TAMPA

CRM For Tampa Insurance Agents.

Tampa agents face hurricanes, Citizens takeouts, and AOB fraud. ALE automates the retention fight.

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TAMPA BROKER REALITY

Tampa Broker Reality

Hurricane season, retiree influx, AOB fraud. Manual follow up fails.

Hurricane Season Claims

Gulf Coast exposure.

Citizens Takeout Offers

Monthly offers hit clients.

AOB Fraud

Roofing scams drive loss ratios.

THE TAMPA PLAYBOOK

The Tampa Playbook

01

Hurricane Prep Campaign

June 1 triggers hurricane prep SMS.

02

Takeout Defense

Counter comparison for Citizens offers.

03

AOB Education Drip

Monthly AOB risk education SMS.

04

Speed To Lead

Tampa leads get SMS in 60 seconds.

05

Review Generation

Day 7 post bind Google review ask.

06

DFS Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Tampa Personal Lines

Hurricane exposed.

St Petersburg Retiree

Medicare and life heavy.

Clearwater Mixed

Personal and commercial.

Tampa Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Tampa Packages

Launch: $497 per month

Speed to lead, hurricane prep, takeout defense, AOB education.

  • Core CRM
  • Hurricane prep
  • Takeout defense
  • AOB education
  • DFS 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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Tampa Brokers, Retain The Book.

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

BOOK DEMO CALL (516) 780-1385