Everything your agency is missing.
Five AI agents that actually work. A full agency toolkit. One price. No per-seat fees.
Your leads go cold in 5 minutes. You call them back in 5 hours.
By the time you get around to calling, they’ve already talked to 3 other agents. FirstTouch calls your leads within minutes — it sounds like a real person, handles every objection, and books the appointment on your calendar before you even finish your coffee.
Choose from 6 AI voices. Set your schedule: call hours, timezone, max concurrent calls, retry attempts. It books appointments directly on your calendar — you only pay when it books.
It works with every lead source you already use. Vendor leads from Facebook. Aged leads you bought in bulk. Website form submissions. Anything that creates a lead record gets a call.
5-day lead response
15% contact rate
5-minute response
40%+ contact rate
- Choose from 6 AI voices — preview before going live
- AI books appointments directly on your calendar
- Custom objection responses the AI uses on calls
- Set call hours, timezone, max concurrent, retry attempts
Your best leads deserve a live conversation, not a voicemail.
HandOff AI qualifies your leads and transfers them to your phone while they’re still warm. It calls, asks the right questions, handles the pushback — and when the prospect is ready, connects them directly to you. No scheduling. No callbacks. Just a warm lead on the phone, ready to talk.
Same 6 AI voices and call scheduling as FirstTouch. Set your transfer phone number, launch a campaign, and pick up when it rings. You only pay 50 credits per successful transfer — every other call is free.
- AI qualifies the lead before transferring
- Connects warm leads to your phone in real-time
- Same scheduling, retry, and voice options as FirstTouch
- 50 credits per successful transfer — all other calls free
You’re losing $2,400 a month in commissions you already earned.
When a client’s credit card declines, most agents don’t find out until the carrier sends a lapse notice — 30 days later. By then the policy is gone. GuardBot catches failed payments the same day, calls your client, and gets them to update their payment.
It explains what happened, walks them through the fix, handles objections to cancellation — reminding clients their rate is locked in and that re-qualifying later costs more. Same casual, human tone. Your clients won’t even know it’s AI. You keep the commission. They keep their coverage.
95%
persistency rate
85%
industry average
- Monitors entire book of business for failed payments
- Calls with full context: name, carrier, premium
- Handles cancellation objections — locked-in rate reminder
- Service call tone, not sales — they're already your customer
Your new agents are burning through leads because nobody trained them.
They fumble objections. They don’t know how to close. They waste your expensive leads and then quit in 60 days. PitchLab lets them practice against AI prospects that fight back — adjustable difficulty, scored on a 100-point scale.
Upload real calls that went sideways and get an AI breakdown of exactly what went wrong. Every session gets scored with specific, actionable feedback. Your agents get better. Your leads stop getting wasted.
- Voice roleplay with adjustable difficulty
- 100-point scoring on every session
- Upload real call recordings for AI analysis
- Track improvement over time with session history
Your agents text you at 11pm asking questions you’ve answered a hundred times.
What carriers do we write? What’s the commission split on Americo? How do I submit a final expense app? Where’s the underwriting guide?
You’ve answered every single one of these before. Some of them twice today.
ClosdBot is your agency’s AI — trained on YOUR documents, YOUR carriers, YOUR playbook, YOUR commission structure. Upload your PDFs, carrier guides, scripts, and compliance docs — it learns everything and gets smarter the more you feed it. Your agents get instant answers to product questions, commission questions, compliance questions, 24/7, right inside the CRM.
New agents onboard themselves by asking ClosdBot instead of texting you at dinner. White-label it to your agency name and branding — your agents will think you built it. It knows everything you know, and it never sleeps.
80%
fewer repetitive questions
24/7
available inside the CRM
- Upload PDFs, carrier guides, scripts, compliance docs
- White-labeled to your agency name and branding
- Answers product, commission, and compliance questions
- Onboards new agents automatically — they ask the bot, not you
- Gets smarter the more material you feed it
You started an agency to build a business. Not to be a 24/7 help desk for your agents. Get your time back.
The CRM that actually does something.
Not another generic CRM with insurance bolted on. Built by agents who were tired of paying for tools that didn’t work.
Leads Management
Every lead in one place with full history. See where they came from, every call attempt, every text, and exactly where they stand in your pipeline. Filter by source, status, agent, or date. No more spreadsheets, no more guessing who followed up with whom.
Book of Business
Your entire policy portfolio in a single view. Track active policies, premiums, renewal dates, and payment status. Spot at-risk policies before they lapse. Know your book inside and out without pulling reports from five different carrier portals.
Commission Tracking
See exactly what you have earned and what is still owed. Track commissions by policy, carrier, and agent. Reconcile payments against what carriers actually deposited. Stop wondering where your money is.
Quoter — 70+ Carriers
Quote across more than seventy carriers without leaving the platform. Enter the client details once, get rates back from every carrier you are appointed with. Compare side by side. Bind the policy. Move on to the next lead.
Calendar + Appointments
Syncs with Google Calendar. When FirstTouch books an appointment, it shows up automatically. Your agents see their schedule, client details, and call notes all in one place. No double-booking, no missed meetings.
Agency Tools
Everything you need to run and grow an agency. No more duct-taping 6 tools together.
Team Management
Add agents, set permissions, assign lead sources. See who is performing and who needs help. Manage your entire downline from a single dashboard without spreadsheets or phone trees.
Recruiting Pipeline + Agent Surge
Track recruits from first contact through onboarding. Agent Surge automates outreach to potential recruits, qualifies interest, and books interviews. Your recruiting runs itself while you focus on the agents you already have.
Leaderboard + Scorecards
Real-time rankings across your team. Policies written, premiums sold, lead conversion rates. Agents can see where they stand. Managers can spot trends. Competition drives performance and now everyone can see the scoreboard.
Sales Chat
Built-in messaging for your team. No more scattered group texts or lost Slack threads. Share wins, ask questions, and coordinate in a channel that lives right inside the CRM where everyone is already working.
White Label
Put your agency brand on the platform. Custom logo, colors, and domain. Your agents log into your CRM, not ours. It looks like you built it. Because as far as your team is concerned, you did.
Control Panel + Announcements
Configure AI behavior, set campaign rules, manage billing, and push announcements to your entire team. One place for every setting. No support tickets required to change how your tools work.
Simple, transparent pricing.
Start free. Upgrade when you're ready. Cancel anytime.
Free
Explore the platform, no card required.
- Personal dashboard
- Lead CRM (add, manage, track)
- Book of business tracking
- Lead Marketplace (order leads)
- Quoter (70+ carriers)
- Calendar (view only)
AI features locked
Join the Waitlist →Agent
For solo agents ready to sell smarter.
Everything in Free, plus:
- FirstTouch AI (500 calls/mo)
- Voice DNA — clone your voice
- PitchLab AI (voice roleplay)
- Smart Queue
- Calendar + appointments
- Commission tracking
- 2,000 AI credits/mo
Early access · No credit card required
Pro
For agents scaling their production.
Everything in Agent, plus:
- FirstTouch AI (unlimited calls)
- Agent Surge (up to 5 downlines)
- Team dashboard
- GuardBot AI monitoring
- Live Inbound routing
- HandOff (warm transfers)
- Goal tracking
- Advanced commission analytics
- Priority support
- 10,000 AI credits/mo
Early access · No credit card required
Agency
For agency owners running a team.
Everything in Pro, plus:
- Unlimited downlines
- White-label (your brand, your logo)
- Team leaderboard
- Commission override tracking (3-level)
- Agent onboarding system
- Control panel (permissions + features)
- Affiliate program access
- 500 free leads/mo
- 20% off live transfers
- 25,000 AI credits/mo
Early access · No credit card required
See why agents are switching.
Most insurance CRMs charge per seat and nickel-and-dime you for every feature. Closd gives you everything at one flat price.
| Feature | Closd Agency | AgencyBloc | Radiusbob | Agent CRM |
|---|---|---|---|---|
| Price (10 agents) | $399/mo flat | $1,090/mo | $310/mo | $970/mo |
| AI Appointment Setter | ||||
| AI Payment Recovery | ||||
| AI Sales Coach | ||||
| AI Knowledge Base | ||||
| Recruiting Pipeline | ||||
| White Label | ||||
| Built-in Quoter | ||||
| Per-seat fees | None | $109/user | $34+/user | $97/user |
Common questions
Everything you need to know before you start.
Everything you need to run your agency in one place. CRM, commissions, recruiting, quoting, 5 AI agents, team management, and a book of business tracker. No more duct-taping 6 tools together.
Pick up and find out — there's a demo on the homepage. It handles objections, books appointments, and sounds more natural than half the telemarketers you've talked to. You only pay when it delivers a result.
No. Month to month. Cancel anytime. We keep you because you want to stay, not because of fine print.
No. Every plan is month-to-month. Cancel anytime from your account settings—no calls, no retention flows, no guilt trips.
No. White-label branding is available exclusively on the Agency plan. Agent and Pro subscribers use the standard Closd branding.
No. One Agency subscription covers your entire team—unlimited agents, no per-seat fees. Your agents never see a bill from Closd.
Every day you wait is money lost.
Your competitors are already automating. Catch up or get left behind.
Join the Waitlist