HOA AGENTS

CRM For HOA Insurance Agents.

HOAs need master policy, D and O, fidelity, and umbrella. ALE automates the HOA book.

HOA INSURANCE IS SPECIALIZED

HOA Insurance Is Specialized

HOAs need master property, D and O, fidelity, and umbrella. Standard CRMs miss HOA coverage nuance.

HOA Master Policy

Common area coverage.

D And O Exposure

Board liability.

Fidelity Exposure

Treasurer fraud risk.

THE HOA PLAYBOOK

The HOA Playbook

01

Multi Line Pipeline

All lines per HOA.

02

Master Policy Tracking

Common area coverage.

03

D And O Education

Board liability drip.

04

Fidelity Education

Treasurer fraud drip.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

HOA growth review.

WHO THIS FITS

Who This Helps

HOA Specialists

Community focused.

Commercial Producers

Multi line community.

Growth Stage Agencies

Scaling HOA.

Specialty Agents

HOA books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, master policy, D and O education.

  • Core CRM
  • Multi line pipeline
  • Master policy tracking
  • D and O education
  • Renewal calendar
SEE PACKAGES

Serve HOAs.

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