New Insurance Sales CRM Makes Small-Mid Size Brokers and Offices Competitive with Big Companies

New CRM system just released for small and mid size insurance sales agencies, giving them all the tools and automation of large and highly automated insurance companies. The Lead Depot CRM (TLD CRM,) is a turn key system offering a full CRM system with office automation features only available in enterprise level systems until now.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friendRepost This
CRM agent report from TLD CRM health insurance CRM system

TLD CRM Agent Report

We have over 20 agents operating from our office using TLD CRM, we've lowered our operating costs, our agents are more productive, and improved our closing ratios, & we can monitor activity in real time!

Coral Springs FL (PRWEB) June 25, 2014

A new CRM system has just been released specifically for small and mid size insurance sales agencies giving them all the tools and automation of large and highly automated insurance companies. The Lead Depot CRM, TLD CRM, is a turn key system offering a full CRM system with an integrated VOIP (Voice Over IP) phone system, automated dialer integration, real time reports and monitoring, digital recordings of verification calls, email drip campaign/followup, and automated lead importing from top lead vendors via API.

A major benefit of this new CRM is it is browser based and does not require an onsite server or any software other than standard Internet browsers such as Chrome or Firefox.

TLD CRM includes a manual power dialer and is compatible with both the Genesis and Five 9 automated progressive dialers. The system is also compatible with major lead vendors and automatically downloads and posts leads to the dialers. This powerful call center solution delivers optimum outbound call performance with the lowest possible cost per call.

TLD CRM also offers real time reporting including phone activity, real time sales and lead transactions, and agent benchmark comparison. The integrated phone system also offers digital recording of verification phone calls.

The system includes an integrated mail campaign module which normally requires a third party service. The TLD CRM mail module automatically sends emails to both sales prospects and current clients based on status and time triggers which can be customized.

TLD CRM is now being offered to insurance sales and call centers nationwide starting at $50 per user with no minimum number of licenses and no long term contracts.

About TLD CRM
TLD CRM is a joint venture between The Benefit Depot, a health insurance sales company and broker and Esotech, Inc. CRM and web development company. The two firms complement each other in that The Benefit Depot teams bring industry experience and in depth knowledge of user requirements and the Esotech team brings cutting edge programming and user interface design to bring the vision to reality.


Contact

Follow us on: Contact's Google Plus

Attachments

CRM agent report from TLD CRM health insurance CRM system TLD CRM Agent Report

TLD CRM Agent Report