User Data

Reducing Data Errors with Structured Insurance Workflows

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Reducing Data Errors with Structured Workflows Data forms the foundation of every insurance agency’s operation. Leads, client records, enrollments, compliance documentation, and agent activity all depend on accurate, consistent information. When data becomes incomplete or incorrect, the impact is immediate. Productivity slows, reporting loses reliability, and teams lose confidence in the systems they rely on. […]

Patch 10.3.5 – vDay is here, just not in February

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Patch 10.3.5 📲 TLMessenger Updates Added Send vCard feature (enabled for all accounts): vCard will use your User Profile and Account / Agency Profile to create a vcard with your Name, Company/Agency Name, Nickname( if Set ), Phone Number, and Email. For SMS Numbers it will mark them as mobile, For email it marks them […]