COACH AGENTS

CRM For Coach and Consultant Agents.

Coaches and consultants need professional liability, GL, and cyber. ALE automates the coach book.

COACHES ARE UNDERSERVED

Coaches Are Underserved

Coaches and consultants need miscellaneous E and O. Most agents do not write them confidently.

Miscellaneous E And O

Advice driven claims.

Cyber Exposure

Client data breach.

GL Exposure

In person coaching.

THE COACH PLAYBOOK

The Coach Playbook

01

Multi Line Pipeline

All lines per coach.

02

E And O Tracking

Advice rate tracking.

03

Cyber Education

Client data drip.

04

GL Education

In person coverage.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Revenue driven review.

WHO THIS FITS

Who This Helps

Professional Specialists

Coach focused.

Commercial Producers

Multi line professional.

Growth Stage Agencies

Scaling coach.

Specialty Agents

Professional 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 Coaches.

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