Growth tech for insurance agencies

All-in-One Agency Accelerator

Virtual Closer connects AI follow-up, product pipelines, dialing, team management, compensation, policy tracking and business intelligence in one operating system.

8 product pipelines AI setter built in CRM · dialer · compensation

01 / Convert

The AI works the book.

It opens every lead within minutes and hands your producer a booked appointment.

New lead

Arrives and is opened within minutes.

AI conversation

Qualifies, answers, handles the brush-off.

Appointment

Written to the right producer's calendar.

Producer

Picks up the phone already knowing the story.

Responds in minutes

Opens every new lead and handles the first objections, evenings and weekends included.

Books and recovers

Schedules, confirms, and chases the no-shows back onto the calendar.

Escalates on purpose

Coverage and underwriting questions go to the licensed human, every time.

02 / Work

Everything a producer touches, in one place.

Every call, reply, appointment and hot lead becomes one daily mission.

Ranked by who is actually due, with the reason attached to every name.

03 / Model

Eight products. Eight different conversations.

Same machine underneath — its own opener, objections and guardrails on every line.

To: Mortgage protection lead Amanda · AI assistant
Pick a product 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

One system, not six subscriptions.

The pieces an agency actually runs on, built to know about each other.

MOD 01

AI setter

Texts, qualifies, books and follows up — at 9pm, on a Sunday, before anyone is at a desk.

MOD 02

Product pipelines

Any line you sell — its own opener, prompt and owner, on its own row per household.

MOD 03

Power dialer

Single or multi-line rooms, sticky local caller ID, and a brake that pauses at 2.5% abandonment.

MOD 04

Daily worklist

A ranked book that rotates on a cadence, so the whole list cycles instead of the same twenty names.

MOD 05

Compensation

Carrier rates by product and age band, rank ladders, override spread and payout calendars.

MOD 06

Business tracking

Revenue, lead ROI, persistency and producer output — without maintaining another spreadsheet.

05 / Fit

Different scale. Different failure point.

Pick the operation you're running now.

Built to be bounded

An AI you can hand the phone to.

The automation moves quickly. The rules stay in control.

STOP and opt-out enforced instantly, everywhere
Quiet hours held in the lead's own timezone
Texts as the licensed business name in the lead's state
Coverage and underwriting questions escalate to a human

06 / Know

Know what happened before the meeting.

Production, spend, compensation and retention — in one place, kept current.

Written as the business happens — not reconciled at the end of the month.

07 / Supply

Need demand too?

Buy leads into the same system where the AI is already waiting.

Delivered ready to work

The first conversation starts within minutes of the lead landing.

Cost-plus, itemised

See the source cost, the fee, your wallet balance and every delivery.

Go and look around. No form.

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.