InsuranceAgencyTools

Best insurance dialer software for lead management

Updated

Below are the lead management tools we found for insurance dialer lead management. They follow our default order, which is not a quality ranking.

Four vendors made the list for insurance dialer lead management. Two show a starting price on their own pages.

Per user per month, entry plans start at $20 (Ricochet360) and go up to $100 (TLDCRM). Across the four vendors, three describe migration help, one sells month to month and one has a mobile app.

Quick picks by need

  • Lowest starting price per user per monthRicochet360From $20 per user per month
  • Commission trackingTLDCRMProducer pay kept in the system
  • Mobile appRicochet360Agents can work from a phone
  • Month to monthTLDCRMNo yearly contract

4 vendors

  • Pick this if a published start of $100 per user per month fits your budget.

    Best for
    Health, Medicare and life agencies and call centers with 15 or more agents that buy leads and calls in volume
    Starting price
    $100 per user per month, month to month (October 2026)
    Product type
    CRM and dialer with lead management
    Contract
    Month to month, renewing monthly

    Check first: no free trial.

    Read the TLDCRM review

  • Pick this if a published start of $20 per user per month fits your budget.

    Best for
    Agencies and call teams that buy leads and want CRM, phone, texting and dialing in one system
    Starting price
    $20 per user per month, annual contract (October 2026)
    Starting price, Farmers agencies
    $18 per user per month for Farmers agencies, annual contract (October 2026)
    Product type
    CRM and dialer with lead management
    Contract
    Monthly (two-month minimum), quarterly or annual terms that renew automatically

    Check first: texts, extra minutes and extra phone numbers cost extra.

    Read the Ricochet360 review

  • Pick Vanillasoft if its published terms fit your agency.

    Best for
    Insurance sales teams of five or more that buy leads from several vendors and call them from one queue
    Product type
    CRM and dialer with lead management
    Contract
    Term chosen at signup, renewing automatically

    Check first: Do Not Call registry sources aren't named, and consent records stay your job.

    Read the Vanillasoft review

  • Pick Convoso if its published terms fit your agency.

    Best for
    Insurance call centers that dial purchased leads in volume and need strict calling compliance
    Product type
    Dialer with lead routing
    Contract
    Yearly in most cases, other terms through sales

    Check first: not a full CRM, and no agency management system connections.

    Read the Convoso review

Each price is the starting price the vendor publishes, with its date.

How we chose

A vendor qualifies when it has a product listed as insurance dialer lead management. That gave us four vendors, with prices dated October 2026.

Related guides: insurance CRM, insurance dialers and agency management systems.

Frequently asked questions

How did you choose software for insurance dialer lead management?

We looked for a product listed as insurance dialer lead management. All four vendors listed have one.

What should I compare after making a shortlist?

Start with intake and routing. Then check texting and calling limits, and full cost with usage.

Where can I compare prices?

Use the software cost page to compare dated prices. Per user per month, entry plans start at $20 (Ricochet360) and go up to $100 (TLDCRM).

How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.