Lead Management for Health & Life Insurance Businesses
Managing insurance leads efficiently is the foundation of every successful agency. TLD’s Lead Management System was built specifically for the insurance industry, to help agencies organize, track, and convert more effectively. Designed for insurance professionals, TLD simplifies complex workflows and gives your team the tools to turn every lead into a lasting client relationship.
With TLD, you don’t just manage insurance leads, you master them. From capture to policy enrollment, every step happens within one seamless, intuitive platform built to accelerate your agency’s growth.
Managing Leads Through the Sales Flow
Not every insurance lead converts on the first call, and TLD helps you stay connected through automated workflows and communication tools. Follow-up reminders, email templates, and scheduled tasks ensure each prospect receives timely, personalized attention.
Whether it’s for Medicare or the ACA, an auto policy renewal, or a cross-sell opportunity, TLD’s lead management solutions keep your relationships strong, without adding manual work
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.
Seamless Integration with TLDialer
TLD’s built-in dialer, TLDialer, unites calling and CRM in one platform. Agents can click to call, log outcomes automatically, and disposition leads in real time.
This integration removes friction, boosts accuracy, and saves valuable time. Your agents spend less time on admin and more time on closing sales, a must for agencies focused on insurance leads across multiple lines of business.
Customizable Workflows & Real-Time Reporting
Whether your team focuses on individual, group, or specialty insurance lines, TLD lets you customize fields and workflows to align with your exact operational needs. Tailor dashboards, permissions, and automations to each role—ensuring every agent and manager has the most relevant data at their fingertips. TLD transforms real-time data into actionable insights, showing you instantly where leads convert best and which campaigns deliver the highest ROI. Crucially, instant notifications enable agents to respond the moment a lead engages, creating the speed and competitive advantage necessary to drive higher contact rates and conversions.
Compliance and Data Integrity
In the insurance industry, compliance is non-negotiable. TLD was built with data security and regulatory accuracy at its core. Every interaction, call recording, and document is stored securely within the lead record for complete transparency and easy auditing.
With permission-based access and detailed audit trails, your agency stays compliant while maintaining client trust at every stage,—whether handling ACA enrollments, Medicare sales, or life insurance policies.
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!