Insurance CRM2018-09-17T19:54:30+00:00

The Sales Automation Insurance CRM

Manage Insurance Leads Faster & Easier Than Ever!

Watch Video
Get a Demo

The Powerful Sales CRM for Insurance

Manage Insurance Leads Faster & Easier Than Ever!

Watch Video
Get a Demo

The Fast, Simple Insurance CRM for Agencies

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. Insurance agencies across the U.S. choose Ricochet for its speed, reliability, and ease of use.

Insurance CRM: Cloud Phone System & Dialer

Boost Sales Productivity with Our Cloud Phone System & 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!).

See the Complete Picture with CRM & Insurance Lead Management

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.

Insurance CRM: CRM & Lead Management System
Insurance CRM: IVR & Inbound Call Tracking

Manage Leads Smarter with Inbound Call Tracking

Assign your best sales people to the right inbound leads. Streamline sales and deliver a better customer experience. Route and track your inbound phone calls to specialized sales teams or hunt groups. Increase control of your inbound call traffic and maximize results with all your inbound marketing efforts.

Marketing Automation Drives New Business

Ricochet helps nurture leads in your pipeline. Streamline time-consuming marketing and sales tasks with intelligent call, email and sms campaigns that are directly integrated with your Ricochet dialer.

Insurance CRM: Marketing Automation Platform

Ricochet Is the Insurance CRM and Insurance Lead Management
You Need to Grow Your Agency

Configure Your Ideal Insurance CRM

Ricochet: the Flexible Insurance Lead Management System

Great staff, great product… Ricochet is the best all in one on the market.

I was literally using 3 different systems before I made the switch. Highly recommend!

– Anthony A.

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.

Beat your competitors to leads.

With our patent-pending fast dialer technology, you’ll contact leads in less than 1 second. Easily make more connections in less time.

Turn every agent into a sales superstar.

With one button push, each agent can perform dozens of actions: initiate multiple drip campaigns, update analytics and place the next call with call automation.

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 call, email, and text every lead with intelligence, tracking results automatically. All with 99.9% uptime.

Ricochet by Speed to Contact: Cloud Phone System, Dialer, insurance CRM & Marketing Automation Platform


See how you can grow your insurance agency using Ricochet.

I Want a Demo!