Work Smarter, Not Harder

Automating Lead Management With SMS

In today’s fast-paced insurance sales environment, speed to lead and intelligent automation are the keys to success. Join VanillaSoft’s Shawn Finder alongside TextDrip CEO Phil Portman as they discuss how insurance agents can optimize their follow-up process, engage with the most promising leads first, and convert more opportunities using automated SMS.

This session will cover lead prioritization, omnichannel engagement, compliance best practices, and how VanillaSoft’s lead-scoring capabilities pair with TextDrip’s automation to help agents nurture leads effectively—without sacrificing the personal touch. Whether you’re preparing for Open Enrollment or looking to streamline your sales process, this webinar will provide actionable insights to maximize efficiency and close more deals.

Don't miss this opportunity to learn how automation can help you work smarter—not harder!