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. Setup takes under 10 minutes. No integrations, no workflows to configure.
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. Upload your PDF script and Closelio generates your opening message, follow-ups, and objection responses from it. Or use one of the built-in insurance templates for Final Expense, Veteran, and Mortgage Protection.
Closelio has built-in templates for Final Expense, Veteran (VA), Mortgage Protection, IUL (Indexed Universal Life), and general Life Insurance. 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 included with every account, and all conversations are logged for compliance auditing.
No. $150/month with pay-as-you-go usage, cancel anytime. No setup fees, no annual commitment, no per-seat pricing.
The plan includes 5 phone numbers. 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. Most agents are up and running in under 10 minutes.