Two halves of one AI platform
The AI does the outreach. The hub gives you the controls. Together they replace your setter and your CRM.
Sales AI
The outbound engine that books the meeting for you.
AI voice dialer
Automated outbound calls that qualify leads in real time and warm-transfer live to your phone.
AI SMS campaigns
Human-sounding multi-touch texts that handle replies, objections, and opt-outs automatically.
Insurance script library
12 vetted verticals — Final Expense, Veteran, Mortgage Protection, IUL, and more.
Compliance built in
A2P 10DLC, TCPA consent capture, DNC scrubbing, and SHAKEN/STIR attestation.
Agent Hub
The command center where you watch it work and close.
Lead pipeline & CRM
Every lead, disposition, and segment in one place — no separate CRM to wire up.
Smart inbox
Watch conversations unfold live and take over any AI thread the moment you want to.
Calendar booking
Qualified appointments drop straight into your Google Calendar, confirmed and synced.
Campaign analytics
Contact, reply, and booking rates per campaign in one live performance dashboard.
Live in three steps
See how Closelio stacks up
| Feature | Closelio | GoHighLevel | Ringy | Agent CRM | Close.com | VanillaSoft | PhoneBurner | Convoso | Five9 |
|---|---|---|---|---|---|---|---|---|---|
| Built for life insurance sales | Partial | Partial | |||||||
| AI voice outreach (CSV leads) | Partial | ||||||||
| AI SMS campaigns with objection handling | Partial | Partial | Partial | ||||||
| Live transfer to your phone | Partial | ||||||||
| Hands-free power dialer | |||||||||
| Done-for-you A2P 10DLC registration | Partial | ||||||||
| TCPA consent capture & audit log | Partial | Partial | Partial | ||||||
| Cross-campaign DNC suppression | Partial | Partial | Partial | ||||||
| Insurance script library (12 verticals) | Partial | Partial | |||||||
| Smart inbox — take over any AI thread | Partial | Partial | |||||||
| Built-in lead pipeline & segments | Partial | Partial | |||||||
| Calendar & appointment booking | |||||||||
| SHAKEN/STIR attested numbers | Partial | Partial | Partial | ||||||
| Pricing | $150/mo | $97-497/mo | $109+/mo | $97/mo | $49-149/user | Custom | $149/mo | $90+/user | $175+/mo |
Regulator-ready by default.
Every Closelio campaign ships with the compliance plumbing carriers and regulators expect. You sell. We handle the paper trail.
Frequently asked questions
Closelio is an AI appointment setter for insurance agents. It texts 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.
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.
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.
Yes. Upload your script as a PDF and Closelio generates your opening message, follow-ups, and objection responses from it. Or use one of the built-in insurance templates.
No. $150/month, cancel anytime. No setup fees, no annual commitment.
Simple, transparent
One platform fee plus carrier-pass-through usage. No contracts, no setup fees, no surprise overage charges.