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.
Reaching prospects faster than your competitors is critical. Vanillasoft ensures that insurance agents contact the most important prospects immediately:
Vanillasoft's insurance CRM software eliminates administrative work for your agents through automation, enabling them to focus on insurance leads:
Vanillasoft supports outreach using methods that insurance prospects prefer, whether it's phone, email, SMS, or video:
Vanillasoft gives full oversight of both lead value and agent activity so your strategy can adapt in real time:
Here's how our customers have high-quality conversations with their most valuable leads...faster.
The Salt Group
Cogent Analytics
One of a Kind Sales
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Insurance agents are the engine of any successful insurance organization, but the average insurance agent spends only 35% of their time selling. By implementing proven productivity strategies, from streamlined processes to AI-powered automation, sales managers can increase agent output while improving job satisfaction and retention. The insurance industry is experiencing unprecedented change. Premiums increased by …
The insurance industry faces an alarming challenge: nearly 90% of insurance agents leave their carriers to pursue opportunities elsewhere, with failure rates for new producers estimated at 70-80%. An effective onboarding process is no longer optional but essential for agency success and growth. This article outlines a comprehensive approach to optimizing your insurance agent onboarding …
How to Optimize the Insurance Agent Onboarding Process Read More »
When a new lead notification appears, indicating a prospective client’s interest via web form submission, the operational decision is immediate: initiate contact or defer? While seemingly a minor procedural choice, a delayed response by your agent can significantly impact lead conversion, potentially redirecting valuable business to competitors. Even a brief delay of 5-10 minutes can …
The Importance of Speed-to-Lead in the Insurance Industry Read More »
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:
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.