Most agents track their pipeline in spreadsheets or sticky notes. ALE gives you a visual, automated pipeline that works for personal lines, commercial, and life.
Manual pipeline tracking breaks the moment you hit 50 leads. Deals fall through cracks, renewals get missed, producers lose book value.
Excel pipelines do not trigger SMS or email. Deals go cold unnoticed.
Manual follow up means missed touches. Top producers touch leads 7 to 12 times.
Without a real pipeline, you cannot forecast, cannot coach, cannot grow.
Custom stages for personal, commercial, and life lines. Drag deals through visually.
Every stage change triggers the next best action automatically.
Deals stuck in a stage for 7 or 14 days get flagged automatically.
Track quote date, bind date, close rate by source.
Every policy x date creates a renewal deal 90 days out.
See pipeline value, close rate, and revenue forecast in one dashboard.
Single producer managing 50 to 500 policies, drowning in spreadsheets.
2 to 10 producer shops needing visibility across the team.
Growing agencies ready to replace manual tracking with automation.
Switching carriers, need a single source of truth for the new book.
Visual pipeline, automation, aging alerts, renewal tracking.
Adds AI receptionist, forecast reporting, custom pipeline stages.
Book a 20 minute demo. We will show you the visual pipeline, stage automation, and forecast reporting.