ARLO CRM runs Miami-Dade agencies end to end: leads, clients, policies, renewals, ACORD forms, certificates, proposals, commissions and commercial quoting — one price for your team, extra seats $39 instead of $150.
Most Miami agencies quote in Spanish and issue documents in English. ARLO produces client proposals in English and Spanish from the same quote, so the insured reads the coverage comparison in their language while the carrier paperwork stays compliant.
Miami-Dade is a condo market. The master policy, the association's coverage letter, the HO-6 walls-in limits and the loss assessment endorsement all live on the client record, and a certificate for the association is generated from that file instead of rebuilt each time.
Small commercial in Miami means general liability, BOP, commercial auto for contractor fleets and workers' comp. ARLO scans an existing declarations page or a competitor's ACORD, extracts the coverage sections and returns a completed application set for the quote desk.
Wind mitigation credits, roof age, opening protection and flood zone drive the Miami home premium more than anything else. Those fields sit on the property record and populate the quote automatically, so the difference between a competitive and an uncompetitive home quote is not a missing inspection report.
Yes. Quote proposals and client-facing documents are generated in English and Spanish from the same record, which matters for most Miami books.
Yes. Condo and HO-6 clients, policies, renewals and proposals all live in the CRM, with the wind mitigation report stored on the client file. Personal lines quoting itself is part of the Market Access program.
$199 a month total on the Agent plan — the price does not change with the number of producers, unlike per-user systems that would bill roughly $600-$800 a month for the same team.
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