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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ARLO CRM

    N/AN/AARLO CRM is a cloud CRM and agency management system for independent property and casualty insurance agencies in the United States. It was created by an insurance agent and agency owner (Bell & Lyons Insurance, Florida) who lives the daily operational struggles of running an agency: client data scattered across spreadsheets and carrier portals, dec pages re-keyed by hand, ACORD paperwork, missed renewals and commissions that never reconcile. ARLO was built to solve those problems, and its…

    $99

    per month per agency (flat team price)

    QQCatalyst

    Score4.5 out of 10
    N/AQQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.N/A
    Pricing
    ARLO CRMQQCatalyst
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    ARLO CRMQQCatalyst
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsFlat monthly plans for the whole agency: Solo $99, Small Agency $199, Full Agency $299. Extra seats $39 per month. No setup fee, no long-term contract.—
    More Pricing Information
    User Ratings
    ARLO CRMQQCatalyst
    Likelihood to Recommend
    -
    (0 ratings)
    7.0
    (2 ratings)
    User Testimonials
    ARLO CRMQQCatalyst
    Likelihood to Recommend
    ARLO CRM
    No answers on this topic
    QQSolutions
    For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as AMS360.
    Incentivized
    Read full review
    Pros
    ARLO CRM
    No answers on this topic
    QQSolutions
    • Excellent user interface
    • Easy-to-read information
    • Provides good overview of the agency's active book
    Read full review
    Cons
    ARLO CRM
    No answers on this topic
    QQSolutions
    • Marketing platform needs work
    • Inability to fill multiple accords at the same time
    • Email from QQCatalyst could use some work
    • No invoicing feature
    Incentivized
    Read full review
    Alternatives Considered
    ARLO CRM
    No answers on this topic
    QQSolutions
    HawkSoft is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than HawkSoft. As of the date of this review.
    Read full review
    Return on Investment
    ARLO CRM
    No answers on this topic
    QQSolutions
    • Efficient client management with the carrier download functions
    • Easy to export data allowing us to drill down into our book of business & future marketing opportunities
    • Affordable
    Incentivized
    Read full review
    ScreenShots

    ARLO CRM Screenshots

    Screenshot of the Command Center dashboard with book of business, renewals, commissions and daily priorities ranked by premium at stake.Screenshot of Book of business: every client and policy in one view, filterable by line, carrier and producer.Screenshot of Renewal pipeline ranked by premium at stake, so the biggest renewals are worked first.Screenshot of Personal lines client list with policies, premiums and status at a glance.Screenshot of Commercial lines policies with carriers, effective dates and premiums.Screenshot of ACORD forms (125, 126, 127, 130, 131, 140, 25, 27) generated and pre-filled from the client record.