Arlo CRMARLO CRM
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BluInsuranceBluRoot
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Related Products
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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.
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About
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.
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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
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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
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Audience
Independent insurance agents, brokers and P&C insurance agencies in the US
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Audience
Insurance agencies and brokerages in the USA and Canada
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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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
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Pricing
$45 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationARLO CRM
United States
arlocrm.com
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Company InformationBluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not 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
Not Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Not Supported
Risk Assessment
Not Supported
Underwriting Management
Not Supported
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Integrations
Gmail
Not Supported
Microsoft Outlook
Not Supported
Zoho CRM
Not Supported
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