CHARLOTTE

CRM For Charlotte Insurance Agents.

Charlotte agents serve banking professionals, metro growth, and inland hurricane exposure. ALE automates the outreach.

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CHARLOTTE BROKER REALITY

Charlotte Broker Reality

Banking industry clients, metro growth, inland hurricane exposure. Manual follow up fails.

Banking Industry Clients

High income professionals.

Metro Growth

Charlotte metro grows fast.

Inland Hurricane Exposure

Reduced wind but real.

THE CHARLOTTE PLAYBOOK

The Charlotte Playbook

01

Speed To Lead

Charlotte leads get SMS in 60 seconds.

02

New Resident Drip

New mover welcome quote drip.

03

Hurricane Prep Campaign

June 1 triggers prep SMS.

04

Renewal Shop Defense

60, 30, 14 day reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

NCDOI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Charlotte Personal Lines

Metro auto and home.

Ballantyne And South Park

High net worth suburbs.

Charlotte Commercial

Banking and finance.

Charlotte Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Charlotte Packages

Launch: $497 per month

Speed to lead, new resident drip, hurricane prep, NCDOI logs.

  • Core CRM
  • New resident drip
  • Hurricane prep
  • Missed call text back
  • NCDOI ready logging
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Build: $897 per month

Adds AI receptionist, carrier rater integrations, cross sell drips.

  • Everything in Launch
  • AI phone receptionist
  • Carrier rater integrations
  • Multi line cross sell
  • Custom reporting
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Charlotte Brokers, Automate The Book.

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

BOOK DEMO CALL (516) 780-1385