Agency Master

Agency Master

Agency Master Insurance Software
Arlo CRM

Arlo CRM

ARLO CRM
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About

Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base.

About

ARLO CRM is a cloud-based agency management system for independent U.S. property and casualty insurance agents, brokers, and agencies. It organizes client, household, and business records, policies, renewals, and E&O diary tasks. Agents can create ACORD applications using saved client information or uploaded declarations pages, issue certificates of insurance and evidence of property, and prepare branded proposals with online acceptance. Personal and commercial lines workflows include a built-in quote desk, bind and payment links, commission tracking, and carrier-statement reconciliation. Optional Market Access lets eligible newly licensed agents without carrier appointments submit quotes and write coverage through participating carriers while retaining ownership of their book. Plans offer flat monthly agency pricing, with additional users available for a monthly fee.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Caters to all specialty markets, such as trucking, aviation, BOP, package policy, property, general liability, BOP, general liability,

Audience

Independent insurance agents, brokers and P&C insurance agencies in the US

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$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.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Agency Master Insurance Software
Founded: 1995
United States
www.agencymaster.net

Company Information

ARLO CRM
United States
arlocrm.com

Alternatives

Verity

Verity

VRC Insurance Systems

Alternatives

Verity

Verity

VRC Insurance Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyPro

AgencyPro

Agency Software
Agency Master

Agency Master

Agency Master Insurance Software

Categories

Categories

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Commercial Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Supported
Policy Management Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

Integrations

Microsoft Outlook Supported

Integrations

Microsoft Outlook Not Supported
Claim Agency Master and update features and information
Claim Agency Master and update features and information
Claim Arlo CRM and update features and information
Claim Arlo CRM and update features and information