“With VanillaSoft we also saw a big increase in agent retention. Because it’s such a simple system to use, new agents find success faster and stay longer.”

Seth Dorne, Divisional Sales Leader, USHEALTH Advisors

Reach More Agent Prospects

The same lead management tools agents use to engage with new clients can be used to recruit new agents. Contact the best prospects first, across multiple channels, and guarantee follow-up.

Simplify Agent Training

Get new agents selling faster, as VanillaSoft’s quick-to-learn and easy-to-use interface dramatically reduces the need for sales process training.

Fast-track Agent Success

Dynamic sales outreach guidance, including call scripts, email/SMS templates, and cadence enforcement allows even the most inexperienced reps to sell like a pro.

Strengthen Agent Retention

By putting the tools agents need to be successful at their fingertips, VanillaSoft helps them close their first deals sooner, enabling them to realize a sustained career as an insurance agent.

Product features to simplify your job