NEW AGENTS

The CRM For Your First 12 Months In Insurance.

Year one in insurance is brutal. 80 percent of new agents are out in 18 months. ALE gives you the follow up discipline, speed to lead, and pipeline tracking that separates the 20 percent who make it.

THE YEAR ONE MATH

The Year One Math

New agents lose deals because they are new, not because they are bad. You forget to follow up. You call leads 3 hours late. You do not have a pipeline. ALE fixes the operational gaps so your production reflects your effort.

No Follow Up Discipline

You have 40 warm leads in a notebook and no system. 70 percent of them will never hear from you again. That is 28 lost policies.

Slow Response Kills Close Rate

Calling a web lead 1 hour later drops your close rate by 10x. Most new agents respond in 3 to 24 hours.

No Pipeline Visibility

You cannot tell your manager or MGA how many deals are in quoting, pending, or bound. You fly blind and get replaced.

WHAT A NEW AGENT NEEDS

What A New Agent Needs

01

Every Lead Captured

Web forms, phone calls, Facebook leads, referral texts, all in one pipeline. Nothing in a notebook, nothing forgotten.

02

Speed To Lead Under 5 Min

SMS fires in 60 seconds, missed calls get auto text back, after hours leads get a nurture sequence until you call.

03

Daily Task List

Every morning you open ALE and see who to call, who to follow up, and who needs a renewal quote. No guessing.

04

Quote Pipeline

Leads move through New, Contacted, Quoted, Pending, Bound. Your manager sees it, your MGA sees it, you never lose a deal to memory.

05

Referral Ask Automation

After every bind and every claim, an auto text asks for a referral. New agents who ask get 2 to 3 referrals per month from day one.

06

Compliance Training Baked In

TCPA opt in language, DNC scrubbing, and SOA tracking built in. You learn the right habits now so you do not get fined later.

WHO THIS FITS

Built For Rookies

First Year P&C Agent

Just left training at a cluster or MGA. Need pipeline, follow up, and renewal tracking to hit your production quota.

First AEP Medicare Agent

October to December is do or die. Need dialer, SOA tracking, and T65 nurture cadence that works for a solo rookie.

Career Changer

Came from another industry, no insurance network. You are building from zero and need the system to carry discipline for you.

Captive New Hire

State Farm or Allstate trainee using their system, but you want your own pipeline and referral engine that travels with you.

PACKAGE FIT

Start Lean, Grow Into It

Launch: $497 per month

Perfect for year one. Core CRM, SMS, missed call text back, review generation. Everything you need, nothing you do not.

  • Core CRM with pipeline
  • SMS and email automation
  • Missed call text back
  • Review generation
  • Lead capture forms
SEE PACKAGES

Survive Year One. Build Year Two.

Book a 20 minute demo. We will walk through a rookie pipeline, daily task list, and how Launch runs your first 100 policies.