Your book of business,
finally in one place
Alara PRO is a CRM built for how a life agent actually works. Free with any website plan. $79/month on its own.
Most CRMs are sales CRMs with
the word “insurance” in the header
They track deals. You don't have deals — you have policies, and policies behave differently. They renew. They lapse. They pay you for years, and they stop paying you the month a client drifts.
A pipeline that ends at “Closed Won” is useless to you
Built around a book, not a funnel
Book of business management
Every client, every policy, every carrier, every face amount, every issue date and every renewal in one view. Filter by carrier, by product, by state, by issue year, by anything.
Client retention
Lapse-risk flags before the policy lapses. Automatic birthday and policy-anniversary touches. Renewal reminders early enough to matter. A list, every morning, of who’s most likely to leave.
AI assistant
Every morning it tells you who to call and why: three policies lapse in 11 days, two clients had a birthday, one AEP follow-up is 60 days out — in that order. Not a chatbot. A prioritized daily list.
Revenue tracking
Commission by carrier, by product, by month. Advance versus as-earned. Chargeback tracking. Persistency by carrier and by month issued.
Task and activity tracking
Calls, texts, emails, appointments — logged against the client automatically when they come through Alara systems.
Built to connect
Feeds directly from your Alara website forms, the ADX dialer, and your live transfers. A transfer lands and the record is already open on your screen with the consent certificate attached.