NONPROFIT INSURANCE

CRM For Nonprofit Insurance Agents.

Nonprofits need D and O, GL, professional liability, events, volunteers. ALE tracks submissions and renewals.

NONPROFIT INSURANCE IS SPECIALIZED

Nonprofit Insurance Is Specialized

Board D and O exposure, volunteer coverage, event insurance. Standard commercial CRMs miss the mark.

D And O For Boards

Board member protection complex.

Volunteer Coverage

Volunteer work comp varies.

Event Insurance

One time event policies frequent.

THE NONPROFIT PLAYBOOK

The Nonprofit Playbook

01

Multi Line Pipeline

D and O, GL, PL, events.

02

Event Policy Workflow

One time event tracking.

03

Board Member Tracking

D and O coverage per board.

04

Renewal Shop Defense

Renewal reminders.

05

Grant Application Support

Insurance docs for grants.

06

Annual Review

Growth driven coverage review.

WHO THIS FITS

Who This Helps

Nonprofit Focused Agents

Charities, foundations, associations.

Commercial P And C

Multi line nonprofit books.

Growth Stage Agencies

Scaling nonprofit.

Specialty Brokers

Hard to place nonprofit.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Multi line pipeline, event workflow, renewal defense.

  • Core CRM
  • Multi line pipeline
  • Event policy workflow
  • Renewal defense
  • Board member tracking
SEE PACKAGES

Automate Nonprofit Insurance.

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