Leads go cold
Slow responses, scattered inboxes and missed call-backs allow potential clients to slip away.
ALEVA TECH / THE AGENCY OPERATING SYSTEM
Build the agency of tomorrow. Automate the work of today.
We help insurance agencies turn disconnected processes into one intelligent growth engine. Capture leads, start conversations, automate follow-up and give your team a system built to scale.
Purpose-built for insurance agencies Automation-first workflows Human-led sales
One connected operation. Leads, conversations, appointments, pipelines and reporting in one place.
The growth bottleneck
You're probably sitting on opportunities you've already paid for.
More leads don't fix an inconsistent process. A better system makes every lead, every follow-up and every conversation count.
Follow-up stops too soon
Most teams depend on someone remembering to text or call again. Your process shouldn't.
Growth gets messy
As agents and lead sources multiply, visibility disappears without clear stages and automation.
The Aleva approach
We build the infrastructure. You build the business.
Not another piece of software to figure out. An operating system for your agency, aligned with the way your team actually sells.
Automate the next step
Follow up while your agents focus on selling.
From the moment a lead enters your CRM, your system can trigger a structured outreach sequence, track responses and keep the next action moving.
- New lead workflows
- SMS and email sequences
- Appointment reminders
- No-answer and no-show follow-up
How we work
From scattered processes to a system that scales.
A focused implementation path, whether you want a ready-to-use insurance setup or a system designed around your own operation.
01 / DISCOVER
Audit your process
We look at lead sources, response gaps, sales stages and repetitive tasks.
02 / DESIGN
Map the system
Choose the right plan and define the workflows, pipelines and handoffs you need.
03 / DEPLOY
Implement & connect
Get your CRM organized, sequences installed and team ready to start using it.
04 / OPTIMIZE
Improve your process
Use pipeline data and team feedback to identify what to refine next.
Choose your infrastructure
Start with the system your agency needs.
From branded CRM access to complete automation and fully custom implementation.
ALEVA CORE
CRM only. You run it your way.
$99 / month
$0 setup fee
- Aleva Tech branded CRM
- Contact and lead management
- Unlimited lead storage
- Basic sales pipeline
- Calendar and appointment booking
- SMS and email capability*
- Dedicated business number*
- Task management and mobile access
- Basic reporting; lead import/export
- Community support
MOST POPULAR
ALEVA PRO
CRM + ready-to-use insurance automation
$349 / month
$750 setup fee
- Everything in Aleva Core
- Our insurance sales pipeline
- Automated new-lead follow-up
- No-answer sequences
- Conversation-based follow-up
- Next-day, weekly & monthly follow-ups
- Old-lead reactivation campaigns
- Appointment reminders and no-show follow-up
- Automated SMS and email drips*
- Lead status automations
- Prebuilt templates and scripts
- Onboarding, setup and standard support
ALEVA CUSTOM
Fully customized to your business
$499 / month
Setup starts at $2,500
- Everything in Aleva Pro
- Your branding, colors and domain
- Custom sales pipeline and lead stages
- Custom workflows and automations
- Personalized SMS and email sequences
- Follow-up timing built around your process
- Custom appointment and no-show flows
- Custom lead reactivation campaigns
- Advanced reporting setup
- Target 3–5 business-day implementation**
- Dedicated onboarding and support
- Revisions within agreed scope
* Phone, messaging, email, AI and other usage charges may apply depending on setup and provider. ** Timeline depends on approved scope and required integrations. AI capabilities are scoped during onboarding.
Questions, answered
The details before you get started.
Is Aleva Tech only for insurance agencies?
Core and Pro are positioned for insurance businesses. Custom may be adapted for other businesses after a consultation and scope review.
What's the difference between Core and Pro?
Core provides branded CRM access and essential tools. Pro adds our prebuilt insurance pipelines, automated follow-up, reactivation campaigns and implementation support.
Can you build around our current sales process?
Yes. Aleva Custom includes a discovery and scoping phase for your branding, pipelines, workflows, reporting and handoffs.
Does the monthly price cover SMS, email and AI usage?
Usage-based messaging, phone, email, AI and applicable third-party costs may be billed separately. Exact charges should be confirmed before activation.
Will an AI agent replace my sales team?
The goal is to support your team, not replace it. Automation and AI-assisted conversations can handle routine interactions and route interested leads to a person when needed. Configure consent and compliance requirements for your campaigns.