Stop Paying $300+/mo for a stack that slows you down.
Vanillasoft is the only all-in-one platform with a built-in auto dialer, lead management, and sales automation. No platform switching. No wasted effort. See how it was built for agencies like yours.
Replace your fragmented stack — dialer, CRM, automation — with one platform
Automate the manual busywork — email, SMS, and voicemail sequences built in
Onboarding scheduled within 48 hours. Migration support included.
Insurance-specific demo environment, not a generic walkthrough
Dedicated CSM assigned at onboarding. Not a ticket queue.
4.5/5
Dialer, CRM and automation in a single interface
Named CSM, including training, onboarding scheduled within 48 hours
Demo environment uses real Farmers agent workflows
Sound Familiar?
These are the reasons Farmers agents tell us they made the switch. Every one of them is fixable on day one.
Everything you need. Nothing you don’t.
Vanillasoft isn’t another tool layered on top of your stack. It’s the platform that replaces it.
Replace your fragmented stack with one platform
Automate the manual busywork from day one
Onboarding scheduled within 48 hours. Migration support included.
Insurance-specific demo environment, not a generic walkthrough
Dedicated CSM assigned at onboarding. Not a ticket queue.
Guides every agent to the next-best record, automatically. No guesswork on who to call. No dead time between dials.
Rules-based routing with round-robin, skills-based, priority, and open (“Shark Tank” style) distribution — flexibility Ricochet doesn’t offer.
Email, SMS, and voicemail sequences included from day one. Not a premium add-on.
Dashboards built for insurance sales managers. Agent performance, lead conversion, and pipeline health without configuration.
SMS, email, and voice in one place. Compliant delivery. No carrier filtering surprises.
Leaderboards, performance tracking, call recording, and coaching tools.
Switching sounds painful. It isn’t.
The agencies that have made the switch don’t describe it as painful. They describe it as overdue. Here’s what the process actually looks like.
Sign and we assign your dedicated CSM same day
We guide your data transition — working within your current platform’s export and account-level restrictions
Group and 1:1 training for every rep and manager
Go live. Onboarding is scheduled within 48 hours.
Your CSM stays. Ongoing support, not a handoff.
What’s Included
We help you make the switch — leads, contacts, and history — working within your current platform’s data access and export policies.
Parallel run option available. Minimal downtime by design.
Group and 1:1 sessions for reps and managers. No extra charge.
One person. Available from day one through scale.
Highest rated in the industry
Across every major review platform, VanillaSoft consistently ranks at the top for sales engagement software.
G2
Capterra
SoftwareReviews.com
Ready to see it for a Farmers agency your size?
20 minutes. Insurance-specific demo environment. No pitch decks. Book a time and we’ll show you exactly how to replace your current stack.