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What is Indio?

Revolutionize the typically intricate insurance application process by adopting a seamless approach akin to TurboTax. Indio transforms the insurance application experience into an efficient, cooperative, and user-friendly journey that saves valuable time and reduces costs for both you and your clients, all while minimizing the potential for errors and omissions. Eliminate the burden of confusing PDF forms and spreadsheets that hinder the application process; instead, unify data collection for applications and renewals, creating advantages for your team and your clients alike. This method not only eradicates redundant data collection but also ensures the accuracy and reliability of the information collected. By embracing this innovative system, you ultimately create a more streamlined experience that enhances satisfaction for all parties involved, fostering stronger relationships and smoother transactions.

What is Arlo CRM?

ARLO CRM is a cloud-based management platform specifically designed for independent property and casualty insurance agents, brokers, and agencies across the United States. This comprehensive solution effectively organizes client, household, and business information, including policies, renewals, and E&O diary tasks. Agents can easily create ACORD applications utilizing pre-existing client information or uploaded declarations, while also being able to issue certificates of insurance and craft tailored proposals that clients can accept online. The system efficiently accommodates both personal and commercial lines workflows, providing features such as an integrated quote desk, links for binding and payments, as well as commission tracking and the reconciliation of carrier statements. An added bonus is the optional Market Access feature, which enables newly licensed agents without carrier appointments to quote and underwrite coverage through participating carriers, all while retaining ownership of their client portfolios. The pricing model is user-friendly, offering flat monthly fees for agencies, with the option to increase the number of users for an additional monthly cost. Ultimately, ARLO CRM significantly boosts the operational efficiency of insurance professionals, streamlining their management of client relationships and administrative responsibilities. This level of integration and support creates a more cohesive workflow for agents, allowing them to focus on serving their clients effectively.

Media

Media

Integrations Supported

Clarity Wave
Salesforce

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$99/month
Solo costs $99/month for one user, Agent costs $199/month for up to three users, and Agency costs $299/month for up to 10 users. Additional seats cost $39/month. Market Access plans start at $99/month. There is no setup fee or contract.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Indio Technologies

Date Founded

2016

Company Location

United States

Company Website

www.useindio.com

Company Facts

Organization Name

ARLO CRM

Date Founded

2025

Company Location

United States

Company Website

arlocrm.com

Categories and Features

Insurance Agency Management

Contact Management
Document Management

Categories and Features

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