TLD CRM: Insurance CRM and VoIP Dialer
TLD CRM helps insurance agencies manage lead intake and policy tracking. It is designed for teams that require an integrated dialer to coordinate outbound and inbound calling.
At a glance
- Category
- Sales
- Best for
- Insurance agencies, Health and life insurance agents, Insurance call centers, Remote insurance sales teams
- Pricing
- Pricing is $100 per seat per month with a 15-seat minimum and a $1,000 one-time setup fee. Usage costs include $0.02 per minute for calling, $0.03 for outgoing texts, and $0.02 for incoming texts.
- Key use cases
- Lead and Policy Tracking, Outbound Calling, Agent Performance Monitoring, Client Follow-up via SMS
- Official website
- tldcrm.com
TLD CRM is a cloud-based platform that combines customer relationship management with a VoIP dialer. It is designed for teams selling health and life insurance, focusing on the workflow from initial lead contact to policy conversion.
The tool supports tracking contact details, policies, and dependents while making calls from a single screen. It includes features for call recording and quality assurance to help managers monitor agent performance.
Buyers should note that the platform requires a 15-seat minimum and involves a one-time setup fee. Additionally, the provider has indicated an onboarding pause until after February 2025, which may affect immediate availability for new customers.
Key Features
A webphone-based dialer that allows agents to make calls and synchronize data within the CRM on a single screen.
Tracks contact information, policies, dependents, and call timelines for insurance prospects.
Uses AI via TLIntel to support call monitoring and quality assurance for training and compliance.
Supports personalized one-to-one SMS and MMS messaging for agent-client communication.
Provides live dashboards for tracking key performance indicators like call volume and conversion rates.
Includes call recording and secure document storage to help agencies meet regulatory requirements.
Use Cases
Managing insurance leads and tracking policy details and dependent information in a centralized system.
Using the integrated dialer to connect agents with prospects while logging interactions.
Supervising live calls via whisper mode and analyzing call recordings to provide agent coaching.
Sending personalized application reminders and renewal notifications through P2P messaging.
Best For
Pricing
Pricing is $100 per seat per month with a 15-seat minimum and a $1,000 one-time setup fee. Usage costs include $0.02 per minute for calling, $0.03 for outgoing texts, and $0.02 for incoming texts.
FAQ
It is designed for health and life insurance agents and agencies, including those operating call centers.
TLD CRM requires a minimum of 15 seats at $100 per seat per month, along with a $1,000 one-time setup fee.
Yes, it is a cloud-based platform that supports browser-based access and includes security features like IP whitelisting and MFA.
No, the platform is designed for personalized, one-to-one P2P messaging.
Source category: Sales
Source subcategory: CRM
