CLAIMS ADVOCACY

Claims Advocacy Playbook.

Claims are retention moments. ALE claims playbook advocates for clients and turns claims into retention wins.

CLAIMS MAKE OR BREAK RETENTION

Claims Make Or Break Retention

Bad claims experience kills retention. Agents who advocate retain.

Slow FNOL

Clients file alone.

No Carrier Advocacy

Agent hands off.

No Client Updates

Client in the dark.

THE CLAIMS PLAYBOOK

The Claims Playbook

01

FNOL Automation

Instant FNOL filing.

02

Carrier Advocacy

Agent stays engaged.

03

Client Updates

Weekly status SMS.

04

Post Claim Review

Coverage review.

05

Retention Push

Renewal lock in.

06

Reporting

Retention by claim.

WHO THIS FITS

Who This Helps

Personal Lines Agents

Claim heavy.

Commercial P And C

Complex claims.

Retention Focused Agents

Relationship first.

Growth Stage Agencies

Scaling service.

PACKAGE FIT

ALE Packages

Launch: $497 per month

FNOL automation, carrier advocacy, client updates.

  • Core CRM
  • FNOL automation
  • Carrier advocacy
  • Client updates
  • Post claim review
SEE PACKAGES

Advocate Through Claims.

Book a 20 minute demo. We will walk through claims playbook.