Acquiring an agency is high risk if retention drops. ALE helps acquirers consolidate books and retain through transition.
Book buyers lose 10 to 20 percent of clients in the first year without structured retention.
Seller used AMS, Excel, or no CRM.
Clients unsure who to call.
Cannot measure transition performance.
Consolidate seller data into ALE.
SMS and email introducing new agency.
Reviews prioritized by book value.
Track 30, 60, 90 day retention.
Map acquired clients to producers.
Revenue, retention, claims ratio per book.
Buying multiple books.
Consolidating regional agencies.
First acquisition.
Planning acquisition strategy.
Data migration, welcome campaign, review system, retention dashboard.
Adds AI receptionist, producer assignment, book performance reports.
Book a 20 minute demo. We will walk through the acquisition playbook.