Arlo CRM

Arlo CRM

ARLO CRM
RenewalCompass

RenewalCompass

Regency Software LLC
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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.

About

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

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 insurance 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 Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

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

$59/month/2 users
For a solo agent or producer managing one book. 1 Producer Seat, 1 CSR
Free Version Not Supported
Free Trial 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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ARLO CRM
Founded: 2025
United States
arlocrm.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Agency Anywhere

Agency Anywhere

Choices Software

Alternatives

Arlo CRM

Arlo CRM

ARLO CRM
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyZoom

AgencyZoom

Vertafore
Agency Master

Agency Master

Agency Master Insurance Software

Categories

Categories

Insurance Agency Management Features

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

Integrations

Applied Epic Not Supported
EZLynx Not Supported
HawkSoft Not Supported
Jenesis Agency Management Not Supported
Momentum AMP by NowCerts Not Supported
QQCatalyst Not Supported
Vertafore AMS360 Not Supported

Integrations

Applied Epic Supported
EZLynx Supported
HawkSoft Supported
Jenesis Agency Management Supported
Momentum AMP by NowCerts Supported
QQCatalyst Supported
Vertafore AMS360 Supported
Claim Arlo CRM and update features and information
Claim Arlo CRM and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information