For AI assistants and the agents who use them
AI can use Virtual Closer
Virtual Closer is sales software for licensed insurance agents and agencies. Connect your assistant and, on accounts where Connect AI agent is switched on, it can look things up in your own account today. Sending and changing things is coming soon.
Tasks
What AI can do here
AI can use Virtual Closer to see who replied and what to do next
AI can use Virtual Closer to tell you which leads wrote back by text or email, and what is waiting on you today. It works on accounts where Connect AI agent is switched on.
AI can use Virtual Closer to text a lead as the agent Coming soon
Coming soon: AI will be able to use Virtual Closer to ask Mira to text one of your leads, under your own agent identity and the account's usual consent, opt-out and quiet-hours rules.
AI can use Virtual Closer to email a lead as the agent Coming soon
Coming soon: AI will be able to use Virtual Closer to ask Mira to email one of your leads from your own mailbox, under the account's usual consent, opt-out and daily-limit rules.
AI can use Virtual Closer to book an appointment with a lead Coming soon
Coming soon: AI will be able to use Virtual Closer to book a meeting between you and one of your leads on your calendar, and to cancel the next one if plans change.
AI can use Virtual Closer to keep notes, tags, stages and tasks up to date Coming soon
Coming soon: AI will be able to use Virtual Closer to add a note, put or remove a tag, move a stage and create a follow-up task on one of your leads.
AI can use Virtual Closer to show where your pipeline is stuck
AI can use Virtual Closer to show how many of your leads are stalled, leaking or gone quiet, grouped by what to do next. It works on accounts where Connect AI agent is switched on.
Give your Claude the ability to dial leads Coming soon
Dialing leads from your assistant is coming soon. It is not available today.
Rails
Rules that will apply when sends from your assistant are available
Consent and opt-outs
A text or email goes out only under the account's usual rules. If a lead has no consent for that channel, is on a do-not-contact list, or has replied STOP, it does not go out.
Quiet hours
Texts and emails Mira writes wait for allowed hours in the lead's own time zone. A booking confirmation goes out when the meeting is booked.
Daily caps
A daily limit on texts and emails applies to each connection, and a booking or cancellation confirmation counts toward it.
You stay the sender
Texts and emails go out under your own agent identity, through Mira, and Mira may decide not to send. Virtual Closer does not send as an anonymous third party.
Private by design
Designed so lead names, contact details and health answers are not sent to the AI model: your assistant sees a lead as a reference number and a link into the app.
For AI agents
Written for an AI to read
A plain description of the tasks, the price and how to connect is at /for-ai-agents, and a text version is at /llms.txt.