PROPERTY MGR AGENTS

CRM For Property Manager Insurance Agents.

Property managers need PM E and O, multi property, and portfolio umbrella coverage. ALE automates the PM book.

PROPERTY MANAGERS ARE MULTI PROPERTY

Property Managers Are Multi Property

Property managers need specialty E and O plus multi property coordination. Standard CRMs fail the portfolio.

PM E And O

Management driven claims.

Multi Property

Tens to hundreds of units.

Portfolio Umbrella

Aggregate coverage needed.

THE PROPERTY MANAGER PLAYBOOK

The Property Manager Playbook

01

Multi Line Pipeline

All lines per PM.

02

E And O Tracking

Portfolio size tracking.

03

Unit Level Tracking

Each property tracked.

04

Umbrella Cross Sell

Portfolio umbrella.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Portfolio growth review.

WHO THIS FITS

Who This Helps

Professional Specialists

PM focused.

Commercial Producers

Multi line investor.

Growth Stage Agencies

Scaling PM.

Specialty Agents

Investor books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, E and O tracking, unit tracking.

  • Core CRM
  • Multi line pipeline
  • E and O tracking
  • Unit level tracking
  • Renewal calendar
SEE PACKAGES

Serve Property Managers.

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