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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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 

Screenshots View All

Screenshots View All

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 

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