Virtual Closer OS

Virtual Closer is the CRM insurance agencies run their day on. Lead follow-up, dialing, appointments, pipelines, policies and commissions live in one system, with an AI setter working your book in the background.

This app is the mobile companion to your Virtual Closer account.

Your day, already prioritised:
The Command Center opens on a single worklist instead of a database. Missed calls, replies waiting on you, no-shows to recover, follow-ups that have come due and today's appointments are ordered for you, so nothing quietly ages out. Hot Leads ranks your book by who is worth calling now, and learns from what you close.

An AI setter that works the book:
The built-in AI opens every new lead within minutes, answers the first questions, handles the brush-off and books the appointment onto the right producer's calendar. It works evenings and weekends, chases no-shows back onto the calendar, and re-opens leads that have gone quiet. Coverage and underwriting questions are escalated to a licensed human every time.

Calling and texting:
A power dialer rings your phone and connects you to the lead, so you are not tied to a desk. Every record carries its full message thread, call history and notes, with recordings and voicemail drop where your agency has enabled them.

Pipelines that match how you sell:
Per-product pipelines rather than one generic funnel. Move a lead through the stages that fit the product being sold, and review the whole board without opening a laptop.

Clients, policies and compensation:
Client records, policy details and document storage. Commission and override tracking, so producers can see what they have earned and owners can see the spread. Statements included.

Built for a team:
Setter and closer assignment, round-robin routing, per-agent booking pages, and reporting that rolls up from a single producer to the whole agency. Managers see their team; producers see their own book.

Notifications:
Alerts for new replies, booked appointments, missed calls and leads turning hot, with per-type controls so you decide what reaches you.

Privacy and security:
Optional fingerprint or face unlock on the app itself. Each agency's data is isolated at the database level rather than hidden in the interface. Call recording and consent settings are configured per agency.

Who it is for:
Owner-led agencies, small and scaling agencies, and IMOs, FMOs and BGAs. Built around insurance, including health, life, mortgage protection, final expense and Medicare, with products and pipelines you configure yourself.

Account required:
Virtual Closer is a subscription service. This app requires an existing account and an internet connection, and is not usable on its own. Visit virtualcloser.com to start a subscription or book a demo. Calling and messaging features depend on your agency's telephony configuration, and standard carrier rates may apply.