BOSTON

CRM For Boston Insurance Agents.

Boston brokers deal with nor easters, urban density personal lines, and MA DOI oversight. ALE automates the outreach.

BOSTON BROKER REALITY

Boston Broker Reality

Urban auto and home, seasonal nor easter claims, and MA DOI oversight. Manual follow up fails.

Nor easter Season Claims

Winter storms drive claims and retention moments.

Urban Density

High volume Boston metro auto and home.

MA DOI Oversight

Audit trails required.

THE BOSTON PLAYBOOK

The Boston Playbook

01

Speed To Lead

Boston leads get SMS in 60 seconds.

02

Winter Storm Prep Campaign

November 1 triggers winter prep SMS.

03

Renewal Shop Defense

60, 30, 14 day renewal reminders.

04

Commercial Submission Pipeline

Workers comp, GL, property tracked.

05

Review Generation

Day 7 post bind Google review ask.

06

DOI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Boston Metro Personal Lines

High volume urban auto and home.

North Shore Commercial

Workers comp, GL, property.

Cambridge And Somerville

High income urban.

Boston Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Boston Packages

Launch: $497 per month

Speed to lead, winter storm prep, DOI logs, review generation.

  • Core CRM
  • Winter storm prep campaigns
  • Missed call text back
  • Review generation
  • DOI ready logging
SEE PACKAGES

Boston Brokers, Automate The Urban Book.

Book a 20 minute demo. We will show you the Boston pipeline.