The Powerful Sales CRM for Insurance Agencies
Manage Insurance Leads Faster & Easier Than Ever!
The Fast, Simple Insurance CRM for Agencies
Join the many insurance agencies across the U.S. who choose Ricochet for its speed, reliability, and ease of use. Ricochet maximizes your sales team’s productivity. Ricochet insurance CRM combines the fastest dialer with a comprehensive CRM and lead management system to help you sell more effectively. Automate 95% of your sales workflow!
Boost Sales Productivity with Our Cloud Phone System & Auto Dialer
Ricochet’s Phone System and Dialers save agents time while increasing contact and conversion rates. Ricochet’s Predictive Dialer will set your sales team up for success. Make more calls in less time, maximizing productivity with no extra effort (in fact, it’s less!).
The Simple Insurance CRM & Insurance Lead Management System
Streamline sales and deliver a better customer experience. Easily manage all your prospects, calls, emails and more with Ricochet’s easy-to-use, full-featured contact and lead management system. Increase contact rates to convert online prospects to sales. Your sales team will be able to build trust & rapport with prospects.
Marketing Automation Drives New Business
Ricochet helps nurture the insurance leads in your pipeline with industry-specific templates. Streamline time-consuming marketing and sales tasks with intelligent call, email and SMS campaigns that directly integrate with Ricochet360.
Ricochet360 Is the Insurance CRM & Insurance Lead Management System
You Need to Grow Your Agency
Configure Your Ideal Insurance CRM
Ricochet: the Flexible Insurance Lead Management System
Insurance CRM & Insurance Lead Management System
Ricochet’s cloud-based contact centers are easy to deploy, fast, reliable and powerful. Ricochet is the all-in-one call center software solution for insurance agencies.
Speed matters — beat your competitors to insurance leads.
With our patent-pending fast dialer technology, you’ll contact leads in less than 1 second. Easily make more connections in less time.
Automate everything — turn every agent into a sales superstar.
With one button push, each agent can perform dozens of actions: initiate multiple drip campaigns to insurance leads, update analytics and place the next call with call automation.
Go all-in-one — stop hassling with multiple systems and downtime.
Ricochet is an all-in-one sales platform: phone system, lead management, auto dialer and automation. Your team can intelligently call, email, and text every insurance lead, tracking results automatically. All with 99.9% uptime.
The Great Rico! Lots of features and you can customize for your individual office needs.
Good overall — even better results.
Likelihood to Recommend: 10/10
The only thing better than Ricochet itself is the SUPPORT! Best in the business. If you aren’t on Ricochet, you aren’t in the business! Am I right, or am I right?
Once you get familiar with Ricochet, the functions are great! Customer rep was remarkable — she held my hand and was super knowledgeable. I am so thankful for all she did to help me get up and running.
Good Lead Management system for the money…
Ricochet allows for unlimited customization, a robust platform. Client Success Reps have been great assisting me in getting it working to my liking.
Best on the market! Ricochet makes life so easy, keeping people on task. The follow-up with customers is so much easier.
Best investment in my business!
This system is the best phone and lead CRM I have found since becoming an insurance agency owner 10 years ago. Our rep is FANTASTIC and super helpful.
Ricochet is an all-in-one CRM solution. One company for all my CRM needs – I no longer have to deal with multiple vendors pointing fingers at one another!
Great Customer Service!
The best part of the software is how hands off it can be once finely tuned.
Next level system!
I’ve been using other CRM systems for 15 years, and Ricochet is definitely the most advanced I have come across. The integration of your lead management system and phone service is a must. My old VOIP phones and lead management systems are like a rotary phone compared to Ricochet. This system will make you more efficient and increase your sales. And customer service has been extremely helpful, patient and always available.