You have a producer and a service rep, or you run the agency with your partner. You are too small for Salesforce, too big for a spreadsheet. ALE gives you a shared pipeline without enterprise overhead.
2 person agencies have the hardest CRM decision. You need shared visibility, role based tasks, and renewal workflows, but you cannot afford a $25,000 implementation or a 24 month contract. Most 2 person shops run on sticky notes plus email plus memory.
Lead comes in, both of you think the other called. Lead churns to a competitor by the time you figure it out.
Producer thinks service rep is quoting. Service rep thinks producer owns renewal. Renewal goes to market unquoted.
Client bound last week. Neither of you sent the review ask. Google rank stalls out at 12 reviews forever.
Both of you see every new lead, every stage, every task. No more guessing who is on which deal.
Every lead gets assigned to producer or service rep at intake. Round robin or skill based routing, your call.
Producer gets quote task, service rep gets document request, both automated. No manual handoffs.
X date triggers quote request to producer, service rep gets pending policy doc task. Everyone knows what to do.
Whoever bound the client gets the review ask task automatically 7 days post bind. One owner, one ask, no double texts.
Both of you open the dashboard at 8 AM. See who owes what, who is blocked, what is at risk. 5 minute standup, done.
One writes, one services. Shared pipeline replaces the kitchen table conversations and the wall calendar.
You write and they service. Role based automation keeps the lanes clean without micromanagement.
Both of you write. Round robin leads, shared renewal responsibility, clean splits at the end of the month.
Solo agent about to hire your first service rep. Get the shared pipeline built now so onboarding takes days not months.
Covers both seats on Launch. Core CRM, SMS, automation, review generation. No per user surcharge under 2 seats.
Covers both seats on Build. AI receptionist, carrier raters, advanced automation. Graduates with you as you hire seat 3.
Book a 20 minute demo. We will walk through role based routing, shared renewal pipeline, and the 2 seat workflow.