PORTLAND

CRM For Portland Insurance Agents.

Portland agents deal with wildfire exposure, tech professionals, and urban commuters. ALE automates the outreach.

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PORTLAND BROKER REALITY

Portland Broker Reality

Wildfire exposure, tech professional clients, urban commuter lifestyle. Manual follow up fails.

Wildfire Non Renewals

Carriers pull home lines.

Tech Professional Clients

Digital first expectations.

Urban Commuter Clients

Bike, walk, transit clients.

THE PORTLAND PLAYBOOK

The Portland Playbook

01

Speed To Lead

Portland leads get SMS in 60 seconds.

02

Non Renewal Rescue

Carrier drops, SMS rescue fires.

03

Wildfire Prep Campaign

Annual wildfire prep SMS.

04

Renewal Shop Defense

60, 30, 14 day reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

DCBS Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Portland Personal Lines

Urban auto and renters.

Westside Suburbs

Beaverton, Lake Oswego.

Portland Commercial

Tech, hospitality.

Portland Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Portland Packages

Launch: $497 per month

Speed to lead, non renewal rescue, wildfire prep, DCBS logs.

  • Core CRM
  • Non renewal rescue
  • Wildfire prep
  • Missed call text back
  • DCBS ready logging
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Build: $897 per month

Adds AI receptionist, carrier rater integrations, cross sell drips.

  • Everything in Launch
  • AI phone receptionist
  • Carrier rater integrations
  • Multi line cross sell
  • Custom reporting
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Portland Brokers, Rescue And Retain.

Book a 20 minute demo. We will show you the Portland pipeline.

BOOK DEMO CALL (516) 780-1385