ARLO CRM

ARLO 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 workflow follows the agency sales cycle: lead, client record, quote, branded proposal, online acceptance, bound policy, then renewals, certificates and commissions tracked from the same record.