LARGE AGENCIES

CRM For Large Insurance Agencies.

Large agencies with 10 plus producers need hierarchy, territory, and enterprise features without enterprise bloat.

LARGE AGENCIES NEED HIERARCHY

Large Agencies Need Hierarchy

Large agencies need team hierarchy, territory routing, and SSO. Small agency tools break at scale.

No Team Hierarchy

Flat structure breaks.

No Territory Routing

Manual assignment.

No SSO

Password fatigue.

THE LARGE AGENCY PLAYBOOK

The Large Agency Playbook

01

Team Hierarchy

Managers and producers.

02

Territory Routing

Geo and product routing.

03

SSO Login

Single sign on.

04

Custom Reporting

Multi dimensional.

05

Advanced Permissions

Granular roles.

06

Audit Trails

Full activity logs.

WHO THIS FITS

Who This Helps

Large P And C Agencies

10 plus producers.

Multi Location Agencies

Territory driven.

Enterprise Life Agencies

Hierarchy heavy.

Franchise Agencies

Multi location.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Team hierarchy, territory routing, custom reporting.

  • Core CRM
  • Team hierarchy
  • Territory routing
  • Custom reporting
  • Advanced permissions
SEE PACKAGES

Large Agency Focused.

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