The Best CRM and Lead Management Software for Insurance Agents
Purpose-built for life, health, Medicare, and commercial insurance sales teams.
Purpose-built for life, health, Medicare, and commercial insurance sales teams.
VanillaSoft is trusted by independent agents, brokers, Medicare specialists, and commercial insurance teams as the best CRM for insurance agents. Whether you’re managing lead distribution, agent workflows, or client communication, VanillaSoft delivers a seamless, results-driven experience.
VanillaSoft’s lead management CRM simplifies the entire insurance sales process, from lead prioritization to establishing outreach cadences and tracking results: all available in one system, one platform, one pane of glass. It’s an all-in-one sales hub.
VanillaSoft’s lead prioritization engine ensures agents contact the right lead at the right time. It’s the CRM for insurance sales teams that need speed-to-lead functionality and queue-based workflows that eliminate cherry-picking.
Tired of CRM busywork? VanillaSoft automates repetitive tasks so agents can focus on revenue-driving conversations.
Connect with prospects via phone, email, SMS, or video from one unified dashboard. Whether you’re using VanillaSoft as a CRM for health insurance agents or a client management system for insurance agents, every lead is nurtured properly.
VanillaSoft isn’t a generic CRM with insurance add-ons. It’s designed specifically for agents.
From independent life insurance agents to Medicare-focused call centers, VanillaSoft stands out against platforms like Zoho for insurance agents, Pipedrive for insurance agents and integrates seamlessly with Salesforce for insurance agents.
I can confidently say that we were able to grow our business by an additional 30% thanks to VanillaSoft.”
“Before using a CRM for our business, we would print our leads and call stacks of paper leads, leaving our notes on the lead card. VanillaSoft eliminates the need for paper and has increased our conversion by 20%.”
Our white-glove onboarding process ensures your CRM software for insurance companies is tailored to your sales process.
VanillaSoft prioritizes the best leads in real time and automates cadences, making it the best CRM software for insurance agents focused on selling, not admin.
From small brokerages to enterprise FMOs, VanillaSoft is the go-to insurance CRM for organizations that value lead conversion.
Yes. It’s built for CRM software for insurance brokers managing campaigns for life, Medicare, and health insurance.
Yes. VanillaSoft includes preview, progressive, and multi-line dialing—making it a powerful agent CRM insurance tool.
Yes. With logical-branch scripting, it’s the best CRM for insurance sales teams focused on consistency and quality.
As part of our health insurance CRM software, SMS helps agents with follow-ups, appointment reminders, and timely nudges.
Yes. It’s a client management system for insurance agents that connects with your lead vendors and quoting platforms.
Absolutely. Our CRM software for insurance companies supports multi-program workflows with segmentation and permissions.
Discover why VanillaSoft is the best CRM for independent insurance agents, brokers, and agencies.
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