Frequently asked questions
Everything you need to know about Closelio, from setup to compliance.
Closelio is an AI appointment setter for insurance agents. It texts and calls your leads, handles replies and objections automatically, and books qualified appointments into your Google Calendar. You focus on closing.
No. Closelio replaces the appointment-setting grind: the 200 dials, the follow-up texts, the "call me back Thursday" tracking. Your closers still do what they do best: close.
No. Upload your leads, pick your insurance type, and launch. No integrations, no workflows to configure. SMS and voice campaigns unlock once your A2P registration is approved.
GoHighLevel is a platform. You configure workflows, build automations, connect integrations. Closelio is a tool. Upload leads, pick your insurance type, launch. The AI does the conversations and books the appointments. No configuration required.
The AI detects interest and books a callback into your calendar. You get an instant alert and can take over any conversation anytime from the inbox.
You can review every conversation, see every AI decision, and take over any thread at any point. You are always in control. The AI also respects all TCPA opt-out requirements automatically.
Yes. Edit each campaign's messages and follow-ups, and the voice script and prequal questions for each insurance type. Or start from one of the 8 built-in SMS templates, like Final Expense, Medicare, Veteran, and Mortgage Protection.
Closelio ships 8 SMS script verticals and 5 voice verticals — including Final Expense, Medicare, Veteran (VA), Mortgage Protection, IUL (Indexed Universal Life), general Life Insurance, and niche verticals like Trucker and Auto. Each template includes industry-specific messaging, objection handling, and compliance language.
Closelio automatically handles TCPA opt-out keywords (STOP, UNSUBSCRIBE, CANCEL, etc.) and immediately stops messaging opted-out leads. A2P 10DLC registration is filed for you during signup ($61 one time, then a $10/mo carrier fee), and all conversations are logged for compliance auditing.
No. Plans from $149/month, cancel anytime, no annual commitment and no per-seat pricing. The one setup cost is A2P carrier registration: $61 one time, then a $10/mo carrier fee.
Starter includes 5 phone numbers; Pro and Scale include 10. You can buy additional numbers as needed directly from the platform.
Yes. You can run multiple campaigns simultaneously, each with its own pipeline config, phone numbers, and AI settings. Each campaign can target different insurance types or lead lists.
Create your account, connect your phone number, upload a CSV of leads, pick your insurance type, and launch. SMS and voice campaigns go live once your A2P registration is approved.