mail
Phone

SalesTank: Powering Insurance Sales Success

Simplify Your Sales, Supercharge Your Results, All in One Platform

Say goodbye to the frustration of managing multiple tools and processes. SalesTank streamlines lead acquisition, dialing, follow-ups, performance tracking, and more into a single, seamless, and compliant solution. Enhance efficiency, simplify your operations, and empower your team to focus on what truly matters—closing more deals.

Top Right Ellipse
Hero Ellipse
Left Ellipse
Ellipse
Folter icon
microphone
Pathways
Flow Center Icons

Key Features

Effortless Sales, Powerful Results - The Ultimate Tool for Agents

Power in Numbers

Automated Lead Acquision

Instead of agents buying insurance leads individually, SalesTank harnesses the platforms collective purchasing power. This ensures access to higher-quality leads while streamlining costs and boosting efficiency.

Delivering the Right Lead to the Right Agent at the Right Time

SalesTank uses advanced machine learning, artificial intelligence, and real-time agent feedback to optimize lead distribution. Our system ensures insurance leads are delivered at the perfect time and in the ideal cadence, maximizing engagement and boosting conversion rates. It’s a smarter, more effective way to connect agents with opportunities.

Intelligent Dialing for Maximum Productivity

SalesTank utilizes cutting-edge lead dialer technology that seamlessly blends progressive, preview, and manual-assist dialing. By intelligently determining the optimal method for each situation, we maximize efficiency while ensuring full compliance with regulations. It’s dialing smarter, not harder.

Safeguard Your Agency with End-to-End Compliance Solutions

SalesTank equips your agency with the tools needed to stay compliant at every step. From automated lead verification and DNC scrubbing to managing consent, call recording laws, PII redaction, and TCPA requirements, our insurance agency sales software simplifies compliance processes and reduces risk. We assist you in navigating regulations so your team can sell confidently and responsibly
Power In Numbers
Smarter Lead Distribution
advanced-dialing-technology
Compliance

Less Tools, Less Hassle, More Sales

Real-Time Insights
Gamification
Effortless Scaling
Phone Performance
AI-Powered Coaching
SMART Follow-Up
Call Summaries
Artificial Intelligence
Goal Setting
Optimized Leads
Real-Time Insights: Advanced Analytics and Reporting at Your Fingertips

Real-Time Insights: Advanced Analytics and Reporting at Your Fingertips

SalesTank delivers real-time insights with advanced analytics and detailed reporting, giving you a complete view of your agency’s performance. From lead effectiveness , agent activity, sales metrics and interaction data, our insurance sales software ensures you’re always informed. With actionable insights and robust reporting tools, you can optimize processes, address challenges, and drive success like never before.

Gamification That Inspires: Compete, Compare, and Conquer

Gamification That Inspires: Compete, Compare, and Conquer

SalesTank goes beyond internal comparisons by benchmarking your KPIs against other agencies in your market. Agents can see how they rank across virtually all sales metrics, fostering healthy competition and motivation to excel. With gamification built into the platform, your team stays engaged and driven to outperform the competition.

Effortless Scaling: Always a Full Pipeline, Instant Growth Made Simple

Effortless Scaling: Always a Full Pipeline, Instant Growth Made Simple

SalesTank keeps your pipeline full, ensuring your team always has valuable leads and SMART follow-ups at their fingertips. Our system is designed to support effortless scaling—add new agents anytime, and they’ll have instant access to everything they need to succeed. No complex onboarding or operational strain, just seamless growth and immediate productivity.

Seamless Phone Performance: SPAM-Free and Reliable

Seamless Phone Performance: SPAM-Free and Reliable

SalesTank ensures your phone performance stays at its best by addressing SPAM risks head-on. From real-time monitoring and mitigation to proactive remediation, we keep your calls connecting without interruptions. With SalesTank, your team can focus on selling while we handle the complexities of phone reputation management.

AI-Powered Coaching: Analyze, Score, and Improve with Smarter Training

AI-Powered Coaching: Analyze, Score, and Improve with Smarter Training

SalesTank transforms sales training with AI-powered coaching tools. Our system listens to calls, scores performance, and provides data-driven insights to help agents refine their skills. With advanced call analysis, personalized training recommendations, and real-time feedback, SalesTank empowers your team to continuously improve and close more deals.

Simplified Follow-Ups: SMART Guidance for Every Interaction

Simplified Follow-Ups: SMART Guidance for Every Interaction

SalesTank takes the guesswork out of the follow-up process. By guiding agents with simple, targeted questions, we generate SMART follow-ups tailored to each insurance lead. Our system helps you decide if a follow-up is needed, when to schedule it, why it matters, and when to step back – ensuring every follow-up is timely, relevant, and effective

AI-Generated Call Summaries: Complete Details Without the Hassle

AI-Generated Call Summaries: Complete Details Without the Hassle

SalesTank’s AI-generated call summaries document key details like the current provider, payment, reasons for switching, and objections. This automation creates a consistent, reliable process that supports your agents, reduces manual tasks, and ensures no critical information is missed—keeping your team focused on results.

AI & ML at the Core: Driving Efficiency and Performance Across Every Process

AI & ML at the Core: Driving Efficiency and Performance Across Every Process

At the heart of SalesTank is advanced AI and machine learning, powering numerous features to boost efficiency and performance. From optimizing lead distribution and generating SMART follow-ups to delivering real-time insights and personalized coaching, our technology ensures your team works smarter, not harder. With ML and AI for insurance sales, every process is fine-tuned to help your agency close more deals and grow effortlessly.

Goal Setting Made Smarter: Personalized Targets and Progress Tracking

Goal Setting Made Smarter: Personalized Targets and Progress Tracking

SalesTank revolutionizes goal setting for insurance agents with personalized, data-driven targets tailored to individual performance. Leveraging system-driven insights, we recommend achievable goals designed to optimize lead conversion and sales success. Agents can easily track their progress through intuitive dashboards, providing a clear view of their achievements and motivating them to reach new milestones. This powerful feature ensures agents stay focused, engaged, and equipped to exceed expectations in a competitive marketplace.

Optimized Lead Sources: Constant Monitoring for Better Results

Optimized Lead Sources: Constant Monitoring for Better Results

SalesTank continuously monitors and audits all lead sources, comparing their performance across every stage of the sales process—from contact to close. By identifying trends and making real-time adjustments, we ensure your agents are always working with the most effective insurance leads, maximizing their efforts and driving better results.

Ellipsis Left
Ellipsis Right

SalesTank vs. The Rest

Why We’re Built for Your Success

The Ultimate Sales Software for Insurance Agents

When traditional systems fall short, our insurance sales management software delivers exactly what your agency needs:

Table Comparison

Transform Your Sales with SalesTank

See how SalesTank revolutionizes your agency’s sales process. From smarter lead management to AI-driven coaching, our platform drives results. Book a demo today and empower your team to close more deals with less effort.

About Us

About Us

Built by Those Who Know Insurance, for Those Who Sell It

SalesTank was created by a team of seasoned insurance professionals, including agency owners and operators who consistently delivered top sales results. Having experienced firsthand the challenges of managing multiple tools, processes, and costly resources to optimize sales, we knew there had to be a better way. That’s why we built SalesTank from the ground up—combining decades of industry expertise to create a powerful, all-in-one sales platform. Designed with agents in mind, SalesTank simplifies workflows, enhances efficiency, and drives sales performance to help agencies thrive in a competitive industry.

Our Vision

Empowering Agencies, Removing Barriers, Driving Success

At SalesTank, we empower insurance agencies by removing barriers of cost, access, and uncertainty while unlocking the power of scale. Born from our own experience as agency owners navigating complex sales processes and fragmented tools, our vision is to revolutionize how agencies sell and succeed. Through intelligent, integrated technology, we simplify sales workflows, enhance efficiency, and drive sustainable growth. By addressing the challenges we once faced—spending excessive time, money, and effort on managing insurance leads, compliance, and performance—we’ve created a platform that helps agencies focus on closing more deals and achieving top-tier success.

Empowering Agencies, Removing Barriers, Driving Success
gradient-gloves

FAQs

Do you offer a free demo?
Yes! We offer personalized demos to help you experience SalesTank firsthand. See how our platform can streamline lead management, optimize lead purchasing, and boost sales performance for your agency.
SalesTank automates compliance at every step, including lead verification, DNC scrubbing, TCPA safeguards, call recording laws, and more. By managing compliance seamlessly behind the scenes, we help ensure your agency operates responsibly while focusing on lead performance and results.
We work with agencies of all sizes, but we specialize in property and casualty (P&C) captive and independent agencies. Our insurance lead management platform is tailored to meet the unique needs of these agency types, managing lead purchasing and optimization on their behalf to drive growth effectively.
SalesTank leverages AI to optimize lead distribution, automate follow-ups, and provide actionable insights. Our AI-driven insurance sales and coaching tools analyze agent performance, offer personalized recommendations, and help agents continuously improve their skills. By combining advanced analytics with real-time lead optimization, we ensure your agency gets the most out of every lead, driving better results and helping agents close more deals.
SalesTank makes onboarding simple with intuitive tools and personalized support. Our guided onboarding process helps agents quickly understand the platform, so they can start driving results from day one. With built-in lead optimization and automated workflows, agents can focus on selling instead of managing processes.
Our pricing is customized to fit your agency’s size, goals, and the states you do business in. SalesTank not only handles lead purchasing and optimization on your behalf but also eliminates the need for multiple tools, processes, and resources to manage these tasks manually. This saves significant time and money while enhancing ROI through streamlined workflows and advanced automation. We take a consultative approach, working with you to ensure SalesTank aligns with your objectives. Contact us to discuss pricing and create a plan tailored to your needs.
SalesTank is a comprehensive insurance sales management platform designed to handle everything from lead acquisition and distribution to follow-ups and performance tracking. We manage lead purchasing and optimization on your behalf, ensuring your agency always has high-quality leads delivered at the right time. With built-in compliance tools, AI-driven coaching, and advanced analytics, SalesTank streamlines your sales process so your team can focus on closing deals and growing your business.
SalesTank integrates powerful lead management tools with AI-driven insights, providing insurance agencies with a seamless way to manage, distribute, and follow up on leads. By taking on lead purchasing and optimizing their performance, our insurance sales platform streamlines workflows and ensures agents always work with high-quality leads.
faq-section__bg-gradient-oval-right
faq-section__bg-gradient-oval-left