Virtual Closer OS

Every tool for selling insurance.

The Operating System Buy Leads

Every job in an agency, its own tool.

Each one carries a sale further along the process. Take the ones that are your job. Most agencies live in three.

CRM Your book, organised Dialer Work the phone Quoting Run the numbers Insurability Will a carrier take them Leads Marketplace What you bought from us Recruiting Build the downline New Agent Get licensed, get contracted, get trained Commissions Your book and what it paid Scoreboard Everyone's numbers, side by side Ads & Campaigns Buy attention, book appointments AI & Automations Tell it what you want to happen Boards Lists, cards, and what is actually moving Telephony Numbers and carriers Agency Management Run the agency Branded Call Center A call centre in your brand's name

All of them, $19.99 a person. AI is billed by what it runs; a signed HIPAA BAA is $150 a month.

See every tool Pricing

The AI works the book.

It opens every new lead in minutes and keeps it moving, so a producer steps in on 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.

How it fits together

Your producer walks in to a prepped prospect.

Opened, worked, charted and booked. Hands off. Your producer steps in like a doctor after the nurse, and does the one thing only they can.

Sample prospects. Virtual Closer develops the field information to help you see who's most insurable. Agency decision-support, not a carrier underwriting decision.

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

See it on your own product lines.

Thirty minutes with a real person. Bring your book and we show you the parts that apply to it.

Book a call Compare us