At State Farm, Allstate, or Farmers you had a lead system, an AMS, and an ops team. Now you are the ops team. ALE plugs the gap in week one so you can place carriers and write business, not build software.
Captive agents leave with a book, a license, and maybe a BOR. You do not leave with a CRM, lead engine, or an automation stack. Most new independents spend their first 90 days duct taping tools together instead of selling.
Captive carriers fed you leads. Independent, you pay for them. Every $30 lead that does not get called in 5 minutes is money on fire.
EZLynx, AMS360, HawkSoft all take weeks to implement. Your renewals are coming up in 60 days and you need pipeline tracking now.
New state filings, new E&O, new disclosures. Your CRM needs to handle TCPA opt ins and SOA tracking from day one.
Import your exported captive book via CSV. X dates, policies, contact info, all mapped to your new pipeline in under an hour.
Web forms, missed call text back, and Facebook lead ads connected. Every new independent lead hits a 60 second response sequence.
60, 30, 14, and 7 day reminders fire on every X date. You never lose a renewal to a captive poach attempt.
When you pick EZLynx or HawkSoft later, we push data in. CRM stays your system of record for sales and renewals.
TCPA opt in language on every form, SOA tracker for Medicare, DNC scrubbing, and full audit log.
PL Rater, QuoteRush, and ITC push quotes into your pipeline automatically. Stop double entering.
Just got your BOR, signed your first cluster or MGA. Every lead matters and you have no team to catch overflow.
One foot out of captive, still placing carriers. You need the system running before you open the doors publicly.
Brought 200 to 800 policies over. Need X date tracking, renewal quoting, and cross sell in week one.
Licensed in more than one state now. Need a CRM that handles multi state compliance and pipeline segmentation.
The right fit for new independents. Core CRM, SMS, lead capture, renewal reminders, review generation. Get running in 7 days.
When your book passes 300 policies, graduate to Build. AI receptionist, carrier rater integrations, advanced automation.
Book a 20 minute demo. We will walk through the captive transition playbook, book import, and 7 day launch.