A CRM and website for insurance agencies that follow up on every quote and keep X-dates on schedule.
Insurance shoppers request quotes from several agents and often go with whoever responds first and follows through. Alcreo replies to new quote requests within a minute, follows up on sent quotes until they're bound or lost, and starts renewal and X-date outreach ahead of time. Your agency management system stays your system of record.
Most agencies don't have a lead problem. They have a follow-up problem.
Quote requests come in, but the steps after them depend on someone remembering. These are the common gaps:
Slow first response
A quote request comes in during a client meeting or after hours. By the next morning, the shopper may have talked to two other agencies.
Quotes that go quiet
The quote goes out by email and nobody owns the next step. Without a reminder, "let me think about it" can turn into a lost policy.
X-dates on sticky notes
A prospect says their policy renews in March. That date lives in someone's memory, and March comes and goes.
Single-line households
Clients with only auto or only home are easier to lose. Rounding out the account rarely happens because nobody has time to ask.
Too few reviews
Happy clients rarely leave a review on their own, so prospects searching for an agent near them see very little about yours.
Tools that don't talk
A website builder, a texting app, a calendar link and a spreadsheet. Every handoff between them is a place where a lead can slip.
Lead capture, follow-up and retention for an insurance agency
These are the pieces most agencies use first. We set them up around the lines you write and show your team how to adjust them.
A website that asks the right questions
Separate pages and quote forms for auto, home, renters, life and commercial lines, so requests arrive with the details you need.
Quick replies, day or night
New requests get a text and email within a minute confirming you received them and offering a time to talk. Your team gets an alert.
A quote pipeline you can see
Every opportunity moves through clear stages, from new lead to quoted to bound, with the owner and next step on each card.
Quote follow-up that keeps going
Sent quotes start a short sequence of texts, emails and call tasks. It stops when the client replies, books a call or you mark the deal won or lost.
Renewal and X-date reminders
Save the date on the contact and outreach starts ahead of it, with tasks for your team, so you re-quote on your schedule.
Cross-sell and account rounding
Campaigns to auto-only or home-only clients about bundling, umbrella or life coverage, sent at a personal pace.
Review requests
After a policy is bound or a claim is handled well, clients get a request with a direct link to your Google profile.
Missed-call text back
When you can't pick up, the caller gets a text so the conversation continues instead of moving to the next agency.
An after-hours assistant
An AI assistant can answer common questions, collect quote details and book a call with your team when the office is closed.
From an 8:47 PM quote request to a bound policy
Your office is closed, and two other agencies got the same request. Here's how the next few days could go.
Lost quotes move to a long-term list with their X-date, so they come back up at renewal time.
This is an illustration of how the system can work, not a specific customer's results.
- 8:47 PMRequest arrivesThe auto quote form captures two drivers, the current carrier and the renewal month.
- 8:48 PMReply sentThe shopper gets a text and email from your agency with a link to pick a call time. Your producer gets an alert.
- 9:03 PMCall bookedThe shopper picks 9:30 tomorrow, and reminders are scheduled.
- Day 1Quote sentYour producer quotes in your rater, sends it and moves the card to Quote sent. Follow-up starts.
- Day 3Check-inA short text checks in and offers to answer questions. A call task lands on the producer's list.
- Day 5BoundThe client signs. A welcome message goes out, and a review request follows a few days later.
Set up for the lines you write
Every agency's mix is different. We set up forms, pipelines and messages around personal lines, commercial lines and life.
Personal lines
Price-sensitive shoppers who compare several quotes.
- Auto, home, renters and umbrella quote forms
- Quick replies and same-day call booking
- Bundle and umbrella cross-sell campaigns
- 6- and 12-month renewal reminders
Commercial lines
Longer sales cycles with more information to collect.
- Detailed intake forms by business type
- Document upload for loss runs and declarations
- A separate pipeline with longer follow-up timing
- X-date tracking for every prospect
Life and benefits
Relationship-driven conversations that start with education.
- Consultation booking with reminders
- Educational email series for new leads
- Life-event check-ins for existing clients
- Referral requests after a policy is placed
Keep your AMS. Add the part it doesn't do well.
Your agency management system manages policies, carriers, endorsements and commissions, and it should stay your system of record. Alcreo doesn't replace it.
What most AMS platforms don't do well is the work before a policy exists and between renewals: capturing web leads, replying quickly, texting from a business number, following up on open quotes, collecting reviews and running simple campaigns.
During setup we import your contacts and prospects, including X-dates if you have them. Many agencies use Alcreo for the front of the funnel and enter bound policies into the AMS as they do today.
Is Alcreo a good fit for your agency?
It's built for independent agencies, from solo agents to teams with several producers.
A good fit if
- Quote requests don't always get a fast reply
- Sent quotes often go quiet without follow-up
- X-dates and renewals are tracked by memory or spreadsheet
- You'd like more reviews and a better website
Probably not the right tool if
- You need an agency management system or comparative rater
- You're a captive agent required to use carrier systems
- You want to cold-text purchased lead lists
Built to help you follow the rules for texting leads
Texting is often the fastest way to reach a shopper, and it comes with rules. The guardrails are built in from the start.
Consent on every form
Quote forms include clear, unchecked texting consent with links to your privacy policy and terms.
Opt-outs honored automatically
STOP replies are honored right away and the contact is marked do-not-text. HELP replies get your contact information.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your agency website could look like
A clean, fast site that makes it clear what you write and how to get a quote.
Each line of business gets its own page, which helps you show up for searches like "home insurance agent in [your city]" and "independent insurance agency near me." Carrier logos you're appointed with, team bios and real reviews help shoppers choose you.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your agency works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for insurance agencies
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page agency website with quote forms by line
- ✓CRM, quote pipeline and follow-up
- ✓Quick lead replies, texting, email and booking
- ✓Renewal reminders, cross-sell and review requests
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with line-of-business and city pages
- ✓X-date, renewal and cross-sell campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
For an insurance agency, AI is useful for first replies after hours, collecting quote details and drafting follow-ups. It doesn't give coverage advice or quote prices, and we set it up to hand those conversations to a licensed agent.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a quote is sent, text on day 2, email on day 4 and create a call task on day 6 unless the client replies" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from agency owners
Don't see yours? Book a 15-minute call and ask us directly.
Does Alcreo replace my agency management system?+
No. Your AMS stays your system of record for policies and commissions. Alcreo handles lead capture, follow-up, texting, reviews and marketing around it.
How quickly do new quote requests get a reply?+
Within about a minute. New requests get a text and email with a link to book a call, and your team is alerted.
How do X-date reminders work?+
Save the X-date or renewal date on the contact, and outreach and tasks start on the schedule you choose ahead of it.
Can I set up different forms for each line?+
Yes. Auto, home, renters, life and commercial lines can each have their own page, form and pipeline.
Can it handle Medicare or other regulated lines?+
We build to the requirements you give us. Your agency stays responsible for reviewing messages for regulated lines and states.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Automations · Business texting · Missed-call text back · Compliance · Websites
Reply sooner, follow up longer and keep every renewal on schedule.
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