HIGH NET WORTH

CRM For High Net Worth Insurance Agents.

High net worth clients need umbrella, art, jewelry, vacation homes. ALE automates the HNW client journey.

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HNW CLIENTS HAVE COMPLEX COVERAGE

HNW Clients Have Complex Coverage

HNW clients need specialty coverage and concierge service. Standard CRMs miss the touch points.

Complex Coverage Needs

Multiple homes, art, jewelry.

Concierge Service Expectation

White glove service required.

Carrier Specialty Required

Chubb, AIG, PURE.

THE HNW PLAYBOOK

The HNW Playbook

01

Portfolio Tracking

Multiple properties, art, jewelry.

02

Annual Review Calendar

White glove annual reviews.

03

Specialty Carrier Tracking

Chubb, AIG, PURE relationships.

04

Referral Network

HNW partner network.

05

Claims White Glove

Priority claims support.

06

Legacy Planning

Estate driven planning.

WHO THIS FITS

Who This Helps

HNW Focused Agents

Private client specialists.

Personal Lines HNW

Multi home coverage.

Estate Planning Focused

Legacy driven.

Growth Stage HNW Agencies

Scaling HNW.

PACKAGE FIT

ALE Packages

Launch: $647 per month

Portfolio tracking, annual review calendar, referral network.

  • Core CRM
  • Portfolio tracking
  • Annual review calendar
  • Referral network
  • Claims priority workflow
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Build: $1,447 per month

Adds AI receptionist, legacy planning, custom reporting.

  • Everything in Launch
  • AI phone receptionist
  • Legacy planning
  • Custom reporting
  • Priority support
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Serve High Net Worth.

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

BOOK A CALL CALL (516) 780-1385

No setup fee · Month to month · Cancel anytime · 30-day satisfaction guarantee (SEO excluded)
SOC 2 Type II infrastructure · TCPA & CAN-SPAM compliant tooling · Encrypted in transit & at rest · Security & data practices