NONPROFIT AGENTS

CRM For Nonprofit Insurance Agents.

Nonprofits need D and O, GL, WC, abuse and molestation, and event coverage. ALE automates the nonprofit book.

NONPROFITS ARE UNDERSERVED

Nonprofits Are Underserved

Nonprofits need specialty coverage. Most agents treat them like small businesses and miss key lines.

D And O Complexity

Board liability unique to nonprofits.

Abuse And Molestation

Youth serving coverage critical.

Special Events

Fundraising event coverage needed.

THE NONPROFIT PLAYBOOK

The Nonprofit Playbook

01

Multi Line Pipeline

All lines per nonprofit.

02

D And O Education

Board liability drip.

03

Abuse And Molestation

Youth serving coverage.

04

Special Events Tracking

Event coverage per event.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Mission driven review.

WHO THIS FITS

Who This Helps

Commercial P And C Agents

Nonprofit focused.

Community Agents

Local nonprofit books.

Multi Line Producers

Cross sell heavy.

Growth Stage Agencies

Scaling nonprofit.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, D and O education, events tracking.

  • Core CRM
  • Multi line pipeline
  • D and O education
  • Special events tracking
  • Renewal calendar
SEE PACKAGES

Serve Nonprofits.

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