Keep every client after the close.
Afterclose is a CRM for health insurance agents. It keeps you in touch with every client after the sale, so more policies stay on the books and more clients send you referrals.
Needs you today
SampleAfter the sale, a lot of clients never hear from their agent again.
of life insurance customers have had no contact with the agent who sold them their policy in more than three years.
describe their relationship with that agent as trusted, with regular communication.
Source: J.D. Power 2025 U.S. Individual Life Insurance Study, a survey of 5,065 customers. These figures are for life insurance.
The agent who stays in touch is the one who keeps the client and gets the referral.
Everything that happens after the policy is sold, in one place.
Your whole book in one place
Upload your book of business and see every client, policy and status. Upload it again any time and see exactly what changed.
Your taken rate, always current
See your taken rate month by month, and which policies are putting it at risk while you can still do something about it.
One inbox for email and text
Email and text your clients from one place, and see their replies in the same thread.
Birthdays and holidays, handled
Greetings go out on time with your name on them. You see exactly what will send before it does.
Follow-up that fits the moment
When a payment is missed or a policy changes status, the right message is drafted and waiting for your approval.
Your own referral page
A personal page your clients can share, so a happy client becomes your next introduction.
More of your business stays. More of it grows.
Keep what you wrote
A missed payment caught early can often still be saved. Afterclose puts it in front of you while there is time to call.
Turn clients into referrals
Clients who hear from you remember you. Make it easy for them to send friends and family your way.
Be the first call
When a client's life changes and they need to look at coverage again, the agent who stayed in touch is the one they call.
Your clients trust you. Afterclose is built around that.
It works for you, in your name, and only when you say so.
- Nothing reaches a client until you approve it.
- Every new account starts in test mode, so nothing sends by accident.
- Texts go only to clients who agreed to receive them, and only during daytime hours.
- Your client list is private to you. Other agents cannot see it.
Already have a login?
Early access is opening to a small group of agents first.