Arlo CRM

Arlo CRM

ARLO CRM
Menlo

Menlo

Menlo Insurance Services
+
+

Related Products

  • Macaw AMS
    4.9 out of 5 stars 8 Ratings
    Visit Website for Macaw AMS
  • Creatio
    4.6 out of 5 stars 589 Ratings
    Visit Website for Creatio
  • FirstPromoter
    4.7 out of 5 stars 67 Ratings
    Visit Website for FirstPromoter
  • Bookinglayer
    4.8 out of 5 stars 152 Ratings
    Visit Website for Bookinglayer
  • cside
    4.9 out of 5 stars 37 Ratings
    Visit Website for cside
  • LIVE Connect
    4.7 out of 5 stars 47 Ratings
    Visit Website for LIVE Connect
  • RouteGenie
    4.6 out of 5 stars 49 Ratings
    Visit Website for RouteGenie
  • Everstage
    4.8 out of 5 stars 3,823 Ratings
    Visit Website for Everstage
  • BoldTrail
    4.5 out of 5 stars 2,126 Ratings
    Visit Website for BoldTrail
  • Bigly Sales
    5.0 out of 5 stars 9 Ratings
    Visit Website for Bigly Sales

About

ARLO CRM was created by an insurance agent and agency owner who lives the daily struggles of running an agency: client data scattered everywhere, dec pages re-keyed by hand, ACORD paperwork, missed renewals and commissions that never reconcile. ARLO was built to fix that, so independent agents write more business with less admin. One clean record holds every client, household, business and policy. Upload a dec page and ACORD applications fill themselves. Issue COIs and evidence of property in seconds, send branded proposals clients accept online, then bind with a secure payment link. A renewals pipeline, errors and omissions diary and automated follow-ups keep anything from slipping, while commission tracking reconciles carrier statements for you. Flat pricing for the whole agency: $99, $199 or $299 per month, extra seats $39. No setup fee, no contract. Newly licensed agents without appointments can add Market Access to quote and write through participating carriers.

About

Menlo is a web-based insurance workflow and placement-support product for independent property and casualty agents and agencies. It combines application preparation, prefilled risk details, eligible-carrier submissions and quotes, client questions, follow-up drafts, compliance records, and purchase handoffs in a shared workflow. Agents review and complete application information, compare carrier responses and terms, resolve outstanding questions, and review communications before sending them. Menlo also provides back-office placement support as agents work with carrier markets. The system is designed to help keep quote materials and client communications organized with each risk from initial submission through the carrier's purchase handoff. It supports agent-led placement work rather than replacing agent judgment or guaranteeing a quote, coverage, or binding authority.

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 property and casualty agencies in the US

Audience

Independent property and casualty insurance agents and agencies.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

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
Founded: 2025
United States
arlocrm.com

Company Information

Menlo Insurance Services
Founded: 2026
United States
www.menloinsurance.com/for-agents

Alternatives

Agency Anywhere

Agency Anywhere

Choices Software

Alternatives

INSXCloud

INSXCloud

My1HR
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
Verity

Verity

VRC Insurance Systems
Agency Master

Agency Master

Agency Master Insurance Software
IntellectAI

IntellectAI

Intellect Design Arena
LifePipe

LifePipe

iPipeline

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Arlo CRM and update features and information
Claim Arlo CRM and update features and information
Claim Menlo and update features and information
Claim Menlo and update features and information