VanillaSoft
A queue-based sales engagement and dialling platform used by high-volume phone teams, including insurance call floors. It manages the calling motion, not the book of business.
What it costs
Reported tiers vary widely by source, from roughly $25 and $40 per user per month for entry plans up to around $80 per user per month, commonly with a multi-seat minimum and annual bundles. Full pricing is quoted.
Trial and access: Demo-led; pricing and access are quoted rather than self-serve.
Who it suits
- Insurance call centres and lead-buying operations
- Telemarketing and appointment-setting teams
- Agencies with 5 or more dedicated outbound callers
- Teams that already have an AMS and need a dialler layer
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Not offered |
| Commission tracking | Not offered |
| ACORD forms & certificates | Not offered |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not offered |
| Producer licensing tracking | Not offered |
| Health insurance quoting | |
| Household records (members under one client) | Not offered |
| ACA marketplace quoting | Not offered |
| HealthSherpa connection (ACA) | Not verified |
| HealthSherpa connection (Medicare) | Not verified |
| Medicare plan comparison | Not offered |
| Individual Medicare quotes (drugs, pharmacy) | Not offered |
| SunFire quoting connection | Not offered |
| Provider network lookup | Not offered |
| Disruption alerts (carrier exits, network changes) | Not offered |
| Plan exit and network map | Not offered |
| Client communication | |
| Integrated phone system | Included |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not offered |
| Integrated invoicing & payments | Not offered |
| AI receptionist | Not stated |
| Client portal | Not offered |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Included |
| Public API | Included |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Not stated |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Not stated |
| Self-serve signup | Not offered |
What it does well
- Queue-based routing keeps a phone team dialling instead of choosing who to call next.
- Strong cadence, scripting and call-recording tooling for high-volume outbound.
- Telecom compliance tooling matters for insurance teams making regulated outbound calls.
- Well suited to lead-buying operations where speed to first contact decides the sale.
Where it falls short
- Not an insurance system: no policies, renewals, carriers or commissions.
- Usually sits alongside a CRM or AMS rather than replacing one, so it is an additional subscription.
- Reported pricing is inconsistent across sources and there is a seat minimum.
- Overkill for an agency that is not running a dedicated outbound calling floor.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- VanillaSoft pricing on G2
- VanillaSoft pricing on SaaSworthy
- VanillaSoft partner ecosystem (lists HealthSherpa for Agents)
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used VanillaSoft. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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