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
Streamlining internal efforts while prioritizing customer satisfaction is essential. To avoid oversights and delays, it's crucial to visualize key communications such as work requests and specification changes. This approach consolidates tasks and presents them clearly, which not only minimizes management burdens but also enhances team productivity. Beyond the conventional Step-style workflow, the system incorporates a feature that allows managers to send instructions to all team members simultaneously, significantly lightening their workload for confirmations. Tocaro stands out by offering a workboard function that centers on individual tasks, enabling users to see all their responsibilities in one view, thus ensuring nothing is overlooked. Moreover, by integrating a variety of security measures like IP address limitations, mobile device controls, functional restrictions, and defined user privileges, we can effectively address security challenges and adhere to internal regulations while maintaining a user-friendly communication framework. This comprehensive approach contributes to a robust and secure environment, fostering both efficiency and safety.
API Access
Has API
No
API Access
Has API
No
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
$8 per user per month
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
Vendor Details
Company Name
ARLO CRM
Founded
2025
Country
United States
Website
arlocrm.com
Vendor Details
Company Name
CTC America
Country
United States
Website
www.tocaro.im
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
Collaboration
Brainstorming
Yes
Calendar Management
No
Chat / Messaging
No
Contact Management
Yes
Content Management
Yes
Document Management
No
Project Management
Yes
Real Time Editing
No
Task Management
Yes
Version Control
Yes
Video Conferencing
Yes