The first 30 days after bind decide retention. ALE automates welcome, policy delivery, portal access, and education so clients feel taken care of from day one.
Clients that feel neglected in the first 30 days shop at first opportunity. Manual onboarding never scales past 50 policies.
Producer intends to call every new client. Reality, less than 20 percent actually do.
Clients get a PDF in email, do not know what to do with it.
Client portals exist but clients never log in unless prompted.
Post bind SMS and email welcome fires with next steps and contact info.
Video link walks client through key coverage, deductibles, and contacts.
Client gets invite to self serve portal for ID cards, COIs, and claims.
Google review ask SMS fires on day 14 post bind.
Producer gets an alert to call client for a 5 minute check in.
30 to 90 day drip shows auto buyers home, umbrella, life options.
Need to onboard new clients without spending an hour each.
Building retention into the book from day one.
Binding 20 plus new clients per month, need automation.
Multi line agents using onboarding to warm up cross sell.
Welcome sequence, policy walkthrough, portal invite, review ask.
Adds AI receptionist, cross sell drips, check in alerts.
Book a 20 minute demo. We will show you the onboarding engine, portal adoption, and cross sell drip stack.