TLDNXS

Insurance CRM.
For the whole operation.

Bring your call center’s customer records, conversations, and policy work into one connected workspace.

TLDNXS dashboard with lead costs, agent performance, vendor reporting, and policy records
A view across your insurance operation.View full image (opens in a new tab)

Built from scratch. By the team behind TLDCRM.

The product story

Follow the work.
See the whole picture.

From the first lead to the work behind a policy, TLDNXS keeps the customer and their operating history connected.

Know where the business comes from.

Connect lead sources and acquisition costs to the outcomes they produce. See vendor, agent, and policy performance together.

  • Lead intake from vendors, files, and APIs
  • Touchpoint and conversion attribution
  • Acquisition costs and revenue reporting
Detail of the TLDNXS dashboard showing agent and vendor performance
Reporting / dashboard detailView full image (opens in a new tab)

The next conversation starts with context.

Keep calls, messages, appointments, and follow-up attached to the customer. Give the next person in the conversation the history behind it.

  • Inbound routing and outbound calling
  • SMS, email, and appointment scheduling
  • Recordings, transcripts, and dispositions
TLDNXS appointment calendar with a selected customer, agent, appointment details, and call action
Appointments / customer detailView full image (opens in a new tab)

Built for the work
behind every policy.

The sale is part of a larger operation. TLDNXS brings policy workflow, team access, and operational controls into the same system.

Policy workflow
Carrier and plan records, verification states, signatures, and documents.
People & permissions
Agency hierarchies, licensing checks, and access shaped around each role.
Checks & approvals
Compliance checks before customer actions, with human approval for consequential work.
A record of the work
Protected-view, export, and change history available for review.
TLDCRMOur original product
TLDNXSBuilt from scratch

A new platform.
A team that knows the work.

Esotech built TLDCRM in response to the needs of insurance call centers. TLDNXS is a complete redesign, created from scratch by that same team.

Our engineers write the code themselves. The experience behind TLDCRM informs the new platform, from customer conversations to the details of policy operations.

Meet the team

Let’s walk through
your operation.

Tell us how your call center works. We’ll walk through TLDNXS with your lead flow, calling process, and policy work in mind—and discuss where your existing systems fit.

Book a walkthrough

A conversation with the people behind the platform.