CONTRACTOR AGENTS

CRM For Contractor Insurance Agents.

Contractors need GL, WC, inland marine, commercial auto, and bonds. ALE automates the contractor book.

CONTRACTOR INSURANCE IS MULTI LINE

Contractor Insurance Is Multi Line

Every contractor needs 4 to 6 lines plus bonds. Standard CRMs miss renewal timing and cross sell.

Multi Line Complexity

GL, WC, IM, CA, bonds per client.

Job Site Certificates

COI requests constant.

Bond Tracking

Surety bonds per project.

THE CONTRACTOR PLAYBOOK

The Contractor Playbook

01

Multi Line Pipeline

All lines per contractor.

02

COI Automation

Auto generate certificates.

03

Bond Tracking

Surety bonds per project.

04

Renewal Calendar

Staggered renewal tracking.

05

Cross Sell Drips

Line specific drips.

06

Annual Review

Payroll driven WC review.

WHO THIS FITS

Who This Helps

Commercial P And C Agents

Contractor focused.

Construction Specialists

Builder books.

Multi Line Producers

Cross sell heavy.

Growth Stage Agencies

Scaling contractor.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, COI automation, renewal calendar.

  • Core CRM
  • Multi line pipeline
  • COI automation
  • Renewal calendar
  • Cross sell drips
SEE PACKAGES

Serve Contractors.

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