Close is a game changer for the insurance sales process. It's easy to use, fast to setup, and makes lead communication and tracking effortless. We consistently recommend it to our listeners and fellow agents.
Not all leads are ready to buy right now, but don’t let them slip through the cracks.
Seamlessly track when their current policy will expire and use that to your advantage.
Keep them warm in with automated email campaigns, and swoop in for the close when they get into the green zone.
You’re leaving money on the table when your clients move their insurance elsewhere.
Attach renewal dates to each client and have them added to a call list automatically when their policy is 45 days from expiry.
Get proactive with your re-quotes and keep more of your existing business.
Outreach and follow-ups take place well beyond the inbox.
Keep all communication centralized so reps can email, call, text, and meet over Zoom all in one central hub.
Spend more time writing quotes, and less time fiddling with multiple tools, devices, and communication channels.