AGENCY AGENTS

CRM For Marketing Agency Insurance Agents.

Marketing agencies and freelancers need E and O, cyber, and GL. ALE automates the agency book.

CREATIVE AGENCIES ARE UNDERSERVED

Creative Agencies Are Underserved

Marketing agencies and freelancers need specialty E and O. Standard CRMs miss creative coverage nuance.

Creative E And O

Deliverable driven claims.

Cyber Exposure

Client data breach.

Contract Exposure

Client contract claims.

THE AGENCY PLAYBOOK

The Agency Playbook

01

Multi Line Pipeline

All lines per agency.

02

E And O Tracking

Deliverable rate tracking.

03

Cyber Education

Client data drip.

04

Contract Education

Client contract drip.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Revenue driven review.

WHO THIS FITS

Who This Helps

Creative Specialists

Agency focused.

Commercial Producers

Multi line creative.

Growth Stage Agencies

Scaling creative.

Specialty Agents

Creative books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, E and O tracking, cyber education.

  • Core CRM
  • Multi line pipeline
  • E and O tracking
  • Cyber education
  • Renewal calendar
SEE PACKAGES

Serve Agencies.

Book a 20 minute demo. We will walk through agency workflows.