AI-Agents for Insurance Agents working with Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Follow up on coverage opportunities with the last prospect email in view.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsFollow up on coverage inquiries with an invitation to talk.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsSend prospects the coverage next steps promised on a call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsClose silent policy prospect threads and update the follow-up schedule.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
4 toolsReply to coverage inquiries and flag questions for personal follow-up.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Text coverage prospects when a promised follow-up is due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 tools
