Virtual Closer

NaTi Global Inc.

About this app

Virtual Closer is an AI sales team for insurance agents. Mira works your leads and books calls on your calendar. You take the call and close.

MIRA WORKS THE LEADS
Pick the leads you want worked and Mira reaches out by text and email, answers first questions and books the call. She follows up on leads that went quiet and brings no-shows back onto the calendar. Coverage and underwriting questions go to a licensed agent every time.

YOUR DAY, RANKED
Open the app to one worklist: replies waiting on you, missed calls, follow-ups that are due and today's appointments, in order. Hot Leads ranks your book by who is worth calling now.

CALL AND TEXT FROM YOUR PHONE
A power dialer rings your phone and connects you to the lead, so you are not tied to a desk. Every lead carries its full message thread, call history and notes.

PIPELINES THAT MATCH HOW YOU SELL
Per-product pipelines for life, final expense, mortgage protection, health and Medicare, with stages you set yourself.

CLIENTS, POLICIES AND COMMISSIONS
Client records, policy details and documents. Commission and override tracking, so producers see what they earned and owners see the spread.

BUILT FOR A TEAM
Lead routing, per-agent booking pages and reporting that rolls up from one producer to the whole agency. Managers see their team; producers see their own book.

NOTIFICATIONS
Alerts for new replies, booked calls, missed calls and leads turning hot, with controls for each type.

PRIVACY
Optional Face ID unlock. Each agency's data is kept separate at the database level.

Virtual Closer is a subscription service. This app needs an existing account and an internet connection. Visit virtualcloser.com to get started. Calling and texting depend on your agency's phone setup, and standard carrier rates may apply.

What’s new

New app icon.