SetClose is the appointment-setting and lead management platform built for life insurance agents. One pipeline from first contact to signed policy.
Leads scattered across notebooks, spreadsheets, and sticky notes. No system, no visibility, no accountability.
By the time you call back, the lead went cold. Speed wins in insurance and most agents are too slow.
You blocked the time. Drove to the house. Nobody home. No automated reminders means wasted hours every week.
One clean view of your entire book. Know exactly where every prospect stands and what to do next.
New lead? Auto-text and call attempt within minutes, not hours. Contact leads while they still remember requesting info.
Automated appointment confirmations and reminders via text and email. Cut no-shows in half without lifting a finger.
See exactly where deals die in your pipeline. Fix the bottleneck, whether it's appointment setting, presenting, or closing.
Licensed in multiple states? Track leads by jurisdiction, manage compliance requirements, and never miss a licensing deadline.
SetClose turns the grind of lead management into a machine that sets appointments and closes policies on autopilot.