Tldcrm Total Lead Domination

Total Lead Domination is a TCPaaS 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 webphone for use with our dialer service. Take the headache out of managing your lead sources, book of business, and PHI/HIPAA protected information. We have thought of everything from streamlining the setup process with vendors to your sales flow. We even provide conversational SMS (with 10DLC Registration) to keep your clients with you and coming back. Totally dominate every lead with the following features and more! 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 - HIPAA / PCI Compliance Features - Post Dates Marketing Tools: - Dialer Integrations - Conversational SMS - Remarketing (Rewrite) Tools Reporting: - Thorough Lead and Policy Filter System - Vendor Performance - CPA - Commissions - Call Reports - Custom Reports Phones: - Webphone - Courtesy Call Center Setup - Ingroups, Common Workflows, etc. - IVR Prompts and Surveys - CRM Integrated Recordings - CRM Integrated Inbound Lead Tracking Users: - Robust Role System - Secondary Level System - Unique Abilities - Custom Date Formats & Timezones - Full Audit Log of User Actions - Data Protection for Low Level Agents