CYBER INSURANCE

CRM For Cyber Insurance Producers.

Cyber is an application heavy, underwriter touchy line. ALE automates assessment intake, renewal audits, and post incident client outreach.

CYBER APPLICATIONS KILL PRODUCER TIME

Cyber Applications Kill Producer Time

Cyber carriers require 10 to 40 question assessments. Producers chase clients for answers for weeks. Automation fixes that.

Long Application Forms

Cyber apps ask about backups, MFA, EDR, incident response. Clients delay.

Renewal Re Assessment

Every renewal requires new assessment. Manual chasing breaks.

Post Incident Chaos

When a client has an incident, producer gets 20 calls. No workflow means lost clients.

THE CYBER PLAYBOOK

The Cyber Playbook

01

Self Serve Assessment Intake

Client receives a secure link to complete the assessment. CRM tracks completion status.

02

Automated Chase Sequence

Incomplete assessments get SMS and email reminders until submitted.

03

Renewal Re Assessment

60 days out, renewal assessment fires automatically. Carrier submission on time.

04

Post Incident Workflow

Client reports incident, CRM fires claims intake, carrier notification, attorney referral.

05

Underwriter Updates

Submission status tracked, underwriter questions funneled to client fast.

06

Review Generation

Post bind review ask. Cyber clients refer peers in their industry.

WHO THIS FITS

Who This Fits

Solo Cyber Producers

One person cyber specialist shop, application heavy.

Commercial Generalists

P and C agents adding cyber to existing commercial book.

MSP Partnered Agents

Working with MSPs, need fast assessment intake.

Healthcare And Law Firm Focus

HIPAA and PII heavy clients, specialized assessment workflows.

PACKAGE FIT

Cyber Packages

Launch: $497 per month

Self serve assessment intake, chase automation, renewal re assessment, review generation.

  • Core CRM
  • Assessment intake portal
  • Chase sequence automation
  • Renewal re assessment
  • Review generation
SEE PACKAGES

Cyber Producers, Ship The Application Chase To Automation.

Book a 20 minute demo. We will show you the cyber pipeline, assessment intake portal, and post incident workflow.