TLD CRM

February 2026 Restricted Call Dates for Insurance Agencies

February 2026 Restricted Call Dates For insurance agencies and brokers, outbound calling remains a critical channel for lead follow-up, policy reviews, renewals, and cross-sell opportunities. It’s important to remember that not all days are equal when it comes to compliance. February 2026 Restricted Calling Dates (U.S. Only) February 16, 2026 – President’s Day Alabama Louisiana* […]

January 2026 Restricted Call Dates for Insurance Agencies

January 2026 Restricted Call Dates: What Insurance Agencies and Brokers Need to Know For insurance agencies and brokers, outbound calling remains a critical channel for lead follow-up, policy reviews, renewals, and cross-sell opportunities. But as 2026 begins, it’s important to remember that not all days are equal when it comes to compliance. Several U.S. states […]

The Real Cost of Disorganization in an Insurance Agency

The Real Cost of Disorganization in an Insurance Agency 1. Introduction: Disorganization Isn’t Just an Inconvenience, It’s a Cost Center Across the insurance industry, many agencies operate with more complexity than clarity. Lead lists live in spreadsheets. Notes sit in emails. Calls are stored in separate systems. And every missing data point creates uncertainty. Disorganization […]