Know someone who would benefit from Vanillasoft? Refer them here — if they attend a demo, you get $100. If they become a customer, you earn 10% of the deal value for 12 months.
Referral Criteria:
New opportunities only
5+ seat minimum
Insurance industry
Demo must be attended to receive reward
PER G2.COM
PER CAPTERRA.COM
PER SOFTWAREREVIEWS.COM
From lead prioritization to outreach cadences and tracking results, everything’s available in one system, one platform, one single pane of glass. It’s an all-in-one sales hub.
Most Valuable 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.
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.
Vanillasoft supports outreach using methods that insurance prospects prefer, whether it's phone, email, SMS, or video:
Cadences can include personalized sequences of SMS, emails, and/or calls to maintain consistent follow-up with insurance sales leads.
Every lead, regardless of quality, is placed into the right follow-up path: drip for low-probability, high-touch for hot leads.
Agents get everything in one platform, without switching apps or manually tracking steps.
