MONTANA

CRM For Montana Insurance Agents.

Ranching, wildfire exposure, and growing metros. ALE automates speed to lead, seasonal ag campaigns, and DOI ready logs for MT producers.

MONTANA RANCH AND WILDFIRE MIX

Montana Ranch And Wildfire Mix

Ranching is relationship heavy, wildfire exposure drives non renewals, and metro growth creates new business. Manual tracking fails.

Ranch Seasonal Workflow

Cattle, hay, equine seasonal renewals.

Wildfire Exposure

Western MT wildfire non renewals.

MT DOI Oversight

Montana State Auditor expects logged communications.

THE MONTANA PLAYBOOK

The Montana Playbook

01

Speed To Lead

MT leads get SMS in 60 seconds.

02

Ranch Seasonal Campaigns

Cattle cycle, hay season, branding reminders.

03

Wildfire Prep Campaign

Annual wildfire prep SMS and email.

04

Non Renewal Rescue

Carrier drops, SMS rescue campaign fires.

05

Review Generation

Day 7 post bind Google review ask.

06

DOI Ready Logs

Every communication logged with timestamp.

WHO THIS FITS

Who This Fits

Billings Personal Lines

Urban auto and home.

Bozeman And Missoula Growth

New mover, tech professional.

Rural MT Ranch

Cattle, hay, equine specialty.

MT Medicare and Life

AEP rush, multi line cross sell.

PACKAGE FIT

Montana Agent Packages

Launch: $497 per month

Speed to lead, ranch seasonal campaigns, wildfire prep, DOI ready logs.

  • Core CRM
  • SMS and email
  • Ranch seasonal campaigns
  • Wildfire prep campaigns
  • DOI ready logging
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Montana Agents, Automate The Ranch Book.

Book a 20 minute demo. We will show you the MT agent pipeline and ranch seasonal campaigns.