ARLO CRM runs the whole agency in one platform: leads, clients, policies, renewals, unlimited ACORD forms, certificates of insurance, branded proposals, commissions and carrier quoting. Pricing is flat for the agency at $99, $199 or $299 per month, not per user, with a 14-day free trial.
Independent agents launching an agency, producers leaving a captive carrier, and small agencies of up to ten users who need commercial and personal lines in one system. Agents without carrier appointments can add market access and quote 50+ carriers.
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