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
Whether you oversee the licensing division for an insurance provider, assist customers in a call center, or manage a boutique agency, ensuring that your agents hold the necessary licenses and appointments is essential for successful operations. Systeme Software is proud to present Cratchit LTX™, a solution designed to enhance your efficiency and provide the flexibility required to achieve your objectives. Since its inception in 1983, our software has been instrumental for insurance professionals across various roles, enabling them to maintain control over their data and effectively handle the daily challenges encountered in the insurance field. Our user-friendly software boasts an intuitive interface that requires no special configurations, and being entirely web-based means you won't need to download, install, or perform updates ever. Originally developed in 1983 by PC Designs, Inc. based in Wayne, PA, Cratchit ensures compliance with all relevant state, local, and federal regulations, which is crucial for your business's integrity. With Cratchit LTX™, you can rest easy knowing that you'll never have to worry about the licensing status of your sales team again, as we diligently monitor and update our software to align with current regulations. Our commitment to keeping your operations compliant and efficient helps you focus on what matters most—growing your business.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
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)
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)
No
In Person
No
Vendor Details
Company Name
ARLO CRM
Country
United States
Website
arlocrm.com
Vendor Details
Company Name
Systeme Software
Website
cratchitonline.com/CratchitLTXS1/website/indexnew.html
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
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No