GEORGIA AGENTS

The CRM For Georgia Insurance Agents.

Georgia runs on metro Atlanta referral networks, severe weather claim volume, and non standard auto placement. ALE ships with OCI compliance, severe weather retention, referral partner automation, and multi carrier rate shops built for Georgia producers.

GEORGIA INSURANCE REALITY

Georgia Insurance Reality

Georgia has top 10 severe weather claim volume, strong non standard auto market, and Atlanta metro referral density. Without a storm retention workflow and a referral partner pipeline, you lose policies you should have kept.

Severe Weather Churn

Hail and wind claims across the metro spike non renewal rates. Without retention touches, book shrinks every storm season.

Non Standard Auto Gaps

35 percent of Georgia auto is non standard. Without SR 22 tracking and payment automation, policies lapse.

Referral Partner Drop Off

Realtor and mortgage referrals generate 30 to 50 percent of new business. Without tracking, 40 percent of referrals die uncontacted.

GEORGIA AUTOMATION STACK

Georgia Automation Stack

01

Severe Weather Retention

Storm claim opens trigger 7 day check in, 30 day retention touch, contractor referral. Book protection.

02

Referral Partner Pipeline

Realtors and mortgage brokers tagged. Each referral has a same day response task and partner branded touchpoint.

03

OCI Compliance

Office of Commissioner of Insurance licensing tracker, CE reminders, complaint handling audit trail.

04

Non Standard Auto Workflow

SR 22 filing deadlines, monthly pay automation, non standard carrier routing, NSF retention tasks.

05

Multi Carrier Rate Shop

Georgia Farm Bureau, Mercury, Progressive, State Auto rate changes tracked. Proactive rate shop call tasks.

06

Atlanta Metro Geo Targeting

Zip code segmentation for Fulton, DeKalb, Cobb, Gwinnett lead routing and localized marketing.

WHO THIS FITS

Built For Georgia Verticals

Atlanta Metro Agent

Fulton, DeKalb, Cobb, Gwinnett. Needs referral partner pipeline, metro segmentation, storm retention.

Non Standard Auto Producer

Writing SR 22 and monthly pay. Needs filing deadline tracker and NSF retention automation.

Coastal Georgia Agent

Savannah, Brunswick, St Simons. Needs hurricane deductible tracking, wind mit inspection automation.

South Georgia Independent

Agricultural market. Needs farm and ranch pipeline, livestock coverage triggers, crop insurance workflow.

PACKAGE FIT

Georgia Package Fit

Launch: $497 per month

OCI compliance, severe weather retention, referral partner pipeline, SMS and email automation.

  • OCI compliance
  • Severe weather retention
  • Referral partner pipeline
  • Review generation
  • Lead capture forms
SEE PACKAGES

Georgia Agents, Georgia Workflow.

Book a 20 minute demo. We will walk through storm retention, referral partner pipeline, and non standard auto workflow.