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.
$197 charged today. Your number is provisioned. Start dialing.
Every minute logged. Live usage visible in your dashboard anytime.
$197 base + this month's usage combined. One payment. Full breakdown provided.
Usage fees are billed monthly based on actual activity.
Outbound and inbound calls. One rate, both directions. Most active agents spend $70–$145/month on calls.
First number included in base price. Rent additional numbers from any US state. No cap — rent as many as your markets need.
Send and receive texts from your CloserKit number. First 2,000 messages included. $0.01/message after that.
We're looking for 10 serious agents to be our founding users. You get the full platform at half price — permanently — in exchange for honest feedback and being part of building something great.
Apply for pilot accessEvery second your call is connected — outbound or inbound. Calls that don't connect (no answer, busy) are not billed. You only pay for actual connected time.
Yes. Your CloserKit dashboard shows your current month's minutes, SMS count, and estimated bill — updated after every call.
You'll get a reminder at day 12. At day 14, your account pauses until you add a payment method. Your leads and data are never deleted — you can pick up exactly where you left off.
Yes. Cancel from your account settings in 30 seconds. No cancellation fees. Your data is yours — export everything before you leave.
Go to Settings → Phone Numbers → Add number. Pick any US area code, provision instantly. $1.99/month per number, cancel any number anytime.