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Built for insurance agents

The AI that calls your leads and books your appointments.

Your dialer, AI and pipeline in one place. Upload a lead list, pick the lead type and launch.

Get started See pricing

Plans from $149/mo. No contract.

Closelio Conversations inbox: the AI texting a veteran life insurance lead, who replies with a time that works.
Conversations, in a demo workspace. Names and numbers are fictional.

In the app

One workspace, from the first dial to sold.

AI calls and texts every lead

Run voice and SMS campaigns by lead type: final expense, mortgage protection, IUL, veterans and more. The AI answers replies and objections, and you can take over any thread.

  • Final expense
  • Mortgage protection
  • IUL
  • Veterans
  • Trucker
Closelio Voice Campaigns: running trucker, IUL and mortgage protection campaigns, each with AI agent Ava, prequal questions, max calls and pace per hour.

Power Dialer

Dial 5, 10 or 15 lines at once

The first person who answers connects to your headset. Callbacks you set in wrap-up show up in Meetings.

  • 5 lines$80/mo
  • 10 lines$120/mo
  • 15 lines$150/mo

Add-on for Starter. Included on Pro and Scale.

Pipeline

Every lead has a stage.

Leads move through your pipeline as you call and text them, so you know who to call next and who already booked.

Compliance

Registration and consent, handled.

A2P registration is $61 one time ($46 brand, $15 vetting), then a $10/mo carrier fee. We file it during signup.

Carrier registration

  • Brand and campaign registered with US carriers
  • We file and monitor it on your behalf
  • Covers every number in your campaigns

Caller ID authentication

  • Outbound calls signed at the carrier level
  • Verified caller identity on every dial
  • Fewer "spam likely" labels on your numbers

Consent workflow

  • Consent recorded before every dial and text
  • Quiet hours honored automatically
  • STOP and revocation handled in real time
  • Audit log queryable at any time
How compliance works
Brand registeredRegistered
Campaign approvedApproved
Numbers verifiedVerified
Incoming call(757) 555-0142 Verified number (SHAKEN/STIR)Demo number, fictional.

Pricing

Three plans. No contract.

Starter

For the solo producer running their own book.

$149/mo

AI voice calls
1,700 / mo
SMS segments
5,000 / mo
Manual dial calls
500 / mo
Emails
5,000 / mo
Phone numbers
3 AI + 2 manual
Choose Starter

Pro

Power Dialer included

For the full-time closer dialing every day.

$369/mo

AI voice calls
4,200 / mo
SMS segments
10,000 / mo
Manual dial calls
10,000 / mo
Emails
10,000 / mo
Phone numbers
5 AI + 5 manual
Choose Pro

Scale

Power Dialer included

For the agency owner running a downline.

$559/mo

AI voice calls
7,500 / mo
SMS segments
18,000 / mo
Manual dial calls
20,000 / mo
Emails
20,000 / mo
Phone numbers
5 AI + 5 manual
Choose Scale

Power Dialer on Starter: 5 lines $80/mo, 10 lines $120/mo, 15 lines $150/mo.

Every plan: A2P registration $61 one time, then $10/mo carrier fee.

Compare every plan

FAQ

Questions agents ask.

More on the FAQ page, or talk to us.

What exactly does Closelio do?

Closelio is an AI appointment setter for insurance agents. It calls and texts your leads, handles replies and objections automatically, and books qualified appointments into your Google Calendar. You focus on closing.

Does this replace my closers?

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.

How is this different from GoHighLevel or a power dialer?

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.

What if the AI says something wrong?

You can review every conversation, see every AI decision, and take over any thread at any point. You’re always in control. The AI also respects all TCPA opt-out requirements automatically.

Can I use my own sales script?

Yes. Edit each campaign's messages and follow-ups, and the voice script and prequal questions for each insurance type. Or start from a built-in insurance template.

Is there a contract?

No. Plans from $149/month, cancel anytime, no annual commitment. The one setup cost is A2P carrier registration: $61 one time, then a $10/mo carrier fee.

Bring your next lead list.

One signup: account, verification, business details, compliance and plan. Then upload leads and launch.

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