Arlo CRMARLO CRM
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MergeWare-TIFAJ&J Technology Consulting
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Related Products
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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.
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About
This software for Insurance Brokers automates the Truck / Commercial Insurance Form processing by transferring data from your source Quick Quote to any other Carrier Application, Broker Agreement/Legal Docs, Permits, or any other form. Best part is that we utilize your existing MS Office licensing and therefore there is no need to pay additional licensing fees. Additionally, TIFA is configured to be plug and play with our CRM application.
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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
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not 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 property and casualty agencies in the US
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Audience
Insurance brokers
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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
Not 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 Videos |
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
$1700.00/one-time
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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationARLO CRM
Founded: 2025
United States
arlocrm.com
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Company InformationJ&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Claims Processing Features
Adjustor Management
Not Supported
Case Management
Not Supported
Claim Resolution Tracking
Not Supported
Co-Pay & Deductible Tracking
Not Supported
Compliance Management
Not Supported
Customer Management
Not Supported
Electronic Claims
Supported
Forms Management
Not Supported
Paper-Based Claims
Supported
Payor Management
Not Supported
Policy Administration
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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