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What is TLD CRM?

Our all-encompassing workflow streamlines the journey of your contacts, guiding them from the moment they are leads to the final sale and into the renewal stage, while offering you valuable insights into your team's activities alongside comprehensive auditing options. You have the ability to carefully regulate your agents' access, protecting sensitive data by allocating specific permissions only to those who genuinely need them, whether through predefined roles or tailored permissions. Schedule meetings with agents for both in-home consultations and office visits with ease! Manage callbacks and appointments effortlessly thanks to our intuitive Calendar feature, which allows you to create events, send invitations to clients, and track their attendance among various other capabilities! This system extends beyond call centers; within our "My Business" section, agents can independently manage their portfolios, overseeing leads, policies, callbacks, and appointments. If you trust your team, grant them the autonomy they deserve! TLDialer offers a seamless integration with our Hosted VICIDial service, enabling agents to function within a unified interface where data updates occur automatically. Our VICI Servers guarantee that your system operates smoothly and remains up-to-date, significantly boosting overall productivity. Furthermore, this streamlined method promotes enhanced communication and collaboration among all team members, ensuring that everyone is aligned and informed. Ultimately, this solution not only optimizes operations but also enhances the overall efficiency of your business processes.

What is InsuredMine?

Insurance agents can enhance the long-term value of their clients by utilizing digital tools such as insurance wallets, chatbots, and an interactive agent portal to boost policy sales and improve customer retention. These digital features are comprised of several components: 1. MOBILE APP - This includes a Policy Wallet, Push Notifications, Reminders, Agent Information, Insurance Cards, an Accident Checklist, a Home Risk Assessment tool, and a Customer Profile Builder. 2. AGENT PORTAL - This platform offers an Analytics Dashboard, a Renewal Tracker, a Deal Board, Email Integrations, Customer Chat capabilities, and Comprehensive Reports. 3. CHATBOT - This feature facilitates Agent Connection and provides AI-Driven Quotes, further streamlining the customer experience and improving service efficiency. Ultimately, the integration of these digital solutions can significantly enhance the effectiveness of insurance agents in managing their client relationships.

Media

Media

Integrations Supported

Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Sonant
Twilio

Integrations Supported

Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Sonant
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per user per month
Free Trial Offered?
Free Version

Pricing Information

$69per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Esotech

Date Founded

2013

Company Location

United States

Company Website

info.tldcrm.com

Company Facts

Organization Name

InsuredMine

Date Founded

2017

Company Location

United States

Company Website

www.insuredmine.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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