Insurance Agency CRM for Tampa Bay Independent Agents

ARLO CRM is the agency management system for Tampa, St. Petersburg and Clearwater agencies that want their whole book — personal and commercial — in one platform at a flat agency price.

What Tampa agencies actually deal with

Coastal property and flood as its own line

Pinellas and Hillsborough writing means flood zones, elevation certificates and NFIP versus private flood on nearly every home file. Flood is tracked as its own policy with its own renewal date, so a client with an admitted homeowners policy and a separate flood policy shows two clean expirations rather than one confused record.

Older roofs and carrier eligibility

Tampa Bay housing stock is older than Central Florida's, and roof age is the first thing a carrier looks at. Roof year, wind mitigation credits and the inspection PDF stay on the property record, which is what turns a declination into a placeable risk in the surplus lines market.

Small commercial across the bay

Marine trades, restaurants, professional offices and contractors need GL, BOP, commercial auto and workers' comp. Uploaded ACORDs and declarations pages are scanned into structured coverage data and returned as a complete application set for quoting.

Renewals that all hit at once

The renewal and E&O diary fires at 60, 30 and 7 days on every policy, assigned to the producer who owns the client, which is the difference between retaining a book and rewriting it every June.

Everything included, whatever the plan

• Flat pricing for the whole agency — $99, $199 or $299 a month, never per user
• Unlimited ACORD forms, certificates of insurance and evidence of property
• Renewal and E&O diary so no Florida policy lapses in hurricane season
• Branded side-by-side proposals your client signs online
• Commission tracking against carrier statements
• Market access for agents with no appointments — quote 50+ carriers

Frequently asked questions

Does ARLO track flood policies separately from homeowners?

Yes. Flood is its own line of business with its own carrier, premium, commission and renewal date on the same client record.

Can I store wind mitigation and 4-point inspections on the client file?

Yes, and scanned documents are read automatically so roof year and mitigation credits populate the property record instead of being retyped.

How does ARLO compare to EZLynx or HawkSoft for a Tampa agency?

Those systems are priced per user, generally around $150 per user per month. ARLO is flat for the agency at $99-$299 a month with ACORD forms, certificates, proposals, commissions and quoting included.

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