Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    8 Ratings
    Company Website
  • CredentialingSpectrum Reviews & Ratings
    5 Ratings
    Company Website
  • RunMyJobs by Redwood Reviews & Ratings
    424 Ratings
    Company Website
  • iTacit Reviews & Ratings
    46 Ratings
    Company Website
  • Emtrain Reviews & Ratings
    53 Ratings
    Company Website
  • Muzaic Reviews & Ratings
    2 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • ActiveBatch Workload Automation Reviews & Ratings
    383 Ratings
    Company Website

What is Insure Assist AI?

Insure Assist AI is tailored to support independent commercial insurance agencies in the efficient management of policy documentation and the swift issuance of certificates of insurance. The operations team, powered by AI, thoroughly reviews commercial policy packets, which consist of declarations, schedules, and endorsements, to identify coverage limits, gaps, and exclusions by consulting the necessary carrier PDF pages. Moreover, the platform streamlines the creation of ACORD 25 and ACORD 28 certificates, facilitates the extraction of endorsements, and keeps track of certificate holders, offering the added advantage of direct email delivery via Microsoft 365 or Google Workspace accounts. A broker-managed client portal, which is user-friendly, allows commercial insureds and contractors to conveniently request or download approved certificates directly from their smartphones. Agencies can optimize this system for a range of tasks such as policy intake, coverage evaluations, certificate workflows, and enabling clients to enjoy self-service capabilities, which ultimately boosts operational efficiency. By simplifying the insurance process, this all-encompassing solution not only makes it easier for agencies but also enhances the overall experience for their clients, fostering stronger relationships and improved service delivery.

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

No images available

Integrations Supported

Google Workspace
Microsoft 365

Integrations Supported

API Availability

API Availability

Pricing Information

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
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

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

Insure Assist AI

Date Founded

2026

Company Location

United States

Company Website

insureassistai.com

Company Facts

Organization Name

ARLO CRM

Company Location

United States

Company Website

arlocrm.com

Categories and Features

Categories and Features

Popular Alternatives

Arlo CRM Reviews & Ratings

Arlo CRM

ARLO CRM

Popular Alternatives

Verity Reviews & Ratings

Verity

VRC Insurance Systems
RiskRemedy Reviews & Ratings

RiskRemedy

RiskRemedy, Inc.
Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software
Agency Master Reviews & Ratings

Agency Master

Agency Master Insurance Software