MenloMenlo Insurance Services
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Trellis ConnectTrellis
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Related Products
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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
Trellis Connect makes it fast, easy, and secure for users to share personal insurance information. Trellis makes insurance easy by meeting consumers where they are and helping them find the right personal insurance to meet their needs. Powered by consumer-permission data, Trellis Connect is the next-gen property and casualty pre-fill solution that delivers a simplified user experience, unlocks the full value of data in personal insurance accounts, and protects users’ security and privacy. Trellis works closely with top companies, from financial institutions to fintech to insurance carriers, to deliver the best fully white-label, end-to-end insurance solutions on the market. A platform for comparing and purchasing personal property and casualty (P&C) insurance policies. Get our best-in-class solution, which comes with a team of fully-licensed insurance agents, up and running in just a few days.
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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
Organizations looking for a solution to manage and share insurance information
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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
Supported
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API
Offers API
Not Supported
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API
Offers API
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 InformationTrellis
United States
trellisconnect.com
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Categories |
Categories |
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Integrations
Acorns
Not Supported
Rocket Money
Not Supported
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