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Industries We Serve

Insurance

Whether you’re a small brokerage or an enterprise insurance group, Vanillasoft’s lead management CRM simplifies the entire insurance sales process. From lead prioritization to outreach cadences and tracking results, everything’s available in one system, one platform, one single pane of glass. It’s an all-in-one sales hub.

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Work Your Most Valuable Insurance Leads First

Reaching prospects faster than your competitors is critical. Vanillasoft ensures that insurance agents contact the most important prospects immediately:

Real-time insurance lead prioritization enables agents to work the best lead next, based on segmentation or buyer profile.
Agents can contact fresh inbound leads within minutes, increasing conversion likelihood.
Queue-based routing eliminates cherry-picking and enforces structured workflows.
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Automate Repetitive Tasks

Vanillasoft's insurance CRM software eliminates administrative work for your agents through automation, enabling them to focus on insurance leads:

Automates repetitive tasks like follow-up emails, callbacks, CRM updates, and appointment scheduling.
Seamlessly manages lead imports from any source, including Facebook, web forms, and list providers.
Syncs with Outlook and Google Calendar for easy appointment scheduling.
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Engage Via Multiple Channels

Vanillasoft supports outreach using methods that insurance prospects prefer, whether it's phone, email, SMS, or video:

Cadences can include personalized sequences of SMS, emails, and/or calls to maintain consistent follow-up with insurance sales leads.
Every lead, regardless of quality, is placed into the right follow-up path: drip for low-probability, high-touch for hot leads.
Agents get everything in one platform, without switching apps or manually tracking steps.
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Monitor Campaign and Team Performance

Vanillasoft gives full oversight of both lead value and agent activity so your strategy can adapt in real time:

Detailed reports track agent actions, lead conversion, and ROI by source and campaign.
Referral source tracking ensures that valuable leads are never lost and every touchpoint is measured.
Used for both customer and agent recruitment, creating repeatable sales-like processes for building teams.

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

100%
Improved productivity

The Salt Group

40%
More appointments

Cogent Analytics

500%
Increase in activity

One of a Kind Sales

Resources

Learn more about Vanillasoft and Insurance Sales

Explore our library of blogs, webinars, and papers to see how Vanillasoft helps insurance agents.

How to Increase Insurance Agent Productivity
How to Optimize the Insurance Agent Onboarding Process
The Importance of Speed-to-Lead in the Insurance Industry
View All Resources
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Professional Services

Vanillasoft delivers a fully supported onboarding experience, with zero setup hassle and ongoing expert guidance. We’re your partner from initial configuration to long-term optimization, ensuring your platform drives performance from day one:

Personalized, white-glove onboarding aligned to your workflow.
Hands-free setup and integrations, no technical lift required.
Ongoing expert support to adapt and improve over time.
Ready to Serve Up Leads?

Consult an Expert

See how your agents can take more calls, have better conversations, and close more deals. Get started on a personalized walk-through of our insurance sales software today.

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FAQs

Common Questions and Answers