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
The professionals at Optelcon collectively bring an impressive average of 21 years of industry experience prior to their tenure with the company. Our team possesses in-depth knowledge of the inner workings of the telecommunications industry, including the various tactics used for securing special pricing, understanding margins and commissions, uncovering hidden billing discrepancies, negotiating unique contractual terms, and navigating operations and equipment pricing. We have effectively managed billions in telecom and mobile contracts, resulting in substantial savings for businesses that amount to hundreds of millions. Notably, we have a proven track record of delivering savings to our clients, with an average reduction exceeding 42%. It’s often said, “you don’t know what you don’t know,” and our team has encountered virtually every scenario imaginable in this sector. In essence, we are the strategic ally you need when negotiating with your mobile carriers. At Optelcon, we oversee every dimension of our clients' mobility expenditures, ensuring they leverage our expertise to unlock maximum savings efficiently. Our commitment to excellence and client satisfaction sets us apart in the industry, making us an invaluable partner in managing telecom costs.
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
No price information available.
Free Trial
Yes
Free Version
Yes
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
Yes
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
Optelcon
Founded
2003
Country
United States
Website
optelcon.com/mobility-management-cost-containment/
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
Mobile Device Management (MDM)
Automatic Device Recognition
No
Data Management
Yes
Deployment Management
No
Inventory Management
No
Maintenance Utilities
Yes
Procurement Management
No
Remote Update / Installation
No
Software Management
No
Synchronization Management
No
Wireless Network Support
Yes