Two extra client touches per year lift retention by double digits. ALE automates birthday and policy anniversary SMS and email so you never miss one.
Solo producers intend to send birthday texts. In reality, less than 10 percent do consistently. Automation fixes that forever.
Cannot track 300 client birthdays in your head or on a spreadsheet.
Annual policy bind anniversary is a perfect touch moment, almost never used.
Two missed touches per year means 10 to 15 percent higher churn over 3 years.
Birthday SMS fires on client birthday automatically. Warm, short, personal.
Policy bind anniversary SMS fires with a thank you.
CRM captures spouse and dependent birthdays. Broader touch base.
Birthday SMS includes soft ask for Google review.
Policy anniversary SMS invites an annual coverage review.
Anniversary SMS includes soft referral ask.
Cannot manually text 300 birthdays, need automation.
Relationship driven lines where birthdays matter most.
Auto and home clients, family birthday capture.
Medicare clients appreciate the birthday touch.
Birthday SMS, policy anniversary SMS, review ask tie in.
Adds AI receptionist, family birthday capture, annual review booker.
Book a 20 minute demo. We will show you the birthday and anniversary campaigns, review tie in, and retention lift.