MOBILE CRM

Mobile CRM For Insurance Agents.

Insurance agents live on the road. ALE mobile app gives full pipeline, SMS, call logging, and booking from your phone.

DESKTOP ONLY CRMS FAIL MOBILE PRODUCERS

Desktop Only CRMs Fail Mobile Producers

Agents on the road cannot wait to get back to the office. Mobile first CRM wins.

Desktop Only Access

Cannot log calls between meetings.

No Mobile SMS

Agents use personal phones.

No Mobile Pipeline

Cannot update deal status on the go.

THE MOBILE PLAYBOOK

The Mobile Playbook

01

Mobile Pipeline View

See deals, next steps on phone.

02

Mobile SMS

Text clients from CRM number.

03

Mobile Call Logging

Calls log auto from phone.

04

Mobile Booking

Share booking link from phone.

05

Mobile Notes

Voice to text notes.

06

Mobile Alerts

New lead alerts to phone.

WHO THIS FITS

Who This Helps

Field Agents

Driving between meetings.

Commercial P And C

Client visits heavy.

Solo Producers

On the road.

Sales Managers

Coaching remote producers.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Mobile app, SMS, call logging, booking.

  • Core CRM
  • Mobile app
  • Mobile SMS
  • Mobile call logging
  • Mobile booking
SEE PACKAGES

Work From Anywhere.

Book a 20 minute demo. We will walk through the mobile app.