Menlo

Menlo

Menlo 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.

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.

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 property and casualty insurance agents and agencies.

Audience

Insurance carriers, brokers, managing general agents, third-party administrators, wholesalers, and insurance operations teams.

Support

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

No images available

Screenshots and Videos

Pricing

No information available.
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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

Pace
Founded: 2024
United States
withpace.com

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Categories

Categories

AI Insurance Supported

Integrations

Guidewire Not Supported

Integrations

Guidewire Supported
Claim Menlo and update features and information
Claim Menlo and update features and information
Claim Pace and update features and information
Claim Pace and update features and information