First 30 days drive first year retention. ALE onboarding drips ensure clients feel welcomed from day one.
After bind, most agents go silent. Clients feel abandoned and shop the next year.
No touch after bind.
Cold transactional feel.
Missed referral window.
Welcome SMS and email.
Coverage explained.
Google review request.
Producer personal touch.
Referral opportunity.
Multi line opportunity.
Retention focused.
Cross sell heavy.
Personal touch.
Scaling onboarding.
Welcome drip, policy review, review ask, referral ask.
Adds AI receptionist, cross sell drips, custom reporting.
Book a 20 minute demo. We will walk through onboarding.