Annual reviews drive retention and cross sell. Most agents skip them because they are manual. ALE automates the entire flow.
Less than 15 percent of agents consistently run annual reviews. Retention and cross sell suffer.
Without automation, reviews never get scheduled.
Producer walks into review unprepared, client loses trust.
Reviews end without cross sell opportunities captured.
Client birthday and policy anniversary trigger review SMS invites.
Clients book via personal booking link.
CRM generates coverage summary, gaps, and cross sell opportunities.
Standard agenda template with industry best practices.
Opportunities captured during review fire into cross sell drip.
Post review 30 day retention drip fires.
Annual review model.
Cross sell heavy books.
Cannot manually book 200 reviews.
Annual coverage review critical.
Birthday triggers, booking, prep reports, cross sell queue.
Adds AI receptionist, agenda templates, advanced cross sell automation.
Book a 20 minute demo. We will show you the annual review automation.