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
EvolveICM serves as the incentive compensation management component of our SPM software, specifically designed for insurance carriers. This innovative solution streamlines the commission calculation process, allowing companies to save valuable time and resources that would otherwise be spent on manual calculations. By utilizing this module, you can effectively manage the performance of your sales channels while automating various tasks, implementing incentive programs, and much more. Tailored for insurance carriers and agencies that deal with intricate commission structures, such as those found in health insurance and Medicare, EvolveICM accommodates core, flat, percentage, or split commission models. Our commissions management software efficiently calculates these payouts on your behalf, transforming what used to be a time-intensive process into a swift operation. In fact, while traditional manual calculations could take several hours, our automated system accomplishes this in under ten minutes, even for substantial eight-figure payouts, ensuring that you can focus on growing your business instead of getting bogged down in calculations.
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ARLO CRM
Country
United States
Website
arlocrm.com
Vendor Details
Company Name
EvolveNXT
Founded
2012
Country
United States
Website
evolvenxt.com/product/evolve-icm/
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