SMALL BUSINESS AGENTS

CRM For Small Business Insurance Agents.

Small business owners need GL, BOP, workers comp, commercial auto, cyber. ALE automates the SMB book.

SMB INSURANCE IS MULTI LINE

SMB Insurance Is Multi Line

Every SMB needs 3 to 5 lines. Manual tracking fails. Renewals and cross sell get missed.

Multi Line Complexity

GL, BOP, WC, CA, cyber per client.

Renewal Timing

Different renewal dates per line.

Cross Sell Opportunity

SMB owner might only have GL.

THE SMB PLAYBOOK

The SMB Playbook

01

Multi Line Pipeline

All lines per client.

02

Renewal Calendar

Staggered renewal tracking.

03

Cross Sell Drips

Line specific drips.

04

BOP Package Offers

Bundle GL, property.

05

Cyber Education

Cyber education drip.

06

Annual Review

Business growth review.

WHO THIS FITS

Who This Helps

Commercial P And C Agents

SMB focused.

Multi Line Producers

Cross sell heavy.

Growth Stage Agencies

Scaling SMB.

Solo Producers

SMB community agents.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, renewal calendar, cross sell drips.

  • Core CRM
  • Multi line pipeline
  • Renewal calendar
  • Cross sell drips
  • BOP package offers
SEE PACKAGES

Serve Small Business.

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