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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.

Why Insurance Teams Choose Vanillasoft

  • 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.

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

Dialing Modes That Fit Insurance Sales

Progressive Dialer

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

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

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Preview Dialer (Click-to-Call)

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

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

Parallel Dialer

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


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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.

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.

More Than Just Another Auto Dialer

Metrics

Most auto dialer companies offer basic calling tools. Vanillasoft goes further. Our platform combines an auto dialer for insurance agents with integrated CRM, queue-based lead routing, and real-time reporting—so producers can move from quote to close faster.

100%
Improved productivity

The Salt Group

40%
More appointments

Cogent Analytics

500%
Increase in activity

One of a Kind Sales

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

Resource Center

Learn more about Vanillasoft and its value to your sales engagement.

The State of Multichannel Compliance in 2025
Comprehensive TCPA Compliance Checklist
Phone, Text, Email: The 9 Ways to Get in Trouble with Sales Compliance
View All Resources