Arlo CRM

Arlo CRM

ARLO CRM
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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

Your challenges are our exclusive focus: driving health plan KPIs, acquiring and retaining members, running efficient operations, managing better benefits utilization, and positively impacting health outcomes. With Zipari, you can access the first and only technology platform built to simultaneously address every one of these CX challenges for your entire business. Increase adoption, activate and re-activate digital engagement, orchestrate personalized experiences with employers, brokers, providers, and members. Educate consumers about benefits, increase wellness program adoption, and automate next-best-action recommendations driven by real-time data and pre-built goals to deliver the highest value. Simplify administrative tasks with pre-built workflows and reduce call-center volume across all consumers. Integrate seamlessly with your existing infrastructure and technology.

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

Companies looking for a health insurance CX platform

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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 Supported
In Person Not Supported

Company Information

ARLO CRM
United States
arlocrm.com

Company Information

Zipari
Founded: 2014
United States
zipari.com/platform

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

Integrations

No info available.

Integrations

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