Improve Connect Rates by 35%
Our sales engagement software with built in lead management and dialer helps outbound and insurance teams improve connect rates by up to 35%. Built for teams who move fast, agents convert more leads.
Built for Sales Execution
Your CRM holds valuable data — but it doesn’t force prioritized follow-up, speed-to-lead, or persistent outreach. High-performing teams layer Vanillasoft’s sales engagement software onto their CRMs so reps don’t just see data — they use it in real time.
Faster speed to lead
Consistent follow-up
Stronger conversions
The Only All-In-One Sales Engagement Platform
Vanillasoft's all-in-one sales engagement software brings all of the tech stack into one place. Capture and store lead records, prioritize and route leads, orchestrate and automate workflows for outreach, and auto dial. All in one platform, one screen. No busywork, no cherry picking, no wait time.
Sales Automation
Auto Dialer, Email, SMS
Lead management
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.
Less Agent Busywork
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.
Agents get on the phone with prospects faster
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
PER G2.COM
PER CAPTERRA.COM
PER SOFTWAREREVIEWS.COM
Learn more about Vanillasoft and Insurance Sales
Explore our library of blogs, webinars, and papers to see how Vanillasoft helps sales agents that move fast.
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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 …
The Importance of Speed-to-Lead in the Insurance Industry Read More »