Leaving State Farm, Allstate, Farmers, or another captive is a career decision with a 90 day execution window. ALE gives you the book transfer checklist, carrier appointment prep, CRM launch plan, and the automation to hit the ground writing.
Captive agents leave with a book, an insurance license, and a lot of captive specific habits to unlearn. Without a playbook, the first 90 days get lost to carrier paperwork, ops building, and survival mode instead of writing business.
Legal paperwork, client notification, portability agreements, and post departure restrictions all need handling.
Getting appointed with 6 to 12 carriers takes 30 to 90 days. Without planning, you cannot quote on day 1.
Captives gave you the AMS, the leads, the phone system. Independent, you replace all of it in week one.
Export your book, confirm X dates, identify top 20 percent of households, plan first call sequence.
Cluster or MGA selection, E&O application, carrier appointment paperwork queued.
Day 1 CRM ready: book imported, X dates tracked, pipeline live. ALE runs this in 7 to 14 days.
Website, phone, SMS, lead forms all live. First independent lead closed in week 2.
60 to 90 day pre renewal quote prep for your imported book. Save 40 percent of households from captive retention.
Post bind and post claim referral ask automations live. Book grows from day one.
Strong book, ready to diversify carriers. Needs multi carrier independence and X date discipline.
Facing economic pressure. Needs a faster technology stack and better carrier options.
Seeking control over placement. Needs independent carrier access and an AMS replacement.
Learned the trade, ready to own the book. Needs the operating system to do it solo.
Core CRM, book import, X date tracking, SMS automation, review generation, referral ask.
Add AI receptionist, carrier rater integrations, advanced automation, custom reporting. Standard for 500+ household transitions.
Book a 20 minute demo. We will walk through the 90 day launch plan, book import, and week 1 lead capture.