The Competition is Fierce. VanillaSoft Helps You Win the Sale.

In the modern insurance industry, online requests for quotes are simultaneously sold to multiple agencies. All things being equal, the agent who makes contact with the lead first will win the day. VanillaSoft’s insurance-oriented CRM arms you with the tools needed to personalize your marketing – including the ability to automate outreach via voicemail, email, and SMS/texting – to make sure you contact the prospect at the moment they are ready to purchase.

Get More Productive, Get More Nimble, Get More Sales


Web inquiries are automatically routed to the next available agent within seconds.


No more tedious tasks like writing emails, hand dialing, leaving voice messages, or texting.


Leverage industry best practices to automatically determine when to follow up.


Ensure that your leads never decay or suffer from neglect by using our dynamic calling queue.

Our Customers Love VanillaSoft!

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Neil Osgood, Vista National Insurance Group

“We chose VanillaSoft after an exhaustive two month comparison of 8 CRM solutions, including installation and use of trial versions of the top 3 candidates. I’m extremely pleased with both the product and the support. Our increase in productivity has been so marked I actually am holding off implementing the auto-dial function; I literally don’t have enough leads to build calling queues fast enough to keep up with the rep.”

- Neil Osgood, Vista National Insurance Group

Health Insurance Case Study: Simplifying CRM

When a national health insurance provider wanted to simplify their cumbersome CRM, they turned to VanillaSoft. See how they were able to streamline their entire operation with the most powerful and simple CRM on the market.

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Product features to simplify your job