FLORIDA

CRM For Florida Insurance Agents.

Hurricane season claims, Citizens takeouts, AOB fraud, and roofing scams. ALE automates the outreach FL agents have to do and do not have time for.

FLORIDA IS A FULL TIME RETENTION BATTLE

Florida Is A Full Time Retention Battle

Between hurricane renewals, Citizens takeouts, and aggressive direct writers, FL agents cannot afford manual follow up.

Hurricane Season Outreach

Every named storm triggers client calls. A CRM triggers them first with safety and claim info.

Citizens Takeout Offers

Clients get takeout offers in the mail. Without proactive outreach, you lose them to the takeout carrier.

AOB and Roofing Scams

Clients sign over benefits to contractors. Agents need a proactive education cadence to protect their book.

THE FLORIDA PLAYBOOK

The Florida Playbook

01

Hurricane Ready Campaign

June 1 triggers an annual hurricane prep SMS and email to every homeowner policy. Builds trust, reduces claims.

02

Takeout Defense

When Citizens sends takeout offers, clients get a counter comparison with your recommended carrier.

03

AOB Education Drip

Monthly client drip educates about AOB risks. Reduces fraudulent claims, protects your loss ratio.

04

Speed To Lead

New FL auto and home leads get an SMS in 60 seconds. FL is a shop heavy market, speed wins.

05

Renewal Shop Defense

60, 30, 14 day renewal reminders with rate comparison. Beats the direct writer mailers.

06

Review Generation

Post claim and post bind review asks fire automatically. Your map pack rank moves up.

WHO THIS FITS

Who This Fits

South FL Auto and Home

Miami Dade, Broward, Palm Beach. High volume shop market, speed to lead is everything.

Tampa and Orlando Personal Lines

Citizens takeout heavy, new construction boom, need automated cross sell.

Panhandle Commercial and Ag

Farm, commercial, and hurricane exposed properties. Seasonal renewal campaigns.

Florida Medicare and Senior

AEP rush, Villages, senior lead generation. Compliance first CRM required.

PACKAGE FIT

Florida Agent Packages

Launch: $497 per month

Speed to lead, renewal automation, review generation, and hurricane ready campaigns for solo FL agents.

  • Core CRM
  • SMS and email
  • Missed call text back
  • Review generation
  • Hurricane prep templates
SEE PACKAGES

Florida Agents, Automate The Battle.

Book a 20 minute demo. We will show you the hurricane ready automation, Citizens takeout defense, and AOB education stack.