Looking for ARLO CRM reviews? ARLO CRM (arlocrm.com) is agency management software built for independent insurance agents and brokers in the United States: clients, policies, renewals, ACORD forms, certificates, proposals, commissions and carrier quoting in one place. It is not related to Arlo training management software, Arlo security cameras or any other product called Arlo. This review covers what ARLO CRM does, what it costs, where it is strong, where it is not, and which agencies it fits.
ARLO CRM is a cloud CRM and agency management system (AMS) for property and casualty insurance agencies. It was built inside a working independent insurance agency to quote, bind, service and renew real policies every day, so its screens follow an agent's actual workflow: a lead becomes a client, the client gets quotes and a proposal, the proposal is accepted online, the policy is bound, and renewals, certificates and commissions are tracked from that same record.
Every plan includes leads, clients, households and businesses, policies and renewals, an E&O diary, official ACORD applications (125, 126, 127, 130, 140) pre-filled from the client record, unlimited certificates of insurance and evidence of property, branded proposals with online acceptance, commission tracking and carrier statement reconciliation. Uploading a current dec page pre-fills the right ACORD forms with what is printed on it. Personal lines quoting (home, auto, condo, renters, dwelling fire, flood) and commercial lines across twelve lines of business run through a quote desk.
ARLO CRM costs $99, $199 or $299 per month for your team, not per user. Additional approved users beyond the seats included in a plan are $39 per user per month, compared with the roughly $150 to $200 per user that legacy agency systems commonly charge. There is no setup fee and no long-term contract, and a live demo account is available before you sign up. For agents without their own carrier appointments, Market Access plans are $99 solo, $149 producer and $199 agency per month, CRM included.
What sets ARLO apart from other insurance CRMs is optional carrier market access. Newly licensed agents who cannot get appointed yet can quote and write through an established agency's appointments with 50+ carriers, keep ownership of their clients and renewals, and start at a 65% commission split rising to 75% with production. There is no entry fee, no exit fee and no ownership claim on the book.
ARLO CRM is a strong fit for small and growing independent agencies, solo agents and newly licensed producers who want one flat price, real ACORD forms and quoting in the same system as their clients and commissions. It is a younger product than Applied Epic or AMS360, so large multi-office agencies with deep integrations to an existing accounting stack should run a demo and check the specific integrations they depend on before switching.
Competitor pricing models are as published or commonly quoted by each vendor; exact figures depend on modules, seats and contract. Last reviewed October 2026.
| Platform | Pricing model | Best for | Watch out for |
|---|---|---|---|
| ARLO CRM | $99-$299/mo for the team, extra seats $39 | Independent agents, small agencies, new agents needing market access | Younger platform: confirm any niche integration you rely on |
| EZLynx | Per user / per module (vendor quote) | Personal lines agencies wanting a comparative rater | Modules add up as the team grows |
| HawkSoft | Per user (vendor quote) | Established small to mid-size P&C agencies | No market access for unappointed agents |
| Applied Epic / AMS360 | Per user, multi-year contracts (vendor quote) | Large and multi-office agencies | Cost and complexity for a one-to-five person agency |
No. ARLO CRM (arlocrm.com) is insurance agency management software for independent insurance agents and brokers. It is a separate company and product from Arlo training management software and from Arlo security cameras.
$99, $199 or $299 per month for your team, with additional approved users at $39 per user per month. No setup fee and no contract. Market Access plans with carrier access included are $99, $149 and $199 per month.
Independent property and casualty insurance agents, brokers and small agencies in the United States, including newly licensed agents who do not yet have their own carrier appointments.
Yes. Official ACORD 125, 126, 127, 130 and 140 applications are included on every plan, pre-filled from the client record and editable before sending, along with unlimited certificates of insurance and evidence of property.
Yes. You can book a live demo and use a demo account with sample data before signing up.
ARLO CRM pricing · Best CRM for insurance agents · Market access for new agents · Book a demo · Guides for insurance agents