Insurance CRM
The Best CRM and Lead Management Software for Insurance Agents
Purpose-built for life, health, Medicare, and commercial insurance sales teams.
See why VanillaSoft is the best CRM for insurance sales.
Get a Demo
Why VanillaSoft is the Best Insurance CRM
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.
4.6/5
User Rating
PER G2.COM
94%
Increased Productivity
per capterra.com
97%
Plan to Renew
per SOFTWAREREVIEWS.COM
2024
National Supporter
pianational.org
Trusted by Thousands of Businesses
The All-in-One Insurance CRM Built to Prioritize, Automate, and Convert
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.
Real-Time Lead Prioritization
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.
- Agents engage hot leads within minutes
- Real-time routing based on segmentation or buyer profile
- Supports life insurance CRM software and commercial insurance CRM needs
Insurance Sales Automation
Tired of CRM busywork? VanillaSoft automates repetitive tasks so agents can focus on revenue-driving conversations.
- Follow-ups, appointment scheduling, and CRM updates done for you
- Seamless lead imports from Facebook, web forms, and vendors
- Fully integrated with Outlook and Google Calendar
Multi-Channel Outreach Tools
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.
- Create personalized cadences using calls, emails, and texts
- Place every lead on the right path—from drip to high-intent
- One platform to manage all communication channels
Built for Insurance Sales Workflows
VanillaSoft isn’t a generic CRM with insurance add-ons. It’s designed specifically for agents.
- Quote-friendly workflows and integrations
- Smart scripting with logical branches
- Campaign segmentation for Medicare, life, and health insurance sales
Insurance CRM Performance at a Glance
100% Increase in productivity
35% Increase in call connection
20% Increase in conversions
Trusted by Agents, Brokers & FMOs
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.”
Seth Dorne
Divisional Sales Leader, USHEALTH Advisors
“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%.”
Brian B.
President at Horizon Life Insurance Services, INC.
Effortless Setup and Support
Our white-glove onboarding process ensures your CRM software for insurance companies is tailored to your sales process.
Personalized setup —
no IT needed
Hands-free integrations
Ongoing expert support for optimization
VanillaSoft Insurance Sales CRM FAQs
How does VanillaSoft help insurance agents increase sales?
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.
What kind of insurance companies use VanillaSoft?
From small brokerages to enterprise FMOs, VanillaSoft is the go-to insurance CRM for organizations that value lead conversion.
Can VanillaSoft manage multiple campaign types?
Yes. It’s built for CRM software for insurance brokers managing campaigns for life, Medicare, and health insurance.
Does it support click-to-call and auto-dialing?
Yes. VanillaSoft includes preview, progressive, and multi-line dialing—making it a powerful agent CRM insurance tool.
Are scripts available inside the CRM?
Yes. With logical-branch scripting, it’s the best CRM for insurance sales teams focused on consistency and quality.
How does SMS help in insurance outreach?
As part of our health insurance CRM software, SMS helps agents with follow-ups, appointment reminders, and timely nudges.
Does VanillaSoft integrate with lead sources and quoting tools?
Yes. It’s a client management system for insurance agents that connects with your lead vendors and quoting platforms.
Can VanillaSoft support call centers with multiple programs?
Absolutely. Our CRM software for insurance companies supports multi-program workflows with segmentation and permissions.