CloseLife
All-in-oneThe CRM for multi-level insurance agencies

Turn your downline into a closing machine.

Every tool you and your agents need to make sales and manage your agency — power dialer, AI call transcripts, live call monitoring, lead distribution and one-link recruiting for the whole downline.

Start your agency Book demo
Set up in minutesCancel anytimeBuilt for downlines
Live call
RM
Robert MillerFinal Expense · 62 · TX
04:18
Lead

“I already have some coverage through work, so I'm not sure I need more.”

Agent

“That's great you're thinking ahead — can I ask what happens to that if you change jobs?”

CloseLife AI

Noted: has group coverage through work. Objection logged — coaching for the follow-up lands on the call record at hang-up.

SmartNotes
  • Spouse: Linda, 59
  • Wants $15k final expense
  • Budget ~$60/mo
+38%
Close rate this month

Built for the teams driving modern insurance sales

Final ExpenseMortgage ProtectionTerm LifeIULMedicareAnnuities
Everything in one platform

The unfair advantage for your whole hierarchy

Recruiting, dialing, monitoring, coaching and transcripts — one system built for agencies that grow by building teams.

Watch every downline call live

See every active call across your hierarchy in real time. Owners can listen to any call in the agency, and agents can listen live to the recruits in their own downline — coach in the moment, not next week.

1Jasmine — on call · 6:02Live
2Marcus — on call · 2:41Live
3Priya — dialing…Queue
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Power dialer built for volume

Rip through lead lists with power dialing, auto-advance queues and voicemail drop — every call logged, recorded and transcribed without an agent touching a keyboard.

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AI notes & coaching

SmartNotes captures every detail while agents talk, and after each call the AI hands them specific coaching for the follow-up — like your best closer reviewed every dial.

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AI transcripts of every call

Every call is transcribed and saved automatically — searchable, shareable, and ready for review or training across the downline.

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Lead lists & auto-distribution

Import thousands of leads in seconds, organize them into lists, and let reassignment rules auto-distribute untouched leads across the team — owners and uplines alike.

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Local numbers that get answered

Add multiple dialer numbers with area codes from the markets you call. Local presence builds trust — more answered calls, more conversations, more sales.

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Recruiting that runs itself

Every agent gets a personal invite link and public recruiting page. Recruits onboard themselves under the right upline automatically — hierarchy, visibility and lead access wired up from day one.

You — Agency Owner
Jasmine — Builder
Marcus — recruited by Jasmine
Priya — recruited by Jasmine
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Not built for old-school agencies

Software finally built the way you actually grow

Legacy agency CRMs assume one office, one boss and a filing cabinet. CloseLife assumes a hierarchy that recruits — because that's how modern agencies get built.

The old-school way

  • Org chart lives in a spreadsheet nobody updates
  • You find out how Tuesday went in Friday's report
  • New agents shadow a desk for weeks before producing
  • Training is a binder and hallway wisdom
  • Every new recruit means IT tickets and permission requests

The CloseLife way

  • One-link recruiting with automatic upline attribution
  • Every call across the downline on one live board
  • AI coaches every call — whisper in when it counts
  • Your top closer's calls become the whole team's playbook
  • Access follows your hierarchy automatically, at any depth
From zero to dialing in minutes

How CloseLife works

Stand up your agency, grow it with a link, and let AI do the heavy lifting on every call.

1

Create your agency

Sign up in seconds and you're the owner. Configure your team, dialer numbers and lead settings.

2

Recruit with one link

Agents share their invite link and recruits onboard themselves under the right upline — then load your leads.

3

Agents power-dial with AI

Reps rip through lead lists on the power dialer with SmartNotes capturing every detail and AI coaching on each call record.

4

Duplicate & scale

Watch calls live, turn your best closer's calls into playbooks, and grow every leg of the tree.

Live monitoring + AI co-pilot

Be in every room, on every call — without being there.

The Live board shows every agent's call as it happens — across every level of your hierarchy. AI listens alongside them, capturing every detail in SmartNotes and reviewing each call the moment it ends.

  • Real-time view of every active call in your downline
  • Owners hear any call — uplines hear their own recruits
  • AI-detected objections, buying signals & sentiment
  • Recommended disposition the moment a call ends
Jasmine R.Live · 6:02 · objection handled
Listening
Buying signal detected“How soon could this start?”
Hot
Recommended: Close nowAsk for the application
AI
Recruiting & duplication

Duplication isn't a buzzword here. It's a feature.

Every agent gets a personal recruiting page and invite link. Every recruit lands under the right upline automatically. And every call your best closer makes becomes training the whole downline learns from.

  • One-link invites — recruits onboard themselves
  • Public recruiter pages agents can post anywhere
  • Automatic upline attribution, tamper-proof
  • Uplines see their leg's calls, leads and production
You — Agency Owner
Jasmine — Builder · 12 recruits
Marcus — Agent · dialing now
Priya — Agent · 3 recruits
Devon — Builder · 8 recruits
New recruit joined via link · just now
Every level of the tree

One platform. Every seat in the hierarchy.

Owners, builders and brand-new agents all work from the same system — each seeing exactly what their level should.

For agency owners

Own the machine

Every call, every recruit, every leg's production — live on one board. Flexible seat billing: the agency pays, or each agent does.

For builders & uplines

Grow your leg

A personal recruiting page and invite link, automatic attribution, and full visibility into your recruits' calls, leads and production — nobody else's.

For agents

Close from day one

A power dialer with AI taking the notes and a coach reviewing every call. New agents ramp in days instead of months — then start recruiting.

Simple, transparent pricing

One plan. Everything included.

No tiers to decode. Run your whole hierarchy on CloseLife and add seats as your downline grows — billed to the agency or to each agent, your call.

CloseLife for Agency Builders

Everything your hierarchy needs

$499/ month per agency
$49/ month per agent seat

Seats can be billed to the agency or to each agent — a natural fit for teams where producers run their own books. Change it anytime in owner settings.

  • One-link downline recruiting
  • Live call monitoring & whisper
  • AI SmartNotes & coaching
  • Full call transcripts
  • Lead upload & assignment
  • Power dialer
  • Unlimited leads
  • Public recruiter pages
Get Started

Create your agency in minutes · Cancel anytime

Loved by agency builders

Builders run on CloseLife

★★★★★

I run legs in three states from the Live board. Watching any call in my hierarchy live — and whispering in when a new agent freezes — changed how fast my builders develop their people.

DM
Devon M.Agency Owner · 60-agent downline
★★★★★

My recruiting link is in every bio I have. Recruits onboard themselves under me automatically, and I see my whole leg’s calls and production without asking anyone for access.

AR
Alicia R.Builder · Final Expense
★★★★★

I ramped in my first week because the AI coached every call I made. Six months later I’m building my own leg — SmartNotes keeps my agents locked in on the conversation instead of typing.

TC
Tyler C.Agent turned Builder
Questions, answered

Frequently asked

Yes — the hierarchy is native, not bolted on. Every agent can recruit with a personal link, recruits are attributed to their upline automatically, and visibility, lead access and reporting follow your tree at any depth. Old-school single-office CRMs treat that as an afterthought; CloseLife treats it as the foundation.
As your agents talk, CloseLife transcribes the call in real time and an AI note-taker builds SmartNotes on the agent’s screen — health details, budgets, objections, quote inputs. When the call ends, the AI reviews the transcript and posts coaching to the call record: unhandled objections with the rebuttal to use, missed buying signals, and the best opener for the follow-up.
Yes. The Live board shows every active call across your hierarchy as it happens, with outcomes and timers. Owners see the whole agency; uplines see their own leg. You can listen in silently or whisper coaching only your agent hears.
CloseLife is $499/month per agency plus $49/month per agent seat. Seats can be billed to the owner or to each agent — a natural fit for agencies where producers run their own books — and you can adjust that anytime in your owner settings.
Every agency is fully isolated — your users, leads, calls and transcripts never commingle with another agency’s. Access is role-based and follows your hierarchy, so agents only ever see what their level permits.

More questions? Visit the full FAQ or contact us.

Your downline is one link away.

Create your agency tonight — recruit with a link, load your leads, and put an AI co-pilot on every call your team makes.

Start your agency View pricing
Get Started — Create your agency