The insurance CRM that turns leads into lifelong clients

Win more business and keep clients renewing year after year.

Get the workflow optimized for insurance sales

Close was built to optimize your sales process. With native calling, SMS, and email sequencing you’ll be able to follow-up faster than ever before.

Plus, built-in Smart Views surface your best and biggest opportunities, ensuring your energy is always spent where it matters most.

  • Contact leads and clients over email, phone, or SMS
  • Easily import new leads in bulk
  • Keep track of every lead, contact, and conversation
  • Get meetings reminders in your CRM
  • Assign tasks and leads to your team

Accelerate the output of every agent and broker

Keep everything in one central place so any agent can answer a client inquiry in a snap. Spend more time writing quotes, and less time juggling different tools, devices, and communication channels.

Frictionless renewals, like clockwork

Get proactive with your re-quotes so your clients don’t have a lapse in coverage or look elsewhere. Automate contact lists for key dates before renewal, so you always reach out at the most opportune time.

Trusted by insurance pros, including leaders from:

Maximize referrals with minimal effort

Build real relationships with your clients by staying in touch throughout the year. Set up email automations to share updates and ask for referrals. With Custom Fields, you can track exactly who’s bringing you business.

We have loved using Close. They have never charged any additional costs even though they have helped out with a lot of personalizations. We always thought we'd eventually have to create our own CRM solution, but they improve so fast and their APIs are so complete that they are always a step ahead of our needs. All in all, Close is easy to start out with and powerful as you keep building.
Martin Alvemo
CEO & Founder at Seguro Canguro
Best CRM for Cold Calling

Expert partners to support your growth

We only grow when you do. Since 2013, Close has been a leading authority on SMB sales, and has helped thousands of businesses optimize their sales approach. Whether it’s technical support, training, or additional services, we’re here to guarantee your success.

The fastest adoption time of any CRM on the market

Some CRMs take months to implement and are bogged down with features you’ll never use.

Close is decidedly different—it’s easy to get started and works just like you do. That’s why we’re a top-ranked CRM for adoption by G2.

Crush your 2021 retention and new client goals

Unleash the power of Close for 14 days.

No credit card required.