The 4-Tier CRM Architecture

Not a generic sales CRM.
Four specialized systems built for insurance.

From recruiter onboarding (HR) and daily agency operations (HQ) to individual policyholder management (Book of Business) and multi-agent hierarchy (Agency CRM).

Open 4-Tier CRM Workspace →See pricing & plans
Specialized by Role

The four Alara CRM engines

Each CRM is tailored specifically to a core pillar of building a high-volume insurance agency.

1. FOR HIRING & ONBOARDING

Alara HR CRM

Automates insurance recruiter workflows, candidate applicant tracking, state licensing verification (NPN), and carrier contracting steps.

Core Capabilities:
  • ✓Recruiting funnel & candidate tracking
  • ✓Automated NPN & state license check
  • ✓Carrier contracting & onboarding workflows
  • ✓Background verification tracking
  • ✓Built-in staff document repository
Enterprise / Custom opsGet Started →
2. FOR OPERATIONS & MANAGEMENT

Alara HQ CRM

The central command desk for agency leadership to manage team tasks, call center activity, day-to-day deliverables, and staff production.

Core Capabilities:
  • ✓Day-to-day team task & activity routing
  • ✓Call center desk & dialer queue monitor
  • ✓Live campaign & transfer routing status
  • ✓SLA tracking on client site builds
  • ✓Internal staff timekeeping & performance metrics
Included for Agency OwnersGet Started →
3. FOR PRODUCING AGENTS

Book of Business CRM (Alara PRO)

Policy tracking built for life and final expense producers. Identifies lapse risks, draft NSF returns, policy birthdays, and daily call lists.

Core Capabilities:
  • ✓Policy in-force & face amount tracking
  • ✓Automated lapse-risk alerts (11-day grace warnings)
  • ✓Bank draft return (NSF) rescue queues
  • ✓Renewal & commission MTD reporting
  • ✓AI priority assistant ("Who to call today")
FREE WITH ANY WEBSITE PLAN ($297/mo+)Get Started →
4. FOR AGENCY OWNERS & DOWNLINES

Alara Agency CRM

Complete agency hierarchy management. Assign sub-agent logins, distribute lead sheets, track downline production, and monitor agency-wide revenue.

Core Capabilities:
  • ✓Multi-seat sub-agent hierarchy accounts
  • ✓Lead sheet distribution & shared pools
  • ✓Downline commission & production leaderboard
  • ✓Centralized compliance & TCPA consent archive
  • ✓Includes HR, HQ, and Book of Business suites
Included in Scale & Guarantee plansGet Started →
Zero Cost Add-on

Book of Business CRM included with every website

When you launch a website with Alara on any tier ($297/mo Core, Growth, or Scale), you receive full access to our proprietary Book of Business CRM at zero additional monthly charge.

Lapse Risk Detector

Automatically flags insureds whose 30-day grace period is expiring. One-click SMS/phone outreach to prevent costly commission chargebacks.

NSF Draft Alerts

Instant notification when a premium payment draft fails, queuing the policy for an immediate reschedule before the policy lapses.

Daily Call Priority AI

Every morning, the CRM presents the top 5 high-impact touches (policy anniversaries, rate changes, cross-sell opportunities).