TEXAS AGENTS

The CRM For Texas Insurance Agents.

Texas runs on hail claims, TWIA windpool placement, and a two language market. ALE ships with TDI compliance, hail retention workflows, bilingual SMS, and TREC referral automation built for Texas producers.

TEXAS INSURANCE REALITY

Texas Insurance Reality

Texas has the highest storm claim volume in the country and the biggest non standard placement market. If you are not running a hail retention workflow and a windpool tracker, you are losing policies every storm season.

Hail Claim Churn

Hail belts from DFW to San Antonio see 3 to 5 hail events a year. Claims drive non renewal. Without retention, book churns fast.

TWIA Windpool Chaos

Coastal counties need TWIA placement. Deadlines, inspections, and declaration forms get lost without pipeline automation.

Bilingual Client Base

35 percent Spanish speaking market. Without bilingual SMS and email templates, half the follow ups miss.

TEXAS AUTOMATION STACK

Texas Automation Stack

01

Hail Claim Retention

Claim opens, 7 day check in, 30 day retention touch, contractor referral offer. Cancels prevented.

02

TWIA Windpool Tracker

Coastal policies tracked for TWIA eligibility, declaration deadlines, wind mit inspection reminders.

03

Bilingual SMS And Email

Spanish and English templates for every automated touch. Client language stored in record and auto detected.

04

TDI Compliance

Texas Department of Insurance complaint handling, producer licensing tracker, continuing education reminders.

05

TREC Real Estate Referral

Realtor referral partners tracked. Home purchase trigger fires auto bundle quote with realtor branded touchpoint.

06

Non Standard Auto Placement

SR 22 filing deadline tracker, non standard carrier routing, payment automation for monthly pay markets.

WHO THIS FITS

Built For Texas Verticals

DFW Personal Lines Agent

Hail belt, heavy auto and home. Needs hail retention, bundle cross sell, and rate shop automation.

Coastal TWIA Agent

Corpus, Galveston, Rockport. Needs TWIA tracker, hurricane deductible flags, wind mit inspection automation.

Houston Commercial Producer

Oil and gas, energy, trucking. Needs COI, RFP, and audit workflow with Texas specific rules.

San Antonio Bilingual Agent

50 percent Spanish book. Needs bilingual automation and culturally tuned templates.

PACKAGE FIT

Texas Package Fit

Launch: $497 per month

TDI compliance, hail retention, bilingual SMS, SMS and email automation, review generation.

  • TDI compliance
  • Hail claim retention
  • Bilingual SMS and email
  • Review generation
  • Lead capture forms
SEE PACKAGES

Texas Agents, Texas Workflow.

Book a 20 minute demo. We will walk through hail retention, TWIA workflow, and bilingual automation.