SMALL AGENCIES

CRM For Small Insurance Agencies.

Small agencies with 2 to 10 producers need team tools without enterprise cost. ALE fits the sweet spot.

SMALL AGENCIES OUTGROW SOLO TOOLS

Small Agencies Outgrow Solo Tools

Small agencies need team pipelines and reporting. Solo tools break at team size.

No Team Pipelines

Solo tools siloed.

No Team Reporting

Cannot see team performance.

No Round Robin

Manual lead assignment.

THE SMALL AGENCY PLAYBOOK

The Small Agency Playbook

01

Team Pipelines

Shared pipelines.

02

Round Robin

Auto lead assignment.

03

Team Dashboards

Producer leaderboards.

04

Multi User Automations

Team drips.

05

Permissions

Role based access.

06

Reporting

Team performance.

WHO THIS FITS

Who This Helps

Small P And C Agencies

2 to 10 producers.

Small Life And Health

AEP teams.

Growth Stage Agencies

Scaling from solo.

Multi Producer Shops

Shared books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Team pipelines, round robin, dashboards, automations.

  • Core CRM
  • Team pipelines
  • Round robin
  • Team dashboards
  • Multi user automations
SEE PACKAGES

Small Agency Focused.

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