RETAIL AGENTS

CRM For Retail Insurance Agents.

Retailers need GL, property, WC, cyber, and business interruption. ALE automates the retail book.

RETAILERS ARE MULTI LINE

Retailers Are Multi Line

Retailers need GL, property, WC, cyber, and BI. Standard CRMs miss retail coverage nuance.

Slip And Fall Claims

High frequency GL claims.

Cyber Exposure

Payment card breach.

Business Interruption

Revenue continuity.

THE RETAIL PLAYBOOK

The Retail Playbook

01

Multi Line Pipeline

All lines per retailer.

02

GL Tracking

Slip and fall rate tracking.

03

Cyber Education

PCI compliance drip.

04

BI Education

Revenue continuity drip.

05

Renewal Calendar

Staggered renewals.

06

Annual Review

Revenue driven review.

WHO THIS FITS

Who This Helps

Retail Specialists

Store focused.

Commercial Producers

Multi line retail.

Growth Stage Agencies

Scaling retail.

Specialty Agents

Retail books.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, GL tracking, cyber education.

  • Core CRM
  • Multi line pipeline
  • GL tracking
  • Cyber education
  • Renewal calendar
SEE PACKAGES

Serve Retailers.

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