Arlo CRMARLO CRM
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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
Ideon is a centralized, cloud-based infrastructure platform that provides data management and connectivity solutions for the health insurance and employee benefits ecosystem. It enables carriers, InsurTech platforms, HR systems, and benefits administrators to access and exchange plan data, provider data, and enrollment information through a single, unified API integration. Instead of building and maintaining multiple complex connections with individual insurance carriers, organizations can connect once to Ideon and gain access to normalized, real-time data from hundreds of carriers nationwide, significantly reducing integration complexity and operational costs. It includes core products such as IdeonQuote, which delivers accurate plan, rate, and eligibility data for quoting and comparison; IdeonSelect, which provides comprehensive provider and network data to support care navigation and decision-making; and IdeonEnroll, which enables scalable, automated enrollment.
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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
InsurTech platforms, HR systems, and health benefits providers that need a unified API to access, exchange, and manage insurance and provider data at scale
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not 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
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
No information available.
Free Version
Not Supported
Free Trial
Not 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
Not Supported
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Company InformationARLO CRM
United States
arlocrm.com
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Company InformationIdeon
Founded: 2014
United States
ideonapi.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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