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
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction.
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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 brokers, agencies and MGAs interested in a solution to off-load manual submissions, renewals and servicing tasks to an AI assistant so their team can focus on client relationships and growth
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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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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
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationARLO CRM
United States
arlocrm.com
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Company InformationKay
Founded: 2024
United States
www.kay.ai/
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Integrations
Amazon Web Services (AWS)
Not Supported
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