Close it!
The intelligent platform for life insurance agents. Guide your clients, handle objections, and close more sales with confidence.
Smart Scripts
Dynamic, interactive scripts that adapt to your client's responses and objections.
Real-time Guidance
Get instant suggestions and talking points during your client conversations.
Track Progress
Monitor your performance and track successful closes with detailed analytics.
Ready to Transform Your Sales Process?
Start with Professional at $29.99/month (3-day free trial) or go Enterprise for the complete toolkit
Join thousands of successful agents • No setup fees • Cancel anytime • Full support included
Everything You Need to Close More Sales
Our comprehensive platform provides all the tools life insurance agents need to succeed in today's competitive market.
Essential tools to get started and boost your sales process
Interactive Sales Scripts
Dynamic scripts that guide conversations and handle objections automatically.
Client Management
Complete CRM to track client interactions, notes, and follow-ups.
AI Email & Question Generation
Generate personalized emails and qualifying questions automatically.
Task Manager
Keep track of follow-ups, appointments, and important deadlines.
Activity Timeline
Visual timeline of all client interactions and sales activities.
Performance Dashboard
Real-time insights into your sales performance and activity metrics.
Advanced tools for serious agents who want to maximize their potential
Lead Management & Pipeline
Advanced lead tracking, scoring, and pipeline management system.
Auto Dialer
Automated calling system to reach more prospects efficiently.
Integrated Calling System
Click-to-call functionality with call tracking and recording.
Call Credit Wallet
Fund and manage your calling credits with real-time balance tracking.
Pipeline Analytics
Advanced reporting and analytics to optimize your sales funnel.
Bulk Operations
Process multiple leads, send bulk emails, and manage campaigns efficiently.
Mobile Responsive
Access anywhere, anytime on any device.
Secure & Compliant
Bank-level security for your data.
24/7 Support
Get help whenever you need it.
Regular Updates
Continuous improvements and new features.
Trusted by Successful Agents
See how life insurance agents are transforming their sales process with Closeit.
"Closeit has completely transformed how I handle client conversations. The interactive scripts help me stay on track and close more sales."
Sarah Mitchell
Senior Life Insurance Agent
"The objection handling features are incredible. I've increased my close rate by 40% since using Closeit."
Michael Johnson
Independent Insurance Broker
"Perfect for managing my client relationships. The CRM features help me stay organized and never miss a follow-up."
Lisa Davis
Insurance Agency Owner
Choose Your Plan
Start with Professional to get essential tools, or upgrade to Enterprise for advanced features
Professional
✨ 3-Day Free Trial
- Interactive Sales Scripts
- Client Management CRM
- AI Email Generation
- Task Management
- Activity Timeline
- Performance Dashboard
Enterprise
🚀 Everything in Professional, plus:
- Lead Management & Pipeline
- Auto Dialer System
- Integrated Calling
- Call Credit Wallet
- Pipeline Analytics
- Bulk Operations
Need help choosing? Contact us for a consultation.