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Vanillasoft Serves It Up

Auto Dialer For Insurance Agents

The best auto dialer for insurance agents helps producers reach prospects faster, follow up on quotes, and book more appointments—while staying compliant. Vanillasoft delivers all of that in one platform.

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Vanillasoft Serves It Up

Why Insurance Teams Choose Vanillasoft

Vanillasoft’s auto dialer software is built right into our sales engagement software. Not only are leads called quickly and effectively, but they are orchestrated, ranked and outreach is automated.

Comparing options? See why agencies call Vanillasoft the best auto dialer for insurance agents when productivity and compliance both matter.

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Best for Insurance Teams

Speed-to-lead: Call web leads and transfers in seconds—beat competing quotes.
Insurance workflows: Quote follow-ups, renewals, cross-sell/upsell, lapse prevention.
Compliance built-in: Consent/DNC checks, quiet hours, audit trails.
More booked meetings: Calendar links, voicemail drops, SMS/email follow-ups.
One screen, full context: Policy info, touchpoints, and notes at a glance.
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“Vanillasoft’s platform is so easy to use and integrates with any system.”

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All In One Platform

Dialing Modes That Fit Insurance Sales

Built into our sales engagement software, Vanillasoft’s powerful and flexible auto dialing software ensures calls are connected fast, with high call quality and a variety of dialing options. Progressive, Preview and Parallel dialing are all expertly calibrated to be the perfect solution for your business.

Progressive Auto Dialer

Auto-dials the next qualified contact the moment a call ends—perfect for quoting and renewal blitzes.

Balance a faster pace for agents with top-notch customer experience. When a rep completes an engagement, a new record appears on screen and the next contact is automatically dialed.

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“What I like most about Vanillasoft is that it’s extremely user-friendly.”

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Preview Auto Caller (Click-to-Call)

Give producers a beat to scan policy and household details—ideal for life, Medicare, and commercial lines.


For more detailed conversations when agents need quality over speed, Vanillasoft’s simple click-to-call feature enables reps to review contact details before engaging a prospect.

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“Vanillasoft’s platform is so easy to use and integrates with any system.”

Parallel Auto Call Dialer

Safely dial multiple lines to maximize live connects for AEP, open enrolment, and seasonal promotions.

To conduct meaningful conversations with prospects, agents dial faster with up to five parallel phone lines — while maintaining compliance rules, eliminating context switching and dial tones, and preserving high levels of customer experience.

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"Great, clean, customizable software."

Compliant by Design

TCPA-aware flows: Consent capture, DNC scrubbing, mobile handling.
Quiet hours & time zone checks: Respect state/local windows automatically.
Disposition-driven cadences: Every outcome routes to the next compliant step.

Metrics

These stats reflect the performance power of our auto calling software in action.

100%
Improved productivity

The Salt Group

40%
More appointments

Cogent Analytics

500%
Increase in activity

One of a Kind Sales

More Than Just a Dialer

Insurance Workflows Out Of The Box

Unlike generic auto dialer companies, Vanillasoft provides a complete sales engagement platform that integrates dialing with email, SMS, lead management, and compliance tools. That means every call is faster, smarter, and safer.

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New lead → quote

Call in seconds, auto-email the quote, schedule follow-ups.

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Quote follow-up

Multi-touch cadences (call/SMS/email) to close gaps fast.

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Renewals & Retention

Prevent lapses and uncover multi-line opportunities.

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Cross-sell / Upsell

Surface add-ons and riders across the household.

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Medicare/AEP

Prioritize time-sensitive lists with airtight documentation.

Sales Leaders Reviewing Performance

Reporting & Coaching for Leaders

Producer scorecards: Connects, quotes, meetings, written premium.
Campaign analytics: See which lists and cadences drive ROI.
Live monitoring & whisper: Coach in real time without disrupting calls.
Sales Leaders Reviewing Performance

Fast Implementation, White-Glove Support

We configure queues, scripts, cadences, compliance, and reporting for your lines of business—so agents go live quickly and confidently.

Customer Testimonials

Hear It From Our Users

Don’t just take it from us. Hear more about our dialing software in the words of customers and users.

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"Best calling system out there."

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Kelly S.
Appointment Setter
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“The ultimate 'phone' prospecting tool for businesses.”

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Scott
President in US, Capterra
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“Vanillasoft is a great dialing CRM!”

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Julia P
Vanillasoft User

Consult an Expert

See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walk-through today.

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FAQs

Common Questions and Answers

FAQs

Common Questions and Answers