LEAD ROUTING

Lead Routing For Insurance Agents.

Leads need the right producer fast. ALE routes leads by round robin, territory, product, availability, and skill.

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MANUAL ROUTING DELAYS LEADS

Manual Routing Delays Leads

Manual lead routing delays first touch. Fast routing wins deals.

Manual Routing

Minutes delay.

Wrong Producer Fit

Territory mismatch.

No Availability Check

Out of office routed.

THE ROUTING PLAYBOOK

The Routing Playbook

01

Round Robin

Even distribution.

02

Territory Routing

Geo matched.

03

Product Line Routing

Line matched.

04

Availability Check

Only active producers.

05

Skill Based

Expertise matched.

06

Reporting

Routing fairness.

WHO THIS FITS

Who This Helps

Multi Producer Agencies

Team routing.

Multi State Agencies

Territory driven.

Growth Stage Agencies

Scaling routing.

Multi Line Agents

Product matching.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Round robin, territory, product line, availability.

  • Core CRM
  • Round robin
  • Territory routing
  • Product line routing
  • Availability check
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Build: $897 per month

Adds AI receptionist, skill based routing, custom reporting.

  • Everything in Launch
  • AI phone receptionist
  • Skill based routing
  • Custom reporting
  • Priority support
SEE PACKAGES

Route Leads Instantly.

Book a 20 minute demo. We will walk through lead routing.

BOOK DEMO CALL (516) 780-1385