Your One-Stop Insurance Agency Solution

A platform that offers a comprehensive solution for managing emails follow-ups, two-way texting, lead pipelines, social media planning, and much more, all within a single location.

Alpha agents enjoy time saving automation, cutting-edge mobile apps, flexible contracts, world class customer support, and with new innovative features added every month are confident that they're always one step ahead of the competition.

Easy Setup

Streamlined Layout

Advanced Analytics

What the Alpha Automated Agent Platform Can Do

Sales Automation

Build lead nurturing workflows that send text messages, emails and marketing that work to convert leads automatically.

Marketing Automation

No need for a separate email marketing software. Send auto responders, drip marketing, mass emails & SMS campaigns.

Advanced Booking System

Full booking system including abilities like round-robin, team calendars, SMS and email appointment reminders.

Communicate With Leads

Keep track of conversations whether they happen via SMS email, phone calls, or with social media such as Facebook / Instagram / Google My Business.

Stay Organized

Every Lead & Client has its own history, chat logs, reminders & tasks, notes, information, and file storage.

Build Forms & Landing Pages

Use our drag-and-drop form and funnel builders to create landing pages to convert traffic to leads. Build emails, websites, surveys, and more!

Agent Websites

Sleek and intelligent design that attracts and captures more leads.

Smart CRM

AI-Powered to maximize efficiency and keep you in front of your clients.

Social Media Marketing

Automatically generate posts from Facebook, LinkedIN, Instagram, Twitter, & many more.

Will this help me manage my Leads?

With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy

Can it manage my schedule?

The major step for many business is to capture appointments and request appointments. We have a calendar application within GoGuru so you can capture the appointment all in one straightforward flow.

How do I communicate with my clients?

Our full featured mobile app allows you to communicate with your leads on all devices.

How can I book appointments?

Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.

Can mt team use the platform?

Yes, Alpha Insurance Marketing CRM offers unlimited sub-user accounts with your purchase.

Is the CRM HIPPA compliant?

YES! Alpha Insurance Marketing CRM is 100% HIPAA Compliant.

Here is a short list of the minimum requirements that make our software HIPAA compliant:

• HIPAA Rules: Comply with all aspects of the rules that make up HIPAA; the Privacy Rule, Security Rule, HITECH and the Omnibus Rule.

• Security Safeguards: The administrative, physical and technical safeguards laid out in the Security Rule should be followed.

• Transport Encryption: Any electronic health information (ePHI) must be encrypted before it is shared or disclosed.

• Backup: All ePHI should be backed up in case there is a need to recover or restore the information.

• Authorization: ePHI should be restricted so that it is only accessible to authorized personnel.

• Storage Encryption: In addition to how it is shared, ePHI should also be stored in an encrypted manner.

• Integrity: ePHI should not be available to unauthorized changes or improper destruction.

• Disposal: Once the ePHI is not needed anymore, it should be safely and permanently destroyed.

• Business Associate Agreement: As we have mentioned above, software companies that hold or share PHI must sign business associate agreements with the covered entities that they will be vendors for. Once completed, these agreements should be held on secure servers.

Ready to Accelerate your Business Growth?

Complete the form to schedule a demo and one of our solution specialists will reach out to confirm your appointment.

We’ll make sure you receive -

A personalized tour and guidance from one of our top solutions advisors
Guaranteed lowest price on new subscriptions and add-ons
Instant access to your new Alpha account upon sign-up

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Tell us about your business needs and how AIM can help you grow

855-932-7500

Alpha Insurance Marketing LLC works with the following companies as an independent broker: Aetna Inc., Anthem Inc., Cigna Healthcare, Humana Inc., UnitedHealthcare®, and Wellcare Health Plans, Inc. A non-government entity powered by Alpha Insurance Marketing, LLC, a health insurance agency. We do not offer every plan available in your area. Alpha Insurance Marketing LLC, represents Medicare Advantage [HMO, PPO and PFFS] organizations [and stand-alone PDP prescription drug plans] that have a Medicare contract. Enrollment depends on the plan’s contract renewal. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Medicare Supplement insurance is available to those age 65 and older enrolled in Medicare Parts A and B and, in some states, to those under age 65 eligible for Medicare due to disability or End-Stage Renal disease. The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent/producer or insurance company. Medicare Supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program.