The Fast, Simple Insurance CRM & Life 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 & life 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, Life Insurance CRM
Ricochet’s Phone System saves agents time while increasing contact and conversion rates. Ricochet’s Cloud Phone System 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 (coming soon) 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 life insurance leads in your pipeline with industry-specific templates. Streamline time-consuming marketing and sales tasks with intelligent call, email (coming soon) and SMS (coming soon) campaigns that directly integrate with Ricochet360.
Ricochet360 Is the Insurance CRM & Insurance Lead Management System
You Need to Grow Your Agency
Contact Leads FAST
Use the fastest commercial dialer available. Call leads in less than one second and make more connections.
Tap the POWER
Ricochet’s CRM & lead management system provides an easy-to-use, powerful, scalable, and secure solution.
Perform with RELIABILITY
Our redundant, scalable, hosted cloud solution offers 99.9% uptime, so you’ll almost always be able to sell.
Ricochet360 Is the Insurance CRM & Insurance Lead Management System
You Need to Grow Your Agency
Contact Leads FAST
Use the fastest commercial dialer available. Call leads in less than one second and make more connections.
Tap the POWER
Ricochet’s CRM & lead management system provides an easy-to-use, powerful, scalable, and secure solution.
Perform with RELIABILITY
Our redundant, scalable, hosted cloud solution offers 99.9% uptime, so you’ll almost always be able to sell.
Configure Your Ideal Insurance CRM
Ricochet: the Flexible Insurance Lead Management System
EMAIL MESSAGING DRIP AUTOMATION (coming soon)
Use Ricochet’s marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.
TEXT MESSAGING (coming soon)
Capitalize on automated, targeted SMS campaigns. With Text Messaging you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.
SOCIAL MEDIA INTEGRATION
Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. It also allows you to engage them easily.
LOCAL CALLER ID
Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.
GAMIFICATION
Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!
CALL RECORDING
Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).
CHAT/INSTANT MESSAGING
Create chat groups to update your teams on new initiatives or rules. Chat directly in real-time with employees or colleagues during or after calls.
LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.
DNC SCRUBBING
Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.
DIRECT MAIL MANAGEMENT
Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.
REFERRAL TRACKING
Create forms for your partners that enable them to collect lead submissions, and then you can track their referrals through to the Ricochet CRM.
PRIVATE MANAGED CLOUD
Deploy Ricochet with a managed enterprise hosting solution that is reliable, secure, and scalable in your own dedicated environment.
Configure Your Ideal Insurance CRM
Ricochet: the Flexible Insurance Lead Management System
EMAIL MESSAGING DRIP AUTOMATION (coming soon)
Use Ricochet’s marketing automation to generate more leads and close more deals. Use drip email campaigns to stay top-of-mind, keep in touch and generate more engagement with prospects.
TEXT MESSAGING (coming soon)
Capitalize on automated, targeted SMS campaigns. With Text Messaging you can automatically send SMS messages to new leads when they first arrive or when a lead’s status changes. You can also receive text messages when contacts don’t answer your call on their cell phone.
SOCIAL MEDIA INTEGRATION
Social Link will import the Facebook, LinkedIn, Twitter, & Google+ profile information, allowing you to gain insights on consumers’ interests. It also allows you to engage them easily.
LOCAL CALLER ID
Increase your call pickup rates with consumers by having a local area code & number everywhere you call nationwide. $1 per area code additional charges apply.
GAMIFICATION
Motivate your users and track their results using our gamification dashboard and agent notifications. Sort by call duration or volume of phone calls. As your agents compete, watch your performance improve overnight!
CALL RECORDING
Monitor calls in real-time as they come into the phone system. Track your talk time and abandonment rates while you record or listen to live calls (and much more).
CHAT/INSTANT MESSAGING
Create chat groups to update your teams on new initiatives or rules. Chat directly in real-time with employees or colleagues during or after calls.
LEAD DISTRIBUTION & TAGS
Automatically distribute incoming leads to your sales teams and create custom tags to mark each incoming lead by source, type or custom classifications.
DNC SCRUBBING
Clean or “scrub” your inbound leads for numbers on Federal, State and DMA Do Not Call Registry (DNC) lists. Avoid negative reviews and costly penalties.
DIRECT MAIL MANAGEMENT
Direct mail is still a crucial marketing channel for many businesses. Create and manage direct mail advertising campaigns. Target specific leads and personalize messages.
REFERRAL TRACKING
Create forms for your partners that enable them to collect lead submissions, and then you can track their referrals through to the Ricochet CRM.
PRIVATE MANAGED CLOUD
Deploy Ricochet with a managed enterprise hosting solution that is reliable, secure, and scalable in your own dedicated environment.
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 and insurance CRM & life insurance CRM for 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.
