Menlo

Menlo

Menlo Insurance Services
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About

Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.

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 Supported
Mac Supported
Linux Not Supported
Cloud Not 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

Insurance agencies and companies in need of a solution offering a commercial comparative rating system

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

$150 per month
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 Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

IBQ Systems
United States
www.ibqsystems.com

Company Information

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

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Categories

Categories

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Supported
Commercial Lines Not Supported
Comparative Insurance Rating Not Supported
Customer Portal Supported
For Casualty Insurance Not Supported
For Health / Medical Insurance Not Supported
For Life Insurance Not Supported
For Personal Insurance Not Supported
Multi-State Supported
Multiple Line Rating Not Supported

Integrations

No info available.

Integrations

No info available.
Claim IBQ Commercial Comparative Rater and update features and information
Claim IBQ Commercial Comparative Rater and update features and information
Claim Menlo and update features and information
Claim Menlo and update features and information