CAPTIVE AGENTS

CRM For Captive Insurance Agents.

Captive agents need carrier rater integrations and brand compliant workflows. ALE supports the captive model.

CAPTIVES NEED CARRIER SPECIFIC TOOLS

Captives Need Carrier Specific Tools

Captive agents use carrier rater tools daily. Standard CRMs do not integrate.

No Carrier Rater Sync

Manual rater entry.

Brand Compliance

Carrier brand rules.

No Captive Reporting

Carrier reporting blind.

THE CAPTIVE PLAYBOOK

The Captive Playbook

01

Carrier Rater Sync

Rater pushes quotes to CRM.

02

Brand Compliant Templates

Carrier brand safe.

03

Speed To Lead

60 second SMS.

04

Renewal Defense

Automated reminders.

05

Multi Line Cross Sell

Auto, home, life, umbrella.

06

Reporting

Book growth tracking.

WHO THIS FITS

Who This Helps

State Farm Agents

Brand captive.

Allstate Agents

Brand captive.

Farmers Agents

Brand captive.

Nationwide And AmFam

Brand captive.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Carrier rater sync, brand templates, speed to lead.

  • Core CRM
  • Carrier rater sync
  • Brand templates
  • Speed to lead
  • Renewal defense
SEE PACKAGES

Captive Agent Focused.

Book a 20 minute demo. We will walk through the captive stack.