Growth tech for insurance agencies
Virtual Closer connects AI follow-up, product pipelines, dialing, team management, compensation, policy tracking and business intelligence in one operating system.
Command Center
Good morning — here's your work for today.
01 / Convert
It opens every lead within minutes and hands your producer a booked appointment.
Arrives and is opened within minutes.
Qualifies, answers, handles the brush-off.
Written to the right producer's calendar.
Picks up the phone already knowing the story.
Opens every new lead and handles the first objections, evenings and weekends included.
Schedules, confirms, and chases the no-shows back onto the calendar.
Coverage and underwriting questions go to the licensed human, every time.
02 / Work
Every call, reply, appointment and hot lead becomes one daily mission.
Today's worklist — 7 due for a touch
Rotates daily · each lead rests on a cadence after a touch
03 / Model
Same machine underneath — its own opener, objections and guardrails on every line.
Composite conversations, not customer transcripts. Every line's copy, prompts, dispositions and cadence are editable, and you can add product lines of your own.
04 / Operate
The pieces an agency actually runs on, built to know about each other.
Texts, qualifies, books and follows up — at 9pm, on a Sunday, before anyone is at a desk.
Any line you sell — its own opener, prompt and owner, on its own row per household.
Single or multi-line rooms, sticky local caller ID, and a brake that pauses at 2.5% abandonment.
A ranked book that rotates on a cadence, so the whole list cycles instead of the same twenty names.
Carrier rates by product and age band, rank ladders, override spread and payout calendars.
Revenue, lead ROI, persistency and producer output — without maintaining another spreadsheet.
05 / Fit
Pick the operation you're running now.
AI works the leads, organises the day and tracks the business behind every policy while you keep selling.
Before the next hire →Every producer gets the same worklist, pipeline logic, follow-up engine, scripts and compensation rules.
Organise the team →Standardise teams, products, compensation, client records, AI behaviour and reporting across the agency.
Scale the operation →Give agents the technology, training, lead flow, AI and visibility that make your organisation harder to leave.
Power the distribution →Built to be bounded
The automation moves quickly. The rules stay in control.
06 / Know
Production, spend, compensation and retention — in one place, kept current.
Agency performance
Rolling 12 months · all producers
07 / Supply
Buy leads into the same system where the AI is already waiting.
The first conversation starts within minutes of the lead landing.
See the source cost, the fee, your wallet balance and every delivery.
Two live demo accounts — sign in as the agency owner or as one producer and open anything. Read-only, so nothing you click changes a thing. A walkthrough on your own numbers is there too, if you'd rather be shown.