TLDCRM’s robust lead management system empowers vendors to seamlessly submit lead information, triggering an immediate connection with a qualified agent and initiating the sales journey. Our comprehensive platform tracks every step of the process, from initial conversion to finalized sale, capturing all agent notes, recordings, and key interactions. This transparent data visualization provides supervisors with invaluable oversight, enabling them to:

TLDCRM’s scalable architecture and feature-rich ecosystem adapt to the unique needs of any insurance organization, from small agencies to large enterprise groups. Our dedicated onboarding team conducts a comprehensive analysis of your workflows and strategic goals. This assessment informs the development of a custom solution that seamlessly integrates with your existing submission platform and empowers your team to achieve optimal performance. Whether you require advanced call routing for high-volume teams, automated compliance tracking for complex regulations, or a reporting dashboards for executive insights, TLDCRM delivers a tailored solution that drives measurable results.

Upon successful registration of your 10DLC Brand and Campaign, TLDCRM unlocks the power of personalized SMS/MMS communication for your agents. This enables them to nurture customer relationships throughout the insurance journey, providing timely updates and reminders at key touchpoints. From initial sign-up information to enrollment application stages, and even renewal notifications, this direct communication builds trust and fosters customer engagement.

TLD offers comprehensive support options to ensure your success, with dedicated online channels and additional emergency assistance.