Arlo CRM

Arlo CRM

ARLO CRM
LTS Pro

LTS Pro

Business Assistant
+
+

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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.

About

This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks.

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

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

Audience

Insurance Agency solution for businesses

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

Pricing

No information available.
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 Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

ARLO CRM
United States
arlocrm.com

Company Information

Business Assistant
Founded: 2007
United States
www.LTSPro.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Agency Master

Agency Master

Agency Master Insurance Software

Categories

Categories

Insurance Agency Management Features

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

Integrations

No info available.

Integrations

No info available.
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