Crush your targets with the insurance CRM that turns leads into lifelong clients


Win more business and keep clients renewing year after year.

Stop leaving money on the table

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

Double 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.

Secure 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:

Grow your business through referrals

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.

Be backed by a team of sales experts

Since 2013, Close has been a leading authority on SMB sales, and has helped thousands of businesses optimize their sales approach. Rest assured that our team will be with you every step of the way.

Best CRM for Cold Calling

A CRM that’s fast to set up and easy to use

Some CRMs take months to implement and are filled with features you’ll never touch. Close makes it easy to get started and works just like you do.

Ready to kick your revenue into high gear?

Try Close free for 14 days.

No credit card required.