ARLO CRM runs the whole Northeast Florida agency in one place: clients, policies, renewals, unlimited ACORD forms, certificates, proposals, commissions and commercial quoting, at a flat agency price rather than per seat.
Duval, Clay and St. Johns risks are more often placeable in the admitted market, which means volume rather than complexity: more policies per producer, more renewals per week and more pressure on process. Bulk import and automated renewal tasks are what keep that volume from turning into missed expirations.
Port and highway activity makes commercial auto, motor truck cargo, GL and workers' comp a real part of the Jacksonville book. Certificates for job sites are generated per location, with the location printed in the remarks so a general contractor accepts it the first time.
A base town means households that move often. Client records carry prior carrier, prior policy and effective dates, so a rewrite after a PCS move is quoted from the existing file rather than started from scratch.
Carrier statements are matched against expected commission on every policy, so an agency principal sees what was actually paid versus what was owed rather than trusting a spreadsheet.
Yes. Locations are stored on the client record and the certificate generator prints the selected location in the remarks on ACORD 25, 27 and 28.
Yes. Policies, premiums and documents can be imported in bulk and kept current on the client file, with renewal tasks generated automatically.
No. $99, $199 or $299 a month covers the whole agency, whatever the number of producers.
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