# Page 3 | Ricochet360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Ricochet360 the right Insurance CRM solution for you? Explore 82 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/141932/Ricochet/reviews --- Ricochet360 4.8 (82) [View alternatives](https://www.capterra.com/p/141932/Ricochet/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 6th, 2026 # Page 3 - Reviews of Ricochet360 ## Showing most helpful reviews Showing 51-75 of 82 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NG Nick G. Sales Development Manager Insurance Used the software for: Less than 6 months ### "Kevin Calder Agency Review" April 18, 2024 4.0 Pros \-speed to contact is fantastic -saw an increase in internet lead efficiency/productivity almost immediately Cons \-customer support leaves a lot to be desired. hop on the zoom call and after 45 minutes get absolutely no where. have to book a time with either \[sensitive content hidden\] to get questions answered Reason for choosing Ricochet360 other agency referals. also a couple of our consultants spoke highly of the CRM Review Source JG Jonathan G. LSP Insurance Used the software for: 2+ years ### "Excellent CRM" February 20, 2023 5.0 Ricochet has been amazing and my rep \[sensitive content hidden\] has been extremely helpful with nay questions I have Pros Easy to use and very helpful to stay organized with the leads in the system Cons There hasn't been many things I have not liked about the software Review Source DZ Don Z. President Insurance Used the software for: Less than 6 months ### "Would recommend" July 17, 2023 5.0 System has lots of features. Takes awhile to learn them but I really like the system right now for managing the office. Pros It helps my employees to not have to think as much about which lead to call. One lead comes in, its called, and then you move onto the next lead. Cons It is a little costly. I wish it was more affordable in the past. I would have tried it awhile ago. Switched from [Aircall](https://www.capterra.com/p/184709/Aircall/)[DYL](https://www.capterra.com/p/130022/Dial-Your-Leads/) I used DYL for many years. They just didn't keep upgrading and I thought they became stagnant in keeping up with technology. Aircall was a good reliable system but not centered around insurance as much as I wanted. Review Source WW Winky W. Exclusive Agent Insurance Used the software for: 1-2 years ### "Great software and superb support team" January 5, 2023 5.0 Pros The auto-dialer is second to none. It lets you do all sorts of customizations to the way you want the calls to happen. It's not easy to understand initially, but Ricochet offers superb support. The support is a natural person answering your questions in emails, not system-automated answers. Click the support help in the system, and an email response will arrive the same day. \[SENSITIVE CONTENT\] had been the most incredible help, from onboarding to system optimization. She is an expert and willing to share her knowledge anytime she is asked. Cons The monthly cost of Ricochet is pretty high. Review Source KW Kara W. Agency Producer Insurance Used the software for: 1-2 years ### "User Friendly" November 18, 2022 5.0 Pros I find that the software is user friendly and has a lot of capabilities Cons Don't like incoming calls at the same time I am dialing out Review Source CJ Candace J. Sales Agent Insurance Used the software for: Less than 6 months ### "Ricochet 360" March 8, 2023 5.0 makes calling and follow up task easy Pros auto dialer, ease of use and follow up calling with reminders. 3 way conferencing is a plus and assigning task to team mates Cons on brake pedal, you must remember to submit taks Review Source ID Israel D. Owner Insurance Used the software for: 1-2 years ### "Works very well" February 2, 2023 5.0 It is an excellent system where I have a few features I would like but overall I cannot complain. Pros I love how well the support works and the seemingly almost endless flexibility this system has. Cons The interface is not the most intuitive and seems a little dated. There are a few features it could have. Reason for choosing Ricochet360 I'm used to it. Review Source Charles S. FaceBook Marketing Insurance Used the software for: Less than 6 months ### "CRM, Phone system, Marketing, and more!" March 4, 2020 5.0 The main thing that is being solved is that now all of the features are in one system and not pieced together. Pros The fact that they are offering most of what we needed in one area. CRM, a Phone system, a power dialer, a marketing platform, chat, and they offer a SIP service. They are also helping us with our migration from Hubspot to Ricochet. Very detailed videos and manuals. Cons Video chat and desktop sharing are not available, but the techs came up with a webhook solution for it. Reason for choosing Ricochet360 They had all of the features in one platform, and they are helping with our data migration. Review Source VR Verified Reviewer Business Development Information Technology and Services Used the software for: Less than 6 months ### "Best Automation Tool" February 14, 2020 5.0 Increased call time by 200% and outbounds dials by 250%. Incredibly efficient, easy to learn, and a valuable asset to the company. Pros Automates processes. Easy to roll out. Maximizes callers' efforts. Cons The software works perfectly. At this time everything is exceeding our expectations. Switched from [Sales Sling](https://www.capterra.com/p/173979/Sales-Sling/) Not quick enough. Not enough Admin controls. Review Source kS keythel S. Manager Marketing and Advertising Used the software for: Less than 6 months ### "\[sensitive content hidden\] Was Great" January 25, 2024 5.0 Is a good platform, and the support team is the best ever Pros is Fast and easy to use Cons nothing for the moment Review Source CK Chad K. Owner Insurance Used the software for: I used a free trial ### "Customer Service" May 31, 2023 5.0 \[sensitive content hidden\] did a great job reviewing the reports within Ricochet that helped me identify issues I was having with staff that statusing calls correctly. Pros Reporting features to look at user history Cons Have to make sure user are plugged into hardware with ether. Review Source EL Ethan L. Owner Insurance Used the software for: 1-2 years ### "Works great" December 2, 2022 5.0 \[SENSITIVE CONTENT\] was great in helping get our team setup Pros Efficient, simple, effective. Great at helping agents bang out calls Cons Expensive, algorithim can get thrown off quickly, spam guru is iffy Review Source MH Michael H. Executive Administrator Financial Services Used the software for: 1-2 years ### "Commission Reporting" November 5, 2019 5.0 I use the commission reports to payout commissions Pros I'm able to pay our rep's with confidence Cons That my salesmen can go back & back date entries a month or more Reason for choosing Ricochet360 Ricochet was more compatable for what we were looking for Review Source BH Brittany H. Owner Retail Used the software for: 1-2 years ### "Great Value" January 24, 2019 5.0 Ricochet is an excellent easy to use software. The changes being made are heading in the right direction. Great company/product! Pros Ease of use. Cut down on training time for new employees. Not a lot of requirements. Could check certain things on the go. Love that my consignors has access to log into. Cons Wish there was more analytic data/reports available. Was told we were going to be upgraded to 3.0 but never was. Review Source VR Verified Reviewer District Manager Insurance Used the software for: Less than 6 months ### "Great Telemarketing System" November 17, 2020 5.0 Pros The automation has been great. We go online and it auto dials, texts and emails. Cons There is nothing in particular that jumps out to me Review Source LS Lily S. Sales Support Insurance Used the software for: 6-12 months ### "\[sensitive content hidden\] is GREAT" February 20, 2023 4.0 \[sensitive content hidden\] helped us a lot Pros \[sensitive content hidden\] helped our agency a lot. She was able to customize our leads. Cons \[sensitive content hidden\] is great she set up a list of a specific category of leads Review Source MJ Marshawna J. Account executive Telecommunications Used the software for: Less than 6 months ### "Great product " August 20, 2020 5.0 My overall experience with ricochet has been great. Pros Love the efficiency of it. Great for keeping track of calls and leads sets. Keeps track of which callers are getting the most callas and which are at the bottom Cons Sometimes the calls disposition wrong after setting an appointment. Also would like to be able to disposition calls faster Review Source JT Jorge T. Allstate Agent Insurance Used the software for: 1-2 years ### "Revamping Ricochet " February 20, 2023 5.0 I am extremely happy with this software, and I think every company should use it if it applies. Pros The job \[sensitive content hidden\] has done with making this software more user friendly has been incredible. It has made my life 10 times easier and my daily work life better. Cons I have zero complaints. Keep up the good work. Review Source FC Frank C. Csr Insurance Used the software for: 1-2 years ### "Was good at first" February 27, 2020 5.0 Not really great but there were few things as simplicity. Pros You don't need a phone since it uses VoIP over the internet. So you just need your laptop wifi and headphones. Cons Dropped calls. Crossed calls. Overpriced. Not Allstate compliant. Crashed way too often so we had to switch Review Source SJ Steve J. Owener Insurance Used the software for: Less than 6 months ### "Read contract" April 4, 2022 1.0 Not good at all, have much better at a lower price. Pros Nothing at was good, read the contract. Save your time. Cons Everything, the training is no good, and the support is bad. Review Source CP Craig P. CEO Insurance Used the software for: 6-12 months ### "Best Investment in my Business" February 2, 2019 5.0 Excellent. Our rep is FANTASTIC and super helpful. Pros This system is the best phone and lead crm I have found since becoming an insurance agency owner 10 years ago. Cons setup is somewhat challenging but WORTH it! Review Source JS Jeremy S. Marketing Director Insurance Used the software for: 1-2 years ### "Ricochet works well" March 14, 2019 5.0 Customer service is good, especially \[SENSITIVE CONTENT HIDDEN\] Pros Outbound calls work very well with complicated setup Cons Inbound calls can use a little work with logic Review Source AS Adam S. Agency owner Insurance Used the software for: Less than 6 months ### "Next level system" February 12, 2019 5.0 Pros I have been using other CRM systems for 15 years now and Ricochet is definitely the most advanced i have ever come across. This system will make you more efficient and increase your sales. My customer service rep has been extremely helpful, patient and always available. The integration of your lead management system and phone service is a must. My old VOIP phones and lead management systems are like a rotary phone compared to Ricochet. Cons Take a little while to get used too Review Source RS Rosie S. Agency Owner Insurance Used the software for: Less than 6 months ### "Exceptional Service" January 16, 2019 5.0 Pros Once you get familiar with it, the functions are great! Customer rep, was remarkable, she held my hand, was super knowledgeable and even tolerated me as I was extremely frustrated at times. I am so thankful for her and all she did to help me get up and running. Cons Simply getting familiar with ALL the functions, it has a ton that it can do so to an average tech person it can be overwhelming. Review Source DK Donald K. owner Insurance Used the software for: Less than 6 months ### "review" November 5, 2019 5.0 Pros the aggressive nature of the sales process Cons the startup process, but you get that with just about anything new that you try Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.