tldcrm.comAffordable & Easy to Use Insurance Call Center Software - CRM, Dialer & Marketing

Affordable & Easy to Use Insurance Call Center Software - CRM, Dialer & Marketing Features Lead Management Sales Flow Phone System Marketing Tools Crowd Sourced Pricing About Contact (877) 530-9653 Support Login Schedule a Demo An easy to use and affordable SaaS Platform for Insurance Agencies & Call Centers. (877) 530-9653 sales@tldcrm.com Sales Flow We take your contacts from lead to sale and even renewals with a robust workflow that allows you to know exactly who did what and when with detailed auditing features. Callbacks, Appointments & Events Schedule your contact with agents for in home or in office visits! Manage your callbacks and appointments in our easy to use Calendar. Create Events and RSVP your clients and track who showed up and more! PHI / HIPAA Compliant We take great measures to secure your data. All of our operations and third party vendors have signed a BAA with us, and we will of course sign one with you! Managed Backups Did you know if you lose a single medicare recording on request, you forfeit your forward commissions? We store and backup your data in three different locations per medicare specifications. Flexible Contracts We get it. Your call center grows and shrinks all the time. Why get stuck with seats you don’t need? We allow you to scale up and down every month and still keep your users in the system to keep track of data. Agent Control Control every detail of what your agents see. Protect your data from your staff and give sensitive access to only those who need it using our predefined roles or specific abilities. Agency Friendly Not just for Call Centers! Using our “My Business” section you can allow your agents to control their book of business. From leads and policies to callbacks and appointments. If you trust them, give them control! TLDialer - VICIDial Reimagined TLDialer is a Native Integration with our Hosted VICIDial service. Your agents work from one screen. Data synchronizes automatically. Our VICI Servers are always up to date. Third Party Integrations Our platform has a relay system that lets you send your data where you need it, from dialers to SMS and other marketing platforms. Need a custom integration? We’ll implement it as an option in our system. Experienced Staff We have been in the call center industry for over 8 years. Let us help you setup your call center optimally so you can focus on getting your agents to sell. We add that personal touch no other company offers. Skyrocket Sales Our lead to sale workflow will boost you over the top of the call center game. Reporting Quick glimpses and detailed lead vendor analysis let you fine tune your expenses. Personal Approach Unparalleled customer service by phone, chat and email. Call us anytime. Crowdsourced Features We bring the best of everyone’s workflow into one monolithic system for your benefit. Lead Management From third party source integrations, dialer relays, and inbound call flow, we make lead management easy. Stop tracking things manually. Marketing Tools Use our SMS relays to keep your clients up to date, or create an email drip campaign based on live lead statuses. Reach them at the right time. Commissions Tracking Import your commissions monthly and keep your leads, policies and commissions all synced to get a real look at your agencies success. About Our Company TLDCRM is run by the creative and technical team at Esotech . The lead developer and original system designer has been involved over 8 years on the data side of the Health and Life Insurance Sales industry as well as digital marketing and systems consulting. Working with hundreds of call centers over the years we have been able to streamline our system to fit all workflows. TLDCRM is a cloud based CRM and VoIP platform that can be used from anywhere in the world. Our headquarters is in Miami, FL. With offices in Southern California. Founded in 2008, Esotech has been building systems for almost 10 years. TLDCRM, an Esotech property, has been up and operational since 2013. We aren’t just involved in the insurance industry. We have the experience to come up with solutions for anything regarding the web and automating your business. What is TLDCRM? TLDCRM or Total Lead Domination is a SaaS (Software as a Service) cloud based platform and VoIP system for insurance sales regarding health, life and other ancillary products. We provide the tools you need to succeed at selling. What services we provide? We provide a CRM to manage your lead and policy flow, as well as a free VoIP Softphone if you decide to use our phone systems. We also provide all compliant backups of recordings and documents uploaded to our system. How can we help your agency? We take the headache out of managing and analyzing your lead sources as well as your current book of business. We can help you setup your call center to run smooth and efficient as well as manage all your PHI/HIPAA protected information. Why should you choose TLDCRM? There is no insurance tailored CRM out there that manages call center lead flow and data like we do. We are constantly improving and adding modules to the system at no cost to you. If what we have doesn’t work for you we will work to accommodate! “It’s not about having the right opportunities. It’s about handling the opportunities right.” – Mark Hunter Latest Patches Patch 7.5.0 December 13, 2019 12:23 pm December 13, 2019 Patch 7.0.6 September 23, 2019 7:44 am September 23, 2019 Patch 7.0.5 September 4, 2019 11:37 am September 4, 2019 Patch 7.0.4 August 1, 2019 11:50 pm August 2, 2019 Fanatical Support Have questions about the system, or are you planning a new campaign and would like advice on how to proceed? Our support services can be used via email or a simple phone call. All information is kept private and secure. Give us a call or fill out or contact form to request a demo or get more details information on the system. TLDCRM is a large system and was made with ease of use in mind. That being said, initial setup can be daunting since it’s a combination of business workflow and systems training. We are here for you 9 – 7 Eastern with email support after hours. Phone Support: 1.888.646.9653 x2 Phone Sales: 1.888.646.9653 x1 Email Support: support@tldcrm.com Sales Inquiries: sales@tldcrm.com First Name* Last Name* Company Name Phone* Email* Agents 1 - 10 20 - 50 50 - 100 100+ Industry Mixed Health Insurance Life Insurance Dental Insurance Other Offer Code Questions or Comments Company 17001 NW 82nd Court Miami, FL 33015 Tel: (888) 646-9653 Tel: sales@tldcrm.com Reviews Navigate Lead Management Sales Flow Phone System Marketing Tools Crowd Sourced Blog Subscribe to latest news Sign Up Latest news delivered right to your inbox! 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