EVENT AGENTS

CRM For Event Planner Insurance Agents.

Event planners need E and O, special events, liquor liability, and cancellation. ALE automates the event book.

EVENT PLANNERS ARE SPECIALIZED

Event Planners Are Specialized

Event planners need E and O plus per event coverage. Standard CRMs miss event coverage nuance.

Event E And O

Planning driven claims.

Per Event Coverage

Each event needs coverage.

Cancellation Coverage

Revenue continuity.

THE EVENT PLAYBOOK

The Event Playbook

01

Multi Line Pipeline

All lines per planner.

02

E And O Tracking

Planning rate tracking.

03

Per Event Tracking

Events tracked separately.

04

Cancellation Education

Revenue continuity drip.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Event volume review.

WHO THIS FITS

Who This Helps

Event Specialists

Planner focused.

Commercial Producers

Multi line event.

Growth Stage Agencies

Scaling event.

Specialty Agents

Hospitality books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, E and O tracking, per event tracking.

  • Core CRM
  • Multi line pipeline
  • E and O tracking
  • Per event tracking
  • Renewal calendar
SEE PACKAGES

Serve Event Planners.

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