Arlo CRMARLO CRM
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RenewalCompassRegency Software LLC
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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
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
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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 property and casualty agencies in the US
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Audience
Independent insurance agencies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not 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 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
$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
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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
Not Supported
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Company InformationARLO CRM
Founded: 2025
United States
arlocrm.com
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Company InformationRegency Software LLC
Founded: 2016
United States
renewalcompass.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Applied Epic
Supported
EZLynx
Supported
HawkSoft
Supported
Jenesis Agency Management
Supported
Momentum AMP by NowCerts
Supported
QQCatalyst
Supported
Vertafore AMS360
Supported
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