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.

View All Resources