Automate your outreach, manage leads effortlessly, and accelerate your insurance sales funnel.
Your All-in-One Insurance Sales Platform
Contact Leads Instantly
Leverage the fastest commercial dialer on the market — connecting to leads in under a second to increase conversations and drive more sales.
Scalable CRM
Ricochet360 combines intuitive lead management with enterprise-level performance in a secure, easy-to-use platform that grows with your business.
Reliable Performance
With a 99.9% uptime on our redundant, cloud-hosted system, Ricochet360 ensures your team stays connected and ready to sell — anytime, anywhere.
The Fast, Easy-to-Use Insurance CRM Built for Growing Agencies
Drive Productivity
Boost Sales with Our Cloud Phone System, CRM & Auto Dialer
Ricochet360’s all-in-one phone system and predictive dialers help agents connect faster, work smarter, and close more deals. By automating outreach and eliminating downtime, your team can make more calls in less time — increasing contact rates and conversions without the extra effort.
Streamline Sales
Simple Insurance CRM & Lead Management Made for Sales Teams
Streamline your sales process and improve the customer experience with Ricochet360. Manage calls, emails, and prospects all in one place with an intuitive, full-featured platform. Boost contact rates, build trust faster, and turn more leads into policyholders.
Advanced Marketing
Marketing Automation That Drives Results
Nurture life insurance leads automatically with smart, industry-ready campaigns. Ricochet360 streamlines your outreach with built-in call, email, and SMS automation — so you can engage more prospects and close more sales without the manual follow-up.
Why Agencies Choose Us
Join Insurance Teams Nationwide Using Ricochet360
Insurance agencies across the U.S. rely on Ricochet for its unmatched speed, reliability, and ease of use. Our powerful CRM and lightning-fast dialer help sales teams automate 95% of their workflow, stay productive, and close more policies — faster.
Cloud-Based & Easy to Launch
Outdial the Competition with Sub-Second Speed
Speed wins in insurance sales. Ricochet360’s patent-pending fast dialer connects agents with leads in under one second — helping you make more calls, more connections, and more sales in less time.
Smart Automation for Smarter Sales
Automate Every Action, Accelerate Every Sale
With just one click, agents can launch drip campaigns, update reporting, and move seamlessly to the next call. Ricochet360 automates the busywork — so your team can focus on closing.
Email Drip Automation
Keep prospects engaged with automated email sequences designed to convert. Ricochet360’s drip campaigns help your team stay top-of-mind and drive consistent lead nurturing with less effort.
Automated Text Messaging
Deliver timely SMS messages triggered by lead activity or status changes. Automatically follow up, confirm appointments, and boost engagement through personalized, compliant text campaigns.
Social Media Integration
Connect social profiles from Facebook, LinkedIn, Twitter, and more to gain instant insight into your leads. Engage with prospects across platforms and tailor your outreach based on real interests.
Local Caller ID
Improve pickup rates by using local numbers in every area you call. Ricochet360 offers dynamic caller ID management to build trust and increase answer rates nationwide.
Gamification Dashboard
Motivate your agents and track performance with real-time leaderboards. Reward activity, boost call volume, and create a culture of friendly competition that drives measurable results.
Call Recording & Monitoring
Record, monitor, and analyze calls to improve agent performance and quality assurance. Track metrics like talk time and abandonment rates while reviewing calls live or on-demand.
Perfect Voicemail
Leave a consistent, high-quality message every time — with just one click. Perfect Voicemail helps agents save time, sound professional, and generate more returned calls effortlessly.
Ringless Voicemail Drops
Reach more leads without ringing their phones. Ricochet360 integrates with third-party providers to deliver ringless voicemails that increase callbacks without interrupting prospects.
Real-Time Chat Messaging
Enable instant communication across your team with integrated chat. Create group chats or message individuals in real time to share updates, coordinate, or coach agents during calls.
Lead Distribution & Tagging
Automatically route new leads to the right team members based on tags, source, or custom classifications. Simplify organization and ensure every lead is followed up efficiently.
DNC List Scrubbing
Stay compliant and protect your reputation by scrubbing leads against federal and state Do Not Call lists. Ricochet360 helps reduce risk and avoid costly regulatory violations.
Direct Mail Management
Plan, launch, and track direct mail campaigns from within your CRM. Target specific leads and personalize each piece to maximize impact alongside digital outreach.
Referral Tracking Tools
Empower partners to submit leads through custom referral forms. Track submissions end-to-end in Ricochet360 and give credit where it's due with accurate partner reporting.
Private Managed Cloud Hosting
Deploy Ricochet360 in a secure, dedicated cloud environment. Enjoy reliable performance, advanced data protection, and full scalability for your growing sales operation.
