An availability ping update is critical whenever a vendor switches between ingroup routing and state routing. Without this adjustment, the system checks the wrong filter, making vendors appear unavailable, skewing performance stats, and disrupting call flow across the platform. Two Types of Routing Ingroup routingUses parameters to confirm availability within a defined call group. State […]
A Policy Meant for Security Creates New Challenges The new CMS 30-minute timeout policy requires users of the CMS Enterprise Portal to log back in after half an hour of inactivity, a measure designed to protect consumer data but one that is proving disruptive for agents and brokers. Because enrollment consultations often last longer than […]
ACA at a Crossroads: CMS Cracks Down on Enrollment, Brokers Brace for Impact If you’ve been feeling like the world of ACA coverage is shifting rapidly—and with high stakes—you’re not alone. CMS is zeroing in on improper and duplicate enrollments, and the ripple effects are poised to land squarely in your lap, whether you’re a […]
September 2025 Restricted Calling Dates – Compliance Alert If your team handles outbound calls or text marketing, staying compliant with holiday calling restrictions is essential. DNC has just released the 2025 September Restricted Do Not Call Dates, and understanding them now can prevent major compliance headaches later. Key U.S. Restricted Date September 1, 2025 – […]
Why Understanding the Difference is Key for Your Call Center In the fast-paced world of insurance call centers, efficiency is key – but so is playing by the rules. Two crucial tools often confused are the Block List and the Internal Do Not Call (DNC) List. Understanding their differences and managing them effectively isn’t just […]
Why Consent Matters More Than Ever in Client Messaging (And What Recent Court Rulings Tell Us) When it comes to texting your clients, most businesses believe they’re playing it safe—especially if they’re just sending informational messages. But recent legal developments are sending a clear message: consent is everything, and even well-meaning texts can get […]
Phishing Is Still the Easiest Way In—Even at Google. Here’s How to Protect Your Business In 2025, cyberattacks are rarely about brute force. They’re about trust—and that trust is being exploited through tactics like voice phishing. A recent Salesforce breach campaign exposed just how vulnerable even the most secure organizations are. Companies like Google, […]
Unlock Smarter Spending for Insurance Agencies: Deep Dive into TLDCRM’s Advanced Inbound Pricing (AIP) Module In the competitive world of insurance, every qualified lead and marketing dollar counts. Therefore, insurance agencies and brokers using TLDCRM need strong ROI. Ultimately, that means attracting inbound insurance leads and also managing their acquisition cost. Consequently, TLDCRM’s Advanced […]
Minnesota’s New Consumer Data Privacy Act: What It Means for Insurance Agencies and Brokers On July 31, 2025, the Minnesota Consumer Data Privacy Act (MCDPA) officially went into effect, introducing one of the most comprehensive consumer data protection frameworks in the country. For insurance agencies and brokers who operate in Minnesota or engage with Minnesota […]
Understanding FCC’s “Reasonable Means” Rule for SMS Opt-Outs: Are You Prepared? Maintaining TCPA SMS opt-out compliance is becoming more complex due to the FCC’s updated interpretation of what constitutes a “reasonable means” to stop unwanted text communications. As businesses rely more on SMS for outreach, understanding and honoring these opt-out requests is critical—not just for […]
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