Closearoo for insurance

Households, quotes, and the date each one comes round.

Closearoo is one loop: line up who to call, log what happened in one tap, and put the next action on a day before you hang up. A desk that has to reach a household before its renewal is a desk made of dated promises, which is the thing this app keeps.

Request access

Every login is approved by hand.

A drawing of a small brick office with a shield over the door, and a house along the road

The loop

Three things it does, every day.

  • 01The household is the record

    The policyholder and anybody else on the cover sit under it, and every call, note, quote and follow-up sits on the one record.

  • 02A renewal is a day you set

    There is no renewal field to fill in. You put the date on the record as a follow-up while you are on the call, and the list is built from those days.

  • 03A week you can read

    Calls made, households reached, quotes out and what is overdue, counted rather than remembered.

Three days it is for

What the loop looks like from your desk.

  • The renewal three weeks out

    Move the household to Renewal due and set the day you want it back. On that day it is at the top of the list with the reason on it, and it is on the calendar too.

  • The quote that went out on Tuesday

    Log what you sent and the day you will chase it. Nothing sits in a sent folder waiting to be remembered on a Friday afternoon.

  • The book you inherited

    Set how long is too long, once. Past that, any household nobody has spoken to climbs the list with the days on it, beside the callbacks already owed.

What Closearoo tracks for you

The words on the record.

A pack is labels, stages and cadences on the same loop. This table is read out of the insurance pack file the app itself draws from, so it is the words on the screen rather than a plan for them.

The account
Household
The person
Policyholder
Who answers the phone
Household contact, which is the partner, the adult child or anybody else on the cover
Stages
LeadContactedQuotedRenewal dueBoundLapsed
Activities
CallQuoteReview
How often to come back
A tier A household at renewal due every 2 days, one at quoted every 3, and a tier C household nobody has called every 30. Every cell in that table is a number you set once in Settings.

These words are on the screen from the moment a book is switched to this pack in Settings. The cadence numbers and the tier rule are starting values rather than researched practice, and they are the first thing to change in Settings.

Setting it up

Six steps, and you are calling.

  1. Ask for a login on this site. There is no signup, no trial and no card: one person reads the request and sends a one time password.
  2. Sign in and set a password of your own. The temporary one stops working the moment you do.
  3. Bring your list in, or start it by hand. The importer that exists today reads a CSV and wants an NPI on every row, because it was built against a prescriber registry, so until that changes you add records one at a time from the list screen.
  4. Set your targets in Settings: outreaches a week, calls a day, accounts activated, and the number of days without contact that counts as going quiet.
  5. Open Today. The list is already ordered by what is owed, what is slipping and who has never been reached. Take the first name, or start a Power Hour and take twelve.
  6. Log the call in one tap and put the next action on a day. Every number on the Reports page is made of that one step.

Questions

Asked before.

How do I get access?

You ask on this site and one person reads it. There is no signup, no trial and no card, because every login on Closearoo is granted by hand.

What can I import today?

A CSV, and the importer wants an NPI on every row because it was written against a prescriber registry. A plain household list is part of the pack work. Adding households by hand from the Accounts screen works today.

What does switching to this pack do?

A pack is labels, stages and cadences on the same loop. It renames what is on the screen, relabels the stage path, changes the call outcomes and the activity types, and puts the cadence table back to this pack's starting numbers. It changes nothing underneath: every record stays on the rung it is on, nothing is deleted, and switching back puts the old words on the same rows. An administrator does it from the Pack card in Settings.

Does it rate, quote or bind?

No, and it holds no policy, no premium and no carrier connection. Quoted and Bound are rungs on the stage path, the figures live wherever you rate them today, and Scout is told in its own instructions never to say what cover somebody needs.

Where did these numbers come from?

A builder, not an agent. The stage names read right and the cadence cells are sensible, but nobody working a renewal book has been asked yet, so treat every number on this page as a starting value and change it in Settings on the first day.

What does it not do?

It does not dial. A phone number is a link and your phone or your desk phone app is what opens it. It does not send email or text, and it does not read your inbox: what you sent somewhere else goes on the record as the note you type when you log the call. There is no map yet. There is no importer for another CRM, and no way in but a CSV.

Does it work on my phone?

It runs in the phone browser and installs to the home screen from there, so it opens without the browser bars around it. The screens fall to one column at that width. There is nothing to fetch from a store.

Nothing to install. One person. One next action.

A pack is labels, stages and cadences on the same loop. The insurance pack ships today and an administrator switches a book onto it in Settings, with every number in it a starting value. Ask for a login and the person who built it reads it.

Request access