Building the Future of Insurance Lead Generation
- Powered By AI
At Source To Close, we help insurance agencies modernize how they attract and qualify clients through intelligent automation. From AI Callers to full CRM integration, we’re redefining how agents scale their business.
Trusted by top-performing agents across the U.S.
Trusted by Leading Insurance Professionals
Proven AI Systems. Real Results.
Built for Growth and Performance
AI Is Transforming the
Insurance Industry
The data is clear — automation and AI are reshaping how insurance professionals connect with clients, process leads, and drive growth. Here are a few proven insights from industry leaders and research firms shaping the future of insurance.
McKinsey: AI Could Increase Insurance Productivity by 40%
Forbes: How AI Is Reshaping Customer Experience in Insurance
Deloitte Insights: The Future of AI-Enabled Underwriting
Our Team
Meet Our Experts
Our team brings years of experience in marketing, automation, and sales strategy — helping agents go from chasing leads to running fully automated appointment systems.
Franko Cardozo
Co-Founder and Director of Marketing
Alex Salazar
Founder and Director of Operations
Cannon Price
Head of Client Acquistion
"This system completely changed how I run my business! The AI Caller books qualified appointments for me every week, and I finally have time to focus on closing deals instead of chasing leads. It’s a total game-changer for insurance agents."
— Mark Daniels
Independent Life Insurance Agent
Testimonials
What Clients Says
We’re proud to share the feedback from insurance professionals who’ve partnered with Source To Close to grow their business through AI automation and appointment systems.
Their results inspire us to keep building smarter, faster, and more reliable solutions that transform how agents book and close clients.
Our clients are at the center of everything we do. Their success stories drive us to keep innovating and refining our systems — ensuring every insurance agent has the tools to scale with confidence and consistency.
"This system completely changed how I run my business! The AI Caller books qualified appointments for me every week, and I finally have time to focus on closing deals instead of chasing leads. It’s a total game-changer for insurance agents."
— Mark Daniels
Independent Life Insurance Agent
Short, simple videos with the real strategies we use — no fluff, just what’s working for agents right now.
Free Resources That Actually Help You Grow
We bring you the latest in AI automation, client acquisition systems, and insider strategies to help insurance professionals scale smarter. Learn how to streamline your sales process, boost efficiency, and turn every lead into a qualified appointment — powered by Source To Close.
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