LEAD MANAGEMENT
Bring Your Leads
Import leads you’ve purchased or generated, and keep them organized by source and batch.
FOR INDEPENDENT LIFE INSURANCE AGENTS
Run your business. Understand your business.
Bring your leads, make calls, manage appointments and written business—all while CloserKit connects your activity with your results.
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Your leads. Your workflow. Your results.
One workspace. Your business in motion.
The information you bring into CloserKit stays connected to the work you record—from calling activity and appointments to written business and performance review.
01
Bring your leads into one place.
Purchased or generated leads are organized by source and batch, so you always know where a lead came from.
02
Work leads your way.
From the same inventory, work a queue of eligible leads or call a specific lead directly—whichever fits the moment.
03
Keep the next step in context.
Calls and outcomes stay on the lead’s record. Appointments and follow-ups are scheduled separately and kept alongside it.
04
Manage what you’ve written.
Written business lives in My Book, where each policy’s recorded lifecycle can be followed over time.
05
Understand the work behind your results.
Analytics reviews the activity you recorded and the business you wrote, side by side.
01
Bring your leads into one place.
Purchased or generated leads are organized by source and batch, so you always know where a lead came from.
02
Work leads your way.
From the same inventory, work a queue of eligible leads or call a specific lead directly—whichever fits the moment.
03
Keep the next step in context.
Calls and outcomes stay on the lead’s record. Appointments and follow-ups are scheduled separately and kept alongside it.
04
Manage what you’ve written.
Written business lives in My Book, where each policy’s recorded lifecycle can be followed over time.
05
Understand the work behind your results.
Analytics reviews the activity you recorded and the business you wrote, side by side.
Start with Free Access. Know what comes next.
Start using CloserKit with full access. No credit card required to sign up.
Practical Questions
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