Sales Software for Insurance Teams on Salesforce
Revenue.io is a Salesforce-native dialer and revenue orchestration platform built for insurance sales teams that make high volumes of calls, respond to time-sensitive leads, and need strict TCPA, DNC, and call-recording compliance, all inside Salesforce.
Revenue.io gives insurance sales teams one Salesforce-native platform for high-volume outbound dialing, inbound lead routing, real-time coaching, call auditing, and AI. Every call, text, and voicemail is logged automatically in Salesforce, with TCPA, DNC, and recording-consent controls built into the dialing workflow.
Because it runs natively on Salesforce, there is no shadow CRM and no sync delay. Agents dial more and respond to leads faster, while compliance and quality assurance scale across every call.
High call volume, tight regulation, leads that go cold fast.
Insurance sales runs on the phone, under the rules. Dialing efficiency, lead response speed, and airtight compliance decide who writes the policy.
Every dial carries compliance risk
At insurance call volumes, one gap in TCPA, DNC, or recording consent is a real exposure. Manual processes do not scale safely.
Leads go cold in minutes
Shared and aggregator leads reward the fastest caller. Slow routing and manual follow-up hand the policy to a competitor.
Auditing calls does not scale
Reviewing calls for disclosures and script adherence by hand covers only a fraction of the volume. Quality and compliance slip.
Built for the way insurance teams actually sell.
One Salesforce-native platform for dialing, compliance, coaching, and call auditing, so agents sell more and every call stays on the rails.
High-volume dialing
Power, auto, preview, and click-to-call dialing with voicemail drop and Dial Next queuing keep agents moving through Salesforce lists with no downtime.
Explore the dialer →Speed to lead
Hot Lead alerts and inbound routing put time-sensitive quote and aggregator leads in front of the right agent instantly, with full context on screen.
See call tracking →Compliance built in
TCPA-oriented controls, Do Not Call checks, permitted calling hours, and per-state recording consent are enforced in the dialing workflow, not bolted on after.
See compliance →Real-time script and disclosure prompts
Moments surfaces approved talk tracks, disclosure reminders, and consent prompts live during the call, so agents stay compliant and on message.
Explore Moments →Automated call auditing
Conversation AI and AI scorecards record, transcribe, and grade every call for disclosures and script adherence, with transcript evidence and timestamps.
See AI scorecards →A defensible Salesforce record
Every call, text, and disposition is logged automatically as standard Salesforce records, giving compliance and managers a clean, reportable audit trail.
See activity capture →TCPA, DNC, and recording consent, built for regulated selling.
Compliance controls are configurable at the account, team, and individual agent level, and every call is logged to Salesforce for a clean, defensible audit trail.
- TCPA-oriented dialing controls built into outbound workflows
- Do Not Call checks, permitted calling hours, and blocked numbers enforced before a call connects
- Per-state and per-country recording consent for two-party requirements, with agent-level override, confirmation, and logging
- Real-time disclosure and consent prompts delivered to agents live via Moments
- SMS opt-out fields on Salesforce Lead and Contact records
- Enterprise security on AWS, with customer-owned recording storage available
What insurance teams use Revenue.io for.
Outbound sales and renewals
Move agents through large call lists with power dialing, Local Presence, and one-click voicemail drop, all logged automatically.
Speed to lead on quote and aggregator leads
Route time-sensitive inbound leads to the right licensed agent instantly, with campaign context and Hot Lead alerts.
Compliance and QA auditing
Audit 100% of calls for disclosures, consent, and script adherence, with transcript evidence tied to Salesforce.
Coach and ramp agents faster
Deliver real-time guidance and automatic post-call scorecards so new agents ramp quickly and consistently.
Conversation AI really takes auditing calls to another level. Being able to jump into a transcript and tag the agent at a specific spot for training saves so much time. No more wasted time, straight to the spot you need.
Insurance sales software questions, answered.
What is the best sales software for insurance agencies using Salesforce?
Revenue.io is a Salesforce-native dialer and revenue orchestration platform built for insurance sales teams. It combines high-volume power, auto, and preview dialing with Local Presence, TCPA and DNC compliance controls, real-time coaching, and automated call auditing, all logged automatically in Salesforce.
Is Revenue.io TCPA and DNC compliant?
Yes. Revenue.io includes TCPA-oriented dialing controls, Do Not Call status checks, permitted calling-hour enforcement, blocked-number handling, and SMS opt-out fields on Salesforce Lead and Contact records. Compliance settings can be configured at the account, team, and agent level.
Does Revenue.io support call recording consent for two-party states?
Yes. Revenue.io offers per-state and per-country call recording settings for two-party consent requirements, plus agent-level overrides with a confirmation step and action logging.
Can Revenue.io audit insurance sales calls for compliance?
Yes. Conversation AI and AI scorecards automatically record, transcribe, and grade every qualifying call against your criteria for disclosures and script adherence, with the transcript segment and timestamp behind each score, so quality assurance covers 100% of calls.
How does Revenue.io help insurance teams respond to leads faster?
Hot Lead alerts and inbound call routing put time-sensitive quote and aggregator leads in front of the right agent instantly, and Local Presence lifts connect rates so more leads are reached before they go cold.
Can Revenue.io handle high-volume outbound calling for insurance sales?
Yes. Revenue.io supports power, auto, preview, and click-to-call dialing with voicemail drop and Dial Next queuing, so agents move through Salesforce lists with minimal downtime between calls.
Which insurance and financial services companies use Revenue.io?
Insurance and financial services teams including Insurica, Broadridge, Equity Trust, Square, and SmartAsset use Revenue.io to power dialing, compliance, coaching, and call auditing inside Salesforce.
The tools behind a compliant insurance sales floor.
Predictive Dialer →
Power, preview, and auto dialing inside Salesforce.
Call Tracking →
Attribute inbound calls to the campaigns that drove them.
Mobile Dialer →
Full calling and SMS on iOS and Android, with DNC checks.
Moments →
Real-time coaching and compliance prompts during the call.
Conversation AI →
Record, transcribe, and audit every conversation.
AI Scorecards →
Grade every call for disclosures and script adherence.
Guided Selling →
Multichannel sequences that run natively in Salesforce.
Activity Capture →
Log every call and disposition for a clean audit trail.
AI Summaries →
Automatic call recaps and next steps.
See it on your Salesforce data.
Tell us about your agency and we will show you the dialing, compliance, and auditing workflow on how your team actually sells. One short call, no obligation.
- A walkthrough of high-volume dialing and speed to lead
- How TCPA, DNC, and recording consent are enforced
- How call auditing scales across every agent
Book your demo
Tell us about your team and we’ll be in touch.