DALLAS FORT WORTH

CRM For Dallas Fort Worth Insurance Agents.

DFW agents face hail season claim spikes, growth market shopping, and TDI oversight. ALE automates speed to lead, claims, and retention.

DFW HAIL AND GROWTH REALITY

DFW Hail And Growth Reality

Annual hail season drives claims chaos. Metro growth drives constant new business. Manual follow up fails.

Hail Season Claims

Spring hail drives hundreds of claims fast.

Metro Growth

DFW grows by over 100 thousand per year.

TDI Oversight

Audit trails required.

THE DFW PLAYBOOK

The DFW Playbook

01

Speed To Lead

DFW leads get SMS in 60 seconds.

02

New Resident Drip

New mover welcome quote drip.

03

Hail Claim Workflow

Post hail event batch FNOL opens.

04

Renewal Shop Defense

60, 30, 14 day renewal reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

TDI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Dallas Personal Lines

High volume auto and home.

Fort Worth Mixed

Personal and commercial.

Plano And Frisco

High net worth new mover.

DFW Medicare And Life

AEP rush, multi line.

PACKAGE FIT

DFW Packages

Launch: $497 per month

Speed to lead, new resident drip, hail claim workflow, TDI logs.

  • Core CRM
  • New resident drip
  • Hail claim workflow
  • Missed call text back
  • TDI ready logging
SEE PACKAGES

DFW Brokers, Ready For Hail Season.

Book a 20 minute demo. We will show you the DFW pipeline and hail claim workflow.