Pace to Close
Built for focused insurance sales work

Turn daily sales activity into a pace you can trust.

Pace to Close gives individual producers and insurance offices one private place to log activity, protect focused call blocks, measure conversion, and know the next best move.

Browse without an account. A free ChatGPT account is used only to save your private workspace.

Pace to CloseTodaySaved

THURSDAY · SALES WORKSPACE

Good morning.

WEEKLY EFFORTYour activity has a rhythm.85 calls · 23 conversations · 3 households
62PACE
Calls18/30
Conversations6/8
Presented2/3
Timestamped automatically Private by default Personal or office workspace Conversion-aware insights

From effort to direction

Everything you need to run the day—without customer records.

Log aggregate activity, not names or policy details. Pace to Close stays focused on the work that creates outcomes.

01 · Capture

Log in one click

Calls, conversations, presentations, households, and custom metrics get the current time automatically.

02 · Focus

Protect sales blocks

Start a focused block, choose the lead source, and keep every result connected to that work session.

03 · Improve

See what converts

Learn your best contact windows, stage ratios, lead-source performance, and the daily pace behind the goal.

Personal first. Team when invited.

Your data goes only where you choose.

Every account starts with a personal workspace. Create or join an agency office only when you want shared goals and reporting. Membership and role checks are enforced for every saved request.
  • Personal workspace is private to the signed-in account
  • Office owners invite members with a controlled code
  • Owner, manager, and member roles control changes
  • Switch workspaces before logging office activity
ACTIVE WORKSPACENorthside Agency
PSJMAT+4
Team pace78%
Conversations today41

Access made clear

Browse freely. Sign in only when your data needs a home.

The public website and demo are open to everyone. Your saved workspace is private to the identity you use when signing in.
No account needed

Visit and explore

Anyone can open Pace to Close, learn how it works, and use the sample-data demo without ChatGPT.

Free account required

Save a private workspace

Pace to Close currently uses Sign in with ChatGPT to identify saved personal and office workspaces. A free account works; no paid ChatGPT plan is required.

After sign-in, the site receives your authenticated email and optional display name so it can identify the correct workspace.

Designed around less sensitive data

Track the work, not the customer.

Pace to Close stores activity totals, timestamps, goals, and lead sources. It is not a CRM and does not ask for customer names, phone numbers, addresses, or policy details.

Build a repeatable sales rhythm

Know the pace. Do the work. Improve the result.

Create free workspace