Every detail captured. Every call a lesson.
CloseLife’s AI co-pilot listens alongside your agents — capturing every health detail, budget signal and objection as it’s said, then reviewing the call and coaching the rep for the next attempt.
What you get
- Live SmartNotes — names, health details, budgets and objections captured as they’re said
- Quote inputs auto-filled from the conversation
- Recommended disposition the moment a call ends
- Post-call coaching: unhandled objections, missed buying signals, and the opener for the follow-up
- New agents ramp in days instead of months
Agents sell. The AI writes.
Note-taking splits attention exactly when focus wins deals. SmartNotes builds the record while your agent talks: the spouse’s name, the diabetes medication, the "$50 a month" budget, the daughter who should be the beneficiary. When the call ends, the disposition is already suggested and the lead record is complete — no typing, nothing forgotten.
Coaching that makes the next call better
After every connected call, the AI reviews the full transcript like a sales manager: which objections went unhandled (and the rebuttal to use next time), which buying signals slipped past, and the exact line to open the follow-up with. The coaching lives on the call record, so the rep — and their upline — see it before the callback.
Trained on how insurance actually sells
The co-pilot understands final expense, term and IUL conversations — spouse and beneficiary details, budget signals, health questions and the soft yes that means it’s time to ask for the application. Combined with transcripts, it turns every call into training data your whole agency benefits from.
Common questions
Does the AI talk to the customer?
Can I turn SmartNotes off?
Pairs with
Power dialer
Queue a list and dial through it hands-free — auto-advance, double-dial, voicemail drop and calling-hours protection built in.
Learn moreTranscripts & SmartNotes
Every call transcribed automatically, with AI-structured notes — names, budgets, objections and next steps captured for you.
Learn moreLive call monitoring
A live board of every agent’s dialing session — listen in silently, whisper coaching only your agent hears, and track outcomes in real time.
Learn morePut it to work on your next call
Create your agency today — setup takes minutes, not meetings.