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Ratings and Reviews 0 Ratings
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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
No images available
Integrations Supported
LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
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
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
iPipeline
Date Founded
1995
Company Location
United States
Company Website
www.ipipeline.com
Company Facts
Organization Name
ARLO CRM
Company Location
United States
Company Website
arlocrm.com
Categories and Features
AI Insurance
Not specified
Insurance Agency Management
Contact Management
Quote Management
Categories and Features
Insurance Agency Management
Not specified