Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Comissio is a specialized platform dedicated to managing insurance commissions, providing a centralized, automated solution that enhances and simplifies the entire process of commission management, from tracking to reporting, enabling agencies to move away from cumbersome spreadsheets and disjointed tools in favor of a cohesive cloud-based system. It facilitates both single and multi-carrier commission processing, efficiently managing new and recurring commission runs in one streamlined batch, while allowing users to customize pay codes, schedules, and hierarchies tailored to the diverse commission structures of their agents. The platform automates various aspects such as commission calculations, adjustments, and chargebacks, generates ACH files for direct commission payments, and offers real-time dashboards and detailed reporting to enhance visibility into starting balances, advances, recoveries, and final agent balances. Designed specifically for businesses in health, life, and accident insurance, Comissio plays a crucial role in minimizing human error, speeding up payout processes, and simplifying the intricacies of complex hierarchies and reconciliation by unifying data into one accessible location. This comprehensive approach not only increases efficiency but also allows agencies to focus on their core operations without the distraction of manual commission management tasks.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
$249 per month
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)
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ARLO CRM
Founded
2025
Country
United States
Website
arlocrm.com
Vendor Details
Company Name
Comissio
Country
United States
Website
comissio.com
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
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No