WISCONSIN

CRM For Wisconsin Insurance Agents.

Wisconsin agents face winter storm claims, summer hail, and OCI oversight. ALE automates the outreach.

WISCONSIN BROKER REALITY

Wisconsin Broker Reality

Winter storm claims, summer hail, OCI oversight. Manual follow up fails.

Winter Storm Claims

Ice dams, frozen pipes, auto collisions.

Summer Hail

Central WI hail drives claims.

WI OCI Oversight

Audit trails required.

THE WISCONSIN PLAYBOOK

The Wisconsin Playbook

01

Speed To Lead

Wisconsin leads get SMS in 60 seconds.

02

Winter Storm Prep

November 1 triggers winter prep SMS.

03

Hail Claim Workflow

Post hail event batch FNOL opens.

04

Renewal Shop Defense

60, 30, 14 day renewal reminders.

05

Review Generation

Day 7 post bind Google review ask.

06

OCI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Milwaukee Personal Lines

Metro auto and home.

Madison Mixed

Government and academic clients.

Green Bay And Appleton

Regional markets.

WI Medicare And Life

AEP rush, multi line.

PACKAGE FIT

Wisconsin Packages

Launch: $497 per month

Speed to lead, winter prep, hail workflow, OCI logs.

  • Core CRM
  • Winter storm prep
  • Hail claim workflow
  • Missed call text back
  • OCI ready logging
SEE PACKAGES

Wisconsin Brokers, Automate The Seasons.

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