Inbound Lead Tracking
We make receiving leads simple for you and your lead sources. With each call that comes in, your CRM will open with the closest lead match found in your system. Agents will be able to see where the lead came from and any information already on it, saving them time so they can focus on the customer. You can also control which agents can get leads from certain sources. Inbound groups allow you to decide where your calls are routed. This way, you can ensure that your agents are connecting with customers they can sell to and cut down on unnecessary transfers and lost calls.
Managing Lead Vendors
Working with lead vendors? No problem! TLDCRM makes sending leads simple for vendors. You can create vendor sources to your vendor’s specifications in minutes. Then, just provide the lead posting instructions to the vendor and they will be able to send calls directly to your dialer. Or you can upload leads and set up a campaign to autodial the leads on that list. We make working with vendors easier than ever.
Esign
Once you have closed a sale, the only thing left is to sign. TLD now has Esign to make that process simple. No more losing sales due to paperwork issues or waiting around for your customer to send documents back. Your customers can receive and sign documents in minutes, so you won’t waste any time finalizing your sales!