Lead reactivation for insurance agents: AI texts, emails and books appointments. Your client pastes their Virtual Closer key once, and your agent or your code works with their access.
CRM and sales
About Virtual Closer
Through Operate As, your agent, n8n workflow or code works in Virtual Closer with your client's own access. Your client pastes their API key from Virtual Closer once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Virtual Closer's API through the request tool, with the client's access attached.
Common uses in CRM and sales
Add new leads from forms, emails and calls
Move deals along and log activity after each conversation
Keep contact records clean and complete
Virtual Closer
Virtual Closer · CRM and sales
API key
Lead reactivation for insurance agents: AI texts, emails and books appointments
The client pastes their API key from Virtual Closer's settings. We store it encrypted.
Tested against Virtual Closer's live API.
Building with Virtual Closer? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.