About Us
Founded by an insurance agent who understood the struggle — built to make your business run smarter.
Our Story
Built By Agents. Perfected By Automation.
Source To Close was founded by Alex Salazar, an insurance agent who saw firsthand the frustration of chasing leads, managing unqualified data, and wasting valuable time on outdated systems. Determined to find a better way, Alex began building an automated process that could do what every agent needed most — qualify leads, book appointments, and keep their pipeline full without constant manual effort.
What started as a simple idea quickly became a powerful AI-driven system — and eventually, a company helping insurance professionals nationwide modernize their operations. Today, Source To Close works with agents across every major insurance sector — from health and life to mortgage protection and final expense — creating systems that generate, pre-qualify, and book leads on autopilot.
At its core, Source To Close was built by an agent for agents — with one mission: to help insurance professionals grow faster, work smarter, and close more.
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Experience
Our Mission
At Source To Close, our mission is simple — to help insurance agents win back their time and scale their business with smart systems. We believe that the right combination of automation, AI, and process can completely transform how agents generate leads, book appointments, and grow their revenue.
Our commitment is to build technology that works for agents — not against them. Every system we create is designed to simplify your day, improve results, and keep your pipeline full of qualified prospects.
Our Commitment to Agents
At Source To Close, we measure success by our clients’ growth. Every system we build is tested, optimized, and fine-tuned to help agents win more business and spend less time managing it.
Our focus is — and always will be — helping insurance professionals thrive through smarter automation.
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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