Applied RaterApplied Systems
|
Arlo CRMARLO CRM
|
|||||
Related Products
|
||||||
About
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.
|
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
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
|
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
Anyone in need of an insurance quoting application
|
Audience
Independent insurance agents, brokers and P&C insurance agencies in the US
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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 VideosNo images available
|
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not 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/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationApplied Systems
Founded: 2003
United States
www1.appliedsystems.com
|
Company InformationARLO CRM
United States
arlocrm.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Supported
Carrier Upload
Supported
Commercial Lines
Not Supported
Comparative Insurance Rating
Supported
Customer Portal
Supported
For Casualty Insurance
Supported
For Health / Medical Insurance
Not Supported
For Life Insurance
Not Supported
For Personal Insurance
Supported
Multi-State
Supported
Multiple Line Rating
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Supported
|
||||||
Integrations
Partner Platform (Partner XE)
Not Supported
|
||||||
|
|
|