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Less Busywork More Deals

Insurance Agents Earn More Money

Increase agent productivity by 94%

Whether you’re a small brokerage or an enterprise insurance group, Vanillasoft’s lead management CRM simplifies the entire insurance sales process.

Trusted by Thousands of Companies

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.
Worker automating tasks

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.

Faster Call Connection For More Conversations

If you’ve got agents making calls, you need auto-dialing software that balances pace and customer experience.

Calls are connected fast, with high call quality and TCPA Compliance
A variety of auto dialing options all expertly calibrated for your business
Enterprise grade VOIP, inbound call management, and live call monitoring

Highest Rated Software in the Industry

4.5/5
User Rating

PER G2.COM

94%
Increased Productivity

PER CAPTERRA.COM

97%
Plan to Renew

PER SOFTWAREREVIEWS.COM

Learn more about Vanillasoft and Insurance Sales

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

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