MEDICAL PRACTICE

CRM For Medical Practice Insurance Agents.

Medical practices need professional liability, GL, cyber, EPLI. ALE tracks every submission and renewal.

MEDICAL INSURANCE IS HIGH STAKES

Medical Insurance Is High Stakes

Professional liability claims are catastrophic. Coverage errors end practices. Documentation matters.

Professional Liability Complexity

State by state rules.

Cyber Risk Growing

HIPAA breaches drive cyber claims.

EPLI Exposure

Employment disputes common.

THE MEDICAL PRACTICE PLAYBOOK

The Medical Practice Playbook

01

Multi Line Pipeline

All lines tracked per practice.

02

Professional Liability Submissions

State specific tracking.

03

Cyber Risk Assessment

Annual cyber review.

04

Renewal Shop Defense

Renewal reminders.

05

E And O Documentation

Coverage recommendations logged.

06

Annual Review

Practice growth driven review.

WHO THIS FITS

Who This Helps

Medical Focused Agents

Physicians, dentists, chiros.

Commercial P And C

Multi line medical books.

Growth Stage Agencies

Scaling medical.

Specialty Brokers

Hard to place medical.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, submission tracking, E and O docs.

  • Core CRM
  • Multi line pipeline
  • Submission tracking
  • E and O documentation
  • Carrier email retention
SEE PACKAGES

Automate Medical Insurance.

Book a 20 minute demo. We will walk through the medical pipeline.