NEW YORK CITY

CRM For New York City Insurance Agents.

NYC brokers need speed, multi lingual outreach, and DFS ready logs. ALE automates the outreach that NYC agents do not have time for.

NYC IS THE HARDEST INSURANCE MARKET

NYC Is The Hardest Insurance Market

High density, high volume, high expectations, DFS oversight. Manual follow up cannot keep pace.

Speed Expectations

NYC clients expect SMS replies in minutes, not hours.

Multi Lingual Clients

Spanish, Mandarin, Russian sequences drive close rates.

DFS Oversight

Logs, licensure, communication records are audit tested.

THE NYC PLAYBOOK

The NYC Playbook

01

Speed To Lead

NYC leads get SMS in 60 seconds.

02

Multi Lingual Sequences

Spanish, Mandarin, and Russian templates ship ready.

03

DFS Ready Logs

Every communication logged with timestamp.

04

Commercial Submission Pipeline

GL, property, cyber, workers comp submissions tracked.

05

Review Generation

Day 7 post bind Google review ask.

06

Multi Line Cross Sell

Auto buyer drip for home, renters, umbrella, life.

WHO THIS FITS

Who Benefits Most

Manhattan Commercial

GL, cyber, workers comp brokers.

Queens And Brooklyn Personal Lines

High volume renters, auto, home.

Bronx Commercial And Personal

Mixed book, bilingual sequences.

Staten Island Family Agencies

Multi generational relationship books.

PACKAGE FIT

NYC Packages

Launch: $497 per month

Speed to lead, DFS logs, multi lingual templates, review generation.

  • Core CRM
  • Multi lingual templates
  • DFS ready logging
  • Missed call text back
  • Review generation
SEE PACKAGES

NYC Brokers, Ship Borough Grade Automation.

Book a 20 minute demo. We will show you the NYC pipeline and multi lingual sequences.