INTEGRATION

Insurance CRM With Google Workspace Integration.

Gmail, Calendar, Drive, and Contacts sync into ALE. Emails log automatically, calendar bookings sync, and policy docs live in Drive with CRM links.

GOOGLE WORKSPACE PLUS CRM SHOULD BE ONE

Google Workspace Plus CRM Should Be One

Producers live in Gmail and Calendar. When the CRM does not sync, producers abandon it.

Email Logging Breaks

Emails send from Gmail, never log to the CRM contact.

Calendar Double Booking

CRM bookings and Google Calendar drift apart.

Policy Docs Scattered

Drive folders and CRM contacts do not link.

THE GOOGLE WORKSPACE INTEGRATION

The Google Workspace Integration

01

Gmail Two Way Sync

Emails sent and received auto log to the contact.

02

Calendar Sync

ALE appointments sync to Google Calendar and back.

03

Drive Doc Links

Policy docs in Drive link to CRM contacts.

04

Google Contacts Sync

CRM contacts sync to Google Contacts.

05

Gmail Templates

Send CRM templates directly from Gmail compose.

06

Meet Booking

Calendar bookings auto generate Google Meet links.

WHO THIS FITS

Who Benefits Most

Gmail Power Users

Producers living in Gmail all day.

Google Workspace Agencies

Entire agency on Workspace.

Remote Agents

Need cloud doc storage and video meetings.

Solo Producers

Keep your Gmail workflow, add CRM.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Google Workspace integration, email and calendar sync.

  • Core CRM
  • Gmail sync
  • Calendar sync
  • Drive doc links
  • Review generation
SEE PACKAGES

Keep Google, Add ALE.

Book a 20 minute demo. We will show you the Google Workspace integration.