MenloMenlo Insurance Services
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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.
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About
Pace is an AI operations platform for insurance organizations that builds, deploys, and manages agents to carry out workflows. It supports submission intake, policy servicing, claims handling and quality assurance, first notice of loss (FNOL), certificate of insurance generation, endorsements, and data entry. Agents interpret procedures, extract information from insurance documents, communicate by phone, email, and text, and interact with APIs, web portals, desktop applications, and legacy administration systems. The platform includes workflow orchestration, human review for sensitive actions, and audit trails. Tempo, Pace’s agent builder, lets insurance operations teams define procedures in natural language and create or refine agents using sample cases. Pace is aimed at carriers, brokers, managing general agents, third-party administrators, and wholesalers seeking to automate back-office and service processes.
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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 property and casualty insurance agents and agencies.
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Audience
Insurance carriers, brokers, managing general agents, third-party administrators, wholesalers, and insurance operations teams.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not 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 VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationMenlo Insurance Services
Founded: 2026
United States
www.menloinsurance.com/for-agents
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Company InformationPace
Founded: 2024
United States
withpace.com
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Integrations
Guidewire
Not Supported
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