Two halves of one 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, including Final Expense, Veteran, Mortgage Protection, and IUL.
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
Create a campaign
Pick your insurance type, grab a phone number. Closelio handles A2P compliance automatically.
Upload your leads
Drop a CSV. The AI builds a personalized outreach sequence for each lead.
Appointments appear
The AI texts, calls, and handles objections 24/7. Interested leads get booked into your calendar.
See how Closelio stacks up
Swipe sideways for the full table
| Feature | Closelio | GoHighLevel | Ringy | Agent CRM | Close.com | VanillaSoft | PhoneBurner | Convoso | Five9 |
|---|---|---|---|---|---|---|---|---|---|
| AI voice | |||||||||
| Outbound AI calls from CSV upload | |||||||||
| Live transfer to your phone | |||||||||
| Insurance script library (12 verticals) | |||||||||
| AI SMS | |||||||||
| Multi-touch AI SMS sequences with objection handling | |||||||||
| Smart inbox with one-click human takeover | |||||||||
| Power dialer | |||||||||
| Hands-free power dialer | |||||||||
| CRM and pipeline | |||||||||
| Built for life insurance sales | |||||||||
| Calendar booking with Google Calendar sync | |||||||||
| Compliance | |||||||||
| Done-for-you A2P 10DLC registration | |||||||||
| TCPA consent capture & audit log | |||||||||
| Cross-campaign DNC suppression | |||||||||
| SHAKEN/STIR attested numbers | |||||||||
| Pricing | |||||||||
| Platform fee | $150/mo | $97-497/mo | $109+/mo | $97/mo | $49-149/user | Custom | $149/mo | $90+/user | $175+/mo |
| AI voice, per minute | $0.07 | – | – | – | – | – | – | – | – |
| SMS, per segment | $0.008 | – | – | – | – | – | – | – | – |
| Power dialer, per minute | $0.015 | – | – | – | – | – | – | – | – |
| Phone numbers included | 5 | – | – | – | – | – | – | – | – |
| Contract required | None | – | – | – | – | – | – | – | – |
| Setup fee | None | – | – | – | – | – | – | – | – |
– means we haven't verified that competitor's support either way
The compliance work is already done.
These are not roadmap items. All three registrations are approved and running in production today, on every campaign, for every agent.
Federal and state DNC lists scrubbed before every campaign · opt-outs suppressed across all campaigns
Setting appointments is the worst job in insurance sales. Agents buy good leads and still lose them to slow follow-up. We built the setter we kept hearing agents wish existed: one that calls in seconds, never forgets a Thursday callback, and hands you the calendar invite.
We're two founders. Early customers talk to us directly, and what you ask for shapes what we build next.
Sujan
Cofounder · CTO
Brayden Gratzer
Cofounder · CEO
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.
One plan, no contracts
One platform fee plus carrier-pass-through usage. No contracts, no setup fees, no surprise overage charges.