Last Updated
Overview
TLDCRM streamlines insurance sales operations with a fully integrated CRM, dialer, and VoIP system built for call centers. It drives performance at scale with real-time reporting, workflow customization, and expert support. While occasional interface freezes may occur during updates, its powerful tools and continuous feature enhancements ensure lasting operational efficiency.
TLDCRM Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is TLDCRM?
Built specifically for health and life insurance sales, Total Lead Domination CRM (TLDCRM) combines a powerful CRM and dialer solution tailored for high-performing call centers, particularly those in health and life insurance sales. Backed by over a decade of industry experience, this platform supports sales operations with customizable workflows, scalable accounts, and advanced technology updates. Its cloud-based data security and responsive support ensure reliability. TLDCRM software delivers the tools and infrastructure needed to streamline operations, improve performance, and stay competitive in fast-paced insurance sales.
TLDCRM Pricing
The TLDCRM cost breakdown is as follows:
- Agency Plan (CRM and Dialer): $100/month/seat
- One-time Onboarding/Setup Fee: $1000
Disclaimer: The pricing is subject to change.
TLDCRM Integrations
TLDCRM offers integration options with various platforms, including:
- OnScript AI
- Blacklist Alliance
- Balto software
- Klaviyo
- KLaunch
- OutboundANI
- Contact Center Compliance
Who Is TLDCRM For?
TLDCRM is an industry-specific solution that serves insurance agencies, particularly in health and life insurance, and for high-capacity call centers.
Is TLDCRM Right For You?
TLDCRM is a fully integrated CRM system designed around real-world workflows in health and life insurance. This platform supports sales, communication, retention, commissions, and service goals while simplifying lead management, reporting, and VoIP. Its constant updates and industry expertise make it a strong choice for scalable, intuitive call center operations.
Are you still unsure about TLDCRM? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
TLDCRM Features
TLDialer
The feature supports high-volume operations by merging CRM and dialer tools into one screen. It ensures accurate syncing of dispositions and call records while delivering crystal-clear conversations through advanced web phone features built into TLDCRM.
Lead Management
The platform’s lead management tool organizes contacts, dependents, notes, and policies. Every interaction is logged on to a personalized timeline. Moreover, it enables thorough recordkeeping and better visibility of agent activity within the TLDCRM environment.
Data Management
The software includes a real-time sales board and advanced filters for building custom reports. All business information remains securely stored across multiple backups. Also, its reporting engine simplifies tracking key data across departments and campaigns.
Account Customization
TLDCRM adapts to various business models by allowing selective access, user-based pricing, and product configuration. Its supported branding elements and third-party integrations enhance workflow efficiency, made possible through the flexibility of its robust API framework.
Workforce Management
Workforce management with TLDCRM is streamlined through roles, permissions, and group segmentation. Agencies and teams can be structured for operational clarity, ensuring each user functions within clearly defined access levels across the TLDCRM system.
Pros And Cons of TLDCRM
Pros
Customizable reporting features with a dynamic column builder
Intuitive navigation with logical workflow progression
Offers frequent enhancements based on user feedback
Cons
Some limitations are tied to the use of the Vici dialer
Software may temporarily freeze during updates
TLDCRM Reviews
Total 14 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars79%
4
Stars7%
3
Stars7%
2
Stars7%
1
Stars0%
Share your experience
Ervence P
Accident and Health Contingency, 1-10 employees
More than a year
“Been using it since 2021”
Pros
Pretty simple interface, and the couple of times I had questions or need helped, it’s been easy to get in contact with the support team
Cons
N/A
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Juan
Insurance, 500+ employees
More than a year
“Highly Recommended”
Pros
Unmatched Customization & Agility: The platform is essentially built by its users. The development team takes direct feedback and rolls it into your instance or system-wide. You will never hear "that can't be done" or get up-charged for a "premium package" feature. Top-Tier Data Security & Compliance: Their data storage and compliance infrastructure go way beyond standard CRM platforms. With Triple-Location Cloud Backups, built-in HIPAA/PCI compliance, strict IP address whitelisting, granular access logging, and PII auto-redaction during call transcription, your data is incredibly secure. Built for Enterprise & Large Accounts: Managing high-volume lead flows is effortless. Features like SSN cross-checking, real-time data syncing to prevent double leads, and advanced data hygiene filters ensure compliance with TCPA and carrier rules without sacrificing system speed. True Industry Experts, Not Just a SaaS Vendor: The team actually understands the insurance space. They offer tailored, custom build-outs and personal support rather than treating you like a standard ticket number or locking you into rigid corporate contracts. Empowering Support Team: Instead of keeping you dependent on them for every minor change, their friendly support staff actively teaches your team how to manage your own backend workflows, updates, and custom reports. All-in-One Tech Stack: Having the TLDialer natively built into the CRM eliminates the technical headaches, data delays, and dropped dispositions that come with trying to bridge a separate CRM and dialer together.
Cons
No Native Mobile App: The platform is strictly cloud-based and optimized for desktop/browser access. If your agents or managers rely heavily on a dedicated mobile app to work on the go, this could be a drawback. The System is Highly Detailed: Because the platform is so incredibly customizable and feature-dense, there can be a slight learning curve for completely new staff members who are used to basic, rigid software. (Though their hands-on training support mitigates this heavily).
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rhea
Insurance, 1-10 employees
Less than 6 months
“Overly complicated for no reason”
Pros
not much to be honest, the customer service is quick to respond but if the UI was more intuitive and actually made sense i wouldnt even need customer service.
Cons
it feels old and the user interface is atrocious setup is overly detailed and unclear, fields have indescript titles/names that make it hard to know what to enter. There is no detailed training for each thing an admin might need to do like just getting users set up. They speak in jargon. I'm very much regretting choosing them. feels like windows 97, gross
Rating Distribution
Ease of use
2
Value for money
4
Customer Support
4
Functionality
4
Frequently Asked Questions
What level of support does TLDCRM offer?
TLDCRM software provides support through phone and email.
Who are the typical users of TLDCRM?
TLDCRM is specifically used by health and life insurance agencies and call centers.
What language does TLDCRM support?
TLDCRM supports various languages, including English, Spanish, Vietnamese, and Portuguese.
Does TLDCRM offer an API?
Yes, TLDCRM provides API access.
What other apps does TLDCRM integrate with?
TLDCRM provides partner integration options with a range of platforms, including OnScript AI, Blacklist Alliance, Balto, Klaviyo, KLaunch, OutboundANI, and Contact Center Compliance.
Does TLDCRM have a mobile app?
No, TLDCRM does not offer a mobile app.
What types of pricing plans does TLDCRM offer?
The TLDCRM price begins with the Agency Plan, which includes CRM and dialer access, at $100/seat/month. There is also a $1000 one-time setup fee. Get a custom cost estimate specific to your needs.