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.

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.

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.

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!

This is what you need for your leads to succeed. We have thought of everything from streamlining the setup process with vendors, third parties, and dialer integrations, to your sales, verification and submissions flow. We provide automated email and SMS marketing tools to keep your clients with you and coming back. Make the most out of every lead!

Lead and Policy Management Tools:
- Quick Access Scripts
- Quick Access Quote Tools with Carrier Links
- Robust Vendor System
- Callbacks
- Customer Service Module
- Notes
- Detailed Audit Log
- Automatic recording of who/when in Policy Flow
- Quick Access to Recordings in CRM
- Document Uploader and Storage
- Automated Backups of Recordings and Documents
- HIPPA / PCI Compliance Features
- Post Dates

Marketing Tools:
- Dialer Integrations
- SMS Integrations
- Drip Campaign Email Marketing
- Remarketing (Rewrite) Tools

Reporting:
- Robust Lead and Policy Filter System
- Vendor Performance
- CPA
- Commissions
- Call Reports
- Custom Reports

Phones:
- Free Softphone
- Courtesy Call Center Setup - Queues, Hunt Groups, etc.
- IVR Prompts
- IVR Surveys
- CRM Integrated Recordings
- CRM Integrated Inbound Lead Tracking

Users:
- Robust Role System
- Secondary Level System
- Abilities System
- Custom Date Formats & Timezones
- Full Audit Log of User Actions
- Data Protection for Low Level Agents