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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ARLO CRM serves as a cloud-based management solution tailored for independent property and casualty insurance agents, brokers, and agencies throughout the United States. This platform efficiently manages client, household, and business records alongside policies, renewals, and E&O diary tasks. Agents have the capability to generate ACORD applications using either saved client data or uploaded declarations, issue certificates of insurance, and prepare customized proposals that can be accepted online. The system supports both personal and commercial lines workflows, featuring an integrated quote desk, links for binding and payments, commission tracking, and reconciliation of carrier statements. Additionally, the optional Market Access feature allows newly licensed agents, who lack carrier appointments, to submit quotes and underwrite coverage via participating carriers while maintaining ownership of their client portfolios. The pricing structure is straightforward, offering flat monthly rates for agencies, with the possibility of adding more users for an extra monthly charge. Overall, ARLO CRM enhances operational efficiency for insurance professionals in managing their client relationships and administrative tasks.

Description

Identifying and reaching out to the appropriate agents doesn't need to be a cumbersome, costly, or ineffective process. By automating appetite communication swiftly, you can enhance the marketing of your products. Ask Kodiak offers an exceptionally straightforward method for sharing risk appetite with agents and brokers. This enables you to present product details precisely when agents are looking for the right markets to submit both new and renewal business. Effectively communicate your most current appetite while marketing your product details at the exact moment agents are searching. Gaining real-time insights into search patterns, market opportunities, and your product's performance empowers you to make well-informed decisions regarding the design and promotion of your commercial insurance offerings. A focus on aligning with each distinct risk creates mutual benefits. When agents can showcase the most suitable coverage to their clients, it helps ensure that your business remains a top priority for them. IVANS stands ready to equip your enterprise with cutting-edge insurance software and solutions for the digital distribution of products, allowing you to stay ahead in a competitive marketplace. With these tools, not only can you streamline your processes, but also enhance your overall business strategy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Certificial No 

Integrations

Certificial Yes 

Pricing Details

$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 Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ARLO CRM

Founded

2025

Country

United States

Website

arlocrm.com

Vendor Details

Company Name

Ivans

Country

United States

Website

www.ivans.com/for-carriers/products/ask-kodiak/

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

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