QUOTE TO BIND

Quote To Bind Tracking.

Most agencies do not know their close rate. ALE tracks every quote to bind, ages follow up, and drives accountability.

AGENCIES FLY BLIND ON CLOSE RATE

Agencies Fly Blind On Close Rate

Without quote tracking, agents cannot improve. Close rate stays mystery.

Unknown Close Rate

Cannot measure.

Quote Aging Blind

Old quotes forgotten.

No Follow Up Triggers

Quotes go cold.

THE QUOTE TRACKING PLAYBOOK

The Quote Tracking Playbook

01

Quote Pipeline

Every quote tracked.

02

Quote Aging

7, 14, 30 day alerts.

03

Follow Up Triggers

Auto follow up.

04

Close Rate Dashboard

By source, producer.

05

Producer Accountability

Leaderboards.

06

Reporting

Quote to bind reports.

WHO THIS FITS

Who This Helps

Agency Owners

Close rate oversight.

Sales Managers

Producer coaching.

Multi Producer Agencies

Team accountability.

Growth Stage Agencies

Scaling sales.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Quote pipeline, quote aging, follow up triggers.

  • Core CRM
  • Quote pipeline
  • Quote aging
  • Follow up triggers
  • Close rate dashboard
SEE PACKAGES

Track Every Quote.

Book a 20 minute demo. We will walk through quote tracking.