CONTRACTOR INSURANCE

CRM For Contractor Insurance Agents.

Contractors need GL, workers comp, tools, equipment, commercial auto. ALE tracks every submission and renewal.

CONTRACTOR INSURANCE IS COMPLEX

Contractor Insurance Is Complex

Multiple lines per client, state by state licensing, job by job COIs. Manual tracking fails.

Multi Line Submissions

GL, WC, tools, auto per client.

Job COI Requests

Daily COI requests waste producer time.

Workers Comp Audits

Annual audits cause friction.

THE CONTRACTOR PLAYBOOK

The Contractor Playbook

01

Multi Line Pipeline

All lines tracked per client.

02

COI Automation

Client self service COI requests.

03

WC Audit Prep

Annual audit prep workflow.

04

Renewal Shop Defense

Renewal reminders and shop defense.

05

Cross Sell Drips

Add bond, umbrella, cyber.

06

State Licensing Tracking

Track state licensing required.

WHO THIS FITS

Who This Helps

Construction Focused Agents

GC, trades, specialty contractors.

Commercial P And C

Multi line contractor books.

Growth Stage Agencies

Scaling commercial.

Surplus Lines Brokers

Hard to place contractors.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, COI automation, renewal defense.

  • Core CRM
  • Multi line pipeline
  • COI automation
  • Renewal defense
  • Carrier email retention
SEE PACKAGES

Automate Contractor Insurance.

Book a 20 minute demo. We will walk through the contractor pipeline.