Most insurance CRMs lock you into a 12 or 24 month term, charge a 5 figure setup fee, and bury cancel clauses in fine print. ALE is month to month. 30 day money back. Your data stays yours.
The enterprise insurance CRM playbook has not changed in 15 years. Big implementation fees, long contracts, painful exits. If you are a solo or 2 person shop, you should never sign anything that takes longer to cancel than it took to sign up.
12 to 24 month terms are industry standard. You are locked in even if the product breaks or you outgrow it.
Salesforce Financial Services Cloud, AgencyBloc, and HubSpot all charge implementation fees in the $5,000 to $25,000 range.
Some CRMs charge extra to export your book of business when you leave. That is a ransom, not a contract.
No annual contract required. Pay monthly, cancel with 30 day notice. No penalty, no legal letter, just an email.
Onboarding is included. We build your pipeline, import your book, and wire up automations in 7 to 14 days at no extra cost.
If ALE is not working in your first 30 days, email us. Full refund, no questions, no exit interview required.
Your contacts, pipeline, tags, and automation history are yours. Full CSV export on demand, any time, no fee.
Solo operators pay for one seat. No forced 5 user minimums. Add seats only when you hire.
Pricing is on the site. No custom quotes, no sales shaming, no hidden add ons after sign up.
You want to try a CRM without betting the year on it. Month to month lets you validate ROI before committing.
You do not know your production run rate in year one. Locking into a 24 month contract is premature.
Small agencies need flexibility. Your head count might go from 2 to 4 to 2 again. Month to month tracks reality.
Your book runs hot October to March, slow April to September. Month to month lets you scale seats with AEP.
Core CRM, SMS, automation, review generation. No setup fee, 30 day money back, cancel any time with 30 day notice.
Add AI receptionist and carrier rater integrations. Same month to month terms. Graduate down to Launch if your needs shrink.
Book a 20 minute demo. Test drive ALE risk free. Keep it if it works, walk away if it does not.