form
Insurance Teams

Trust-First Outbound Starts Here

Compliance and conversions aren't at odds. Vanillasoft gives insurance teams the tools to do both—driving connect rates up by 35% and conversions by 20%+.

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 sales engagement platform 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, Compliant Connection For More Conversations

If you’ve got agents making calls, sending emails and SMS you need software that balances pace, compliance and customer experience.

  • Calls are connected fast, with high call quality and TCPA compliance

  • SmartCaller Trust and SmartCaller ID build trust with prospects

  • One-to-one emails help maintain your domain reputation & increase open rates

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.

How to Increase Insurance Agent Productivity
Sales Automation
June 19, 2025

How to Increase Insurance Agent Productivity

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 …

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How to Increase Insurance Sales 11 Effective Tips
Sales Tips
August 14, 2025

How to Increase Insurance Sales: 11 Effective Tips

Implementing the right sales strategies can dramatically increase your revenue and build lasting client relationships. Here are 11 proven strategies that successful insurance professionals are using to boost their sales in 2025.

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The Importance of Speed-to-Lead in the Insurance Industry
Lead Management
March 27, 2025

The Importance of Speed-to-Lead in the Insurance Industry

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 …

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