TLD CRM
✓ Verified ProfilePowerful, Affordable CRM & Dialer Built to Grow Your Insurance Business
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Product Overview
TLD CRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
TLD CRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Insurance Software 14 selected features Open category ↗ ⌄
Total Lead Domination (TLD) is a leading provider of cloud-based software solutions, built specifically for the success of health and life insurance call centers. Total Lead Domination is an SAAS platform tailored for health, life, and ancillary insurance products. We provide a CRM with all the tools necessary to manage your lead and policy flow, as well as a web phone for use with our dialer service.
Insurance Rating
Contact Management
Insurance Policy Management
Document Management
Claims Management
Self Service Portal
Property & Casualty
Commission Management
Policy Management
Life & Health
Workflow Management
Audit Trail
Quotes/Estimates
Activity Tracking
Pricing Information
TLD CRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$100
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
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Frequently Asked Questions
TLD CRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
TLDCRM was created with health and life insurance sales in mind. Our team has years of experience working with the health insurance industry and has continued to work with hundreds of call centers across the country over the past 10 years. We provide a robust CRM to manage your sales, as well as a dialer. And your account can be customized to your business’s needs at any time. TLD has everything your team needs to dominate the competition.
- Boost sales with an optimized workflow.
- Scale your account to the needs of your business.
- Secure your data with cloud backups and multiple security measures.
- Keep up with the latest tech advancements integrated into TLD regularly.
- Get quick support on any requests or questions you may have about your account
**TLDialer**
TLDialer is our integrated dialer optimized for high capacity call centers. Your agents work on one screen for both the CRM and Dialer while the system takes care of synchronizing data and dispositions in the background. Calls on our dialer come in crystal clear, utilizing the latest web phone technology.
**Lead Management**
Keeping track of customers is simple with our lead management system. You can find contact information, policies, dependents, notes and more attached directly to the lead. Each contact displays a unique timeline of all calls, views and actions that occurred on that contact.
**Data Management**
From a real-time sales board to in-depth reporting, you can get all the data that matters to you. All your business’s information is secure and backed up to three different locations. Analyzing reports is easy with our robust reporting options; filter for a variety of data points to find the data you need.
**Account Customization**
Tailor your account to your needs. Scale your account to match your business and only pay for the users you have. Decide who can access what data, customize the products available, add your branding, and more! You can also integrate your favorite applications for workflow and reporting seamlessly with our robust API. Your account works for you!
**Workforce Management**
Organizing and managing your workforce is simple in TLD. With roles and abilities, you can decide what kind of access your users have in the account. You can also sort them into groups and agencies to put your workforce structure into practice within the system.
For more information visit: https://.tldcrm.com
- No, TLD CRM does not offer a free version.
- No, TLD CRM does not offer any free trial.
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TLD CRM offers the following pricing plans & packages:
Basic
$100 Per Month
-
TLD CRM supports the following payment frequencies:
- Monthly Subscription
- No, TLD CRM does not offer an API.
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TLD CRM offers support with the following options:
- Email , Phone , Chat , Knowledge Base
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TLD CRM offers training with the following options:
- Live Online , Documentation
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TLD CRM supports the following languages:
- English
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Following are the typical users of the TLD CRM:
- Self-Employed , Small-Business
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TLD CRM supports the following deployment:
- Cloud Hosted
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TLD CRM supports the following devices and operating systems:
- Web-Based
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