Alara PRO/4-Tier CRM Suite
HQ Overview Desk →AuctionsInventoryUsersBilling
Pillar 1 · Included Free with all Website Packages ($297/mo+)

Book of Business CRM

Manage active client policies, renewal calendar, carrier commissions, and automated cross-sell triggers.

Active Client Policies
284 Policies
98.2% Persistency Rate
Annual Premium in Force
$348,200
▲ +$18,400 this quarter
Upcoming Renewals (30d)
14 Clients
Auto-reminder SMS queued
Cross-Sell Opportunities
29 Matches
Term-to-Perm & Annuity
Client Name & PhoneCarrierProduct / CoverageAnnual PremiumEffective DateStatusAction
Arthur Pendelton
(404) 555-0182
Mutual of OmahaFinal Expense ($20,000)$1,420/yrOct 14, 2024Active Policy
Beatrice Miller
(214) 555-0199
Foresters FinancialPlanRight FE ($15,000)$1,180/yrJan 22, 2025Active Policy
Charles Montgomery
(704) 555-0144
TransamericaTrendsetter Term ($250k)$980/yrMay 08, 2025Active Policy
Diana Ross
(305) 555-0131
AmericoEagle Premier ($12,000)$890/yrAug 19, 2026Active Policy