SEATTLE

CRM For Seattle Insurance Agents.

Seattle agents deal with tech professional clients, wildfire exposure, and earthquake risk. ALE automates the work around.

SEATTLE BROKER REALITY

Seattle Broker Reality

High income tech clients, wildfire exposure, and earthquake risk. Manual follow up does not meet client expectations.

Tech Professional Clients

Expect polished digital service.

Wildfire And Earthquake

Specialty coverage education required.

WA OIC Oversight

Audit trails required.

THE SEATTLE PLAYBOOK

The Seattle Playbook

01

Speed To Lead

Seattle leads get SMS in 60 seconds.

02

Earthquake Education Drip

Annual earthquake coverage review SMS.

03

Wildfire Prep Campaign

Annual wildfire prep SMS.

04

Renewal Shop Defense

60, 30, 14 day renewal reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

OIC Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Seattle Personal Lines

Urban auto and home.

Eastside High Net Worth

Bellevue, Redmond, Kirkland.

South Sound Growth

Tacoma and Olympia markets.

Seattle Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Seattle Packages

Launch: $497 per month

Speed to lead, earthquake and wildfire education, OIC logs.

  • Core CRM
  • Earthquake education drip
  • Wildfire prep campaigns
  • Missed call text back
  • OIC ready logging
SEE PACKAGES

Seattle Brokers, Ship PNW Grade Automation.

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