Wholesalers and MGAs serve retail agents. ALE tracks submissions, agents, carriers, and production.
Wholesalers sell through retail agents. Standard CRMs built for retail do not fit.
Agents are the client.
Submissions per deal.
Carrier per placement.
Agents as contacts.
Deals through submission.
Carriers per placement.
Agent production.
Wholesaler renewals.
Agent and carrier reports.
MGA and GA.
Niche markets.
Scaling production.
Multi state.
Retail agent tracking, submission pipeline, carrier tracking.
Adds AI receptionist, renewal tracking, custom reporting.
Book a 20 minute demo. We will walk through the wholesaler stack.