Sales AI
Qualify and transfer live prospects.
The AI outbound dialer that calls your insurance leads for you. It holds natural phone conversations, answers objections, verifies details, and routes hot transfers to your phone.
On the phone right now
Chloe holds the conversation, not a phone tree. She answers the objection, keeps qualifying, and hands you a warm lead the second they’re ready.
Chloe · on a call with Marcus D.
02:47 · handling a price objection
CHLOE
Most folks your age lock in $25K for about $2 a day. Want me to pull your exact rate?
LEAD
It's just not really in my budget right now.
CHLOE
Totally hear you, Marcus. If it came in under $40 a month, would that work for the family?
LEAD
...yeah, okay. What would it actually be?
Warm transfer → your phone
Marcus qualified · bridging to your cell now
Illustrative demo data. Names and numbers are fictional.
Replace manual cold calls with intelligent workflows.
Your leads are going stale while you dial them one by one. Closelio handles high-concurrency campaigns, reaching hundreds of leads at a human-like tempo, so you only spend time talking to people who actually qualify.
Speed to contact
New leads can be dialed as soon as they arrive, while intent is highest.
Warm transfer bridges
Callers are smoothly connected to your number with a whisper brief introducing the lead's pre-qual info.
Designed for scaling insurance producers.
Speed-to-Lead Dialing
Turn on auto-enroll and new leads from your lead webhook are dialed as soon as they arrive, inside your calling window. Campaigns follow up and queue dials automatically.
Editable Scripts
Edit the script and prequal questions for each insurance type. The AI guides leads through your questions naturally, capturing age, beneficiary, state, and health background.
Live Handoff & Transfer
As soon as a lead qualifies, the AI checks your calendar. If you are free, it triggers a live conference bridge and transfers the call directly to your cell.
TCPA & Carrier Compliant
Built with A2P 10DLC registration, SHAKEN/STIR attestation, and native compliance boundaries. Opt-outs and your DNC list honored automatically. Safely scale outbound campaigns.
Vetted vertical library.
Five voice verticals, each with a blueprint tuned to qualify that product. Pick one to see the opener Chloe leads with and exactly what she captures.
Chloe · opener
Qualification captured
Qualified → books the appt or warm-transfers to you
Illustrative demo data. Names and numbers are fictional.
Founding cohort now onboarding
Conversations that convert.
The AI works your leads; your closer shows up to booked appointments. From $149/mo across three plans, no contracts. Founding agents get onboarding done with them and a direct line to the founders.