TLDialer – Streamline Sales & Calling

TLDialer eliminates the need for third-party tools or constant system switching. Every call, whether inbound or outbound, happens right inside TLDCRM, allowing your agents to work faster and smarter. Call data, notes, and recordings are automatically stored in the client record, giving your team complete visibility into every interaction.

This tight integration ensures that every insurance lead is properly tracked from first contact to conversion, without missing a single detail. Agents can click-to-dial directly from the CRM, while managers can view real-time performance and campaign data across the entire team.

TLDialer was created with the specific needs of insurance sales teams in mind. Whether you’re focused on health, life, auto, or commercial policies, it adapts to the way your team sells. With built-in tools for real-time monitoring, quality assurance, and compliance tracking, it allows managers to oversee activity and coach agents effectively—without slowing anyone down.

It’s fast, flexible, and scalable, supporting both small agencies and high-volume call centers. As your business grows, TLDialer grows with you, ensuring your sales team always has the capacity and control to handle increasing lead volume.

Every call made through TLDialer is logged, recorded, and stored securely for auditing and training purposes. This not only helps your insurance agency maintain compliance but also provides valuable insights into agent performance and client engagement.

Supervisors can monitor live calls, provide discreet coaching through whisper mode, or step in when necessary. These features help teams stay sharp, improve call quality, and ensure that every client interaction meets your agency’s standards.

TLMessenger, seamlessly integrated with TLDCRM, is the definitive solution for accelerating lead conversion through direct customer engagement. TLMessenger enables agents to conduct genuine P2P text messaging instantly, initiating and managing personalized communication directly from the lead record for maximum speed and relevance. Client administrators retain full control, easily creating and managing a comprehensive library of pre-written responses that agents can quickly deploy, leveraging dynamic fields to ensure both messaging consistency and high-level personalization. Agents utilize TLMessenger for all vital customer interactions—from sending reminders and sharing files to securing necessary verification—empowering them to quickly build rapport and convert leads faster within the familiar TLDCRM environment.

TLDialer is part of TLDCRM’s mission to help insurance professionals work smarter, not harder. It combines efficiency, visibility, and compliance with a single, easy-to-use system designed for real-world insurance operations. From lead generation to final enrollment, your entire communication process runs through one secure and efficient platform.

With TLDialer, your team gains the speed of automation, the confidence of compliance, and the power of integration, all working together to drive growth and maximize performance.