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A sales CRM built around calling and email, aimed at small teams that work the phone. Calling is native rather than an integration, which is unusual at this price, but there is nothing insurance-specific in it.
What it costs
Solo $9, Essentials $35, Growth $99 and Scale $139 per user per month on annual billing; monthly billing is $19, $49, $109 and $149. Calling minutes and numbers are billed on top.
Trial and access: Free trial with self-serve signup.
Who it suits
- Solo agents and small phone-driven teams
- Agencies working bought leads by phone
- Teams wanting calling without assembling a separate dialler
- Producers tracking new business outside their AMS
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Not offered |
| Commission tracking | Not offered |
| ACORD forms & certificates | Not offered |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not offered |
| Producer licensing tracking | Not offered |
| Health insurance quoting | |
| Household records (members under one client) | Not offered |
| ACA marketplace quoting | Not offered |
| HealthSherpa connection (ACA) | Not offered |
| HealthSherpa connection (Medicare) | Not offered |
| Medicare plan comparison | Not offered |
| Individual Medicare quotes (drugs, pharmacy) | Not offered |
| SunFire quoting connection | Not offered |
| Provider network lookup | Not offered |
| Disruption alerts (carrier exits, network changes) | Not offered |
| Plan exit and network map | Not offered |
| Client communication | |
| Integrated phone system | Included |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not offered |
| Integrated invoicing & payments | Not offered |
| AI receptionist | Not stated |
| Client portal | Not offered |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Included |
| Public API | Included |
| Integration marketplace | Included |
| White-label / rebranding | Not offered |
| Mobile app | Included |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Included |
| Free plan | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Built-in calling and email sequencing, so a phone-driven producer needs fewer tools.
- Published pricing including a genuinely cheap solo tier.
- Fast, focused interface with little training overhead.
- Good API and automation for a CRM in this price band.
Where it falls short
- No insurance data model: policies, renewals and commissions are not concepts it knows.
- Telephony usage is billed separately and can add up on a dialling team.
- Per-user pricing rises steeply at the Growth and Scale tiers.
- Smaller third-party training ecosystem than Zoho, HubSpot or Pipedrive.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used Close. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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