ARLO CRM is insurance agency management software for independent agents handling commercial and personal lines. Using optical character recognition, it extracts coverage details, limits, deductibles, and premiums from policy documents like declaration pages. Agents can upload policies, and the system auto-fills quote fields with extracted data. An AI assistant creates ACORD forms, including 125, 126, 130, and 137, for carrier submissions. The platform supports general liability, property, auto, workers' compensation, homeowners, umbrella, and flood insurance. A client portal offers policyholders access to policy details, document downloads, ID cards, and tools to request changes or file claims. The certificate generator produces ACORD 25, 27, and 28 forms by extracting data from declaration pages. Dashboards track agency performance, lead pipelines, and renewals. Multi-carrier quoting enables rate comparisons, while market access helps new agents quote carriers without appointments.
