CloserKit gives independent life insurance agents one place to manage their leads, dial their list, track their pipeline and see exactly where to improve.
"I don't know who to call next."
Leads pile up with no system. You end up calling whoever you remember, not whoever is most ready.
Your list sorts itself.
CloserKit surfaces priority leads automatically. You open the app and your next call is already at the top.
"I lose track of where I left off."
No appointment scheduled, no note on what happened. Three days later you can't remember if you even left a voicemail.
One tap. Everything logged.
Disposition every call instantly — voicemail left, appointment set, not interested. Nothing falls through the cracks.
"I don't know what to say when someone picks up."
Every lead is different. Veterans, truckers, mortgage protection — walking in without the right opener costs you the call in the first 10 seconds.
Scripts ready before you dial.
Built-in scripts for every major niche. Clone and customize to match your voice in minutes.
"I can't tell if I'm actually getting better."
You're dialing every day but have no idea if your contact rate is improving or if your pitch is working.
Your personal performance coach.
Every call, every disposition, every session — analyzed automatically. CloserKit shows you whether you need to sharpen your sales skill or rethink where you're investing in leads.
Import from any CSV. Your leads land organized and ready to work. No reformatting, no manual entry.
Call a single lead directly, or add leads to a queue and dial through them automatically. Disposition each call in one tap — connected, voicemail, appointment, not interested.
After every session, CloserKit shows your numbers — dials, contacts, appointments set. Not to judge you. To coach you.
CloserKit is the only tool your agency needs.
Dial leads one by one or queue them up and work through your list automatically.
Never miss a call. Inbound calls route directly to your CloserKit number.
Send and receive texts from your CloserKit number. All conversations logged automatically.
People answer local numbers. Dial any state with a number that looks like home. Work multiple markets? Keep up to 10 active numbers — one for each state you dial — all managed inside CloserKit.
Track every sold policy — carrier, face amount, application status, draft date. Your entire book in one view.
Every referral tied back to the lead who sent them. Know exactly where your best business comes from.
Every appointment lives in CloserKit. Set it on the call, see it on your calendar. No more chaos.
Pre-built scripts for every major niche. Clone, customize, and dial with confidence.
Full access. No credit card required. Import your leads. Dial your first session today.
Start freeUnlimited leads. Dialer included. Pay only for minutes you use (~$0.02/min). Cancel anytime. Your data is always yours.
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