BAY AREA

CRM For Bay Area Insurance Agents.

Bay Area agents deal with wildfire non renewals, earthquake coverage, and tech professional clients. ALE automates the retention fight.

BAY AREA BROKER REALITY

Bay Area Broker Reality

Wildfire non renewals, earthquake risk, high income tech clients. Manual follow up fails.

Wildfire Non Renewals

Carriers pull home lines post fire season.

Earthquake Coverage

Education and cross sell required.

Tech Client Expectations

Digital first service.

THE BAY AREA PLAYBOOK

The Bay Area Playbook

01

Speed To Lead

Bay Area leads get SMS in 60 seconds.

02

Non Renewal Rescue

Carrier drops, SMS rescue fires.

03

Earthquake Education Drip

Annual earthquake coverage review SMS.

04

Renewal Shop Defense

60, 30, 14 day reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

CDI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

SF Urban Personal Lines

Urban auto and renters.

Peninsula High Net Worth

Palo Alto, Atherton, Menlo.

East Bay Mixed

Oakland, Berkeley, Walnut Creek.

Bay Area Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Bay Area Packages

Launch: $497 per month

Speed to lead, non renewal rescue, earthquake drip, CDI logs.

  • Core CRM
  • Non renewal rescue
  • Earthquake education drip
  • Missed call text back
  • CDI ready logging
SEE PACKAGES

Bay Area Brokers, Ship Tech Grade Automation.

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