--- title: "ARLO CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ARLO CRM Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/10186357/ARLO-CRM/" page_type: "product" language: "en" publication_date: "2026-10-15" --- # ARLO CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ARLO CRM ## What is ARLO CRM? 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. ## What is ARLO CRM used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ARLO CRM?[Manage this product listing](https://www.g2.com/products/arlo-crm/claim_requests/new?auto=true) ## FAQs about ARLO CRM Overview ### What company size and specific industries is ARLO CRM built for? ARLO CRM is designed for independent insurance agents and small to midsize insurance agencies that need to manage leads, clients, policies, renewals, and commissions. It is built for the insurance sector, especially agencies seeking AI automations, ACORD form generation, and market access in a simple system. Features and Usability ### What are the key features of ARLO CRM? ARLO CRM offers contact management, lead capture, lead tracking, and sales pipeline management for handling prospects and opportunities. It also includes automated follow-ups, calendar/reminder system, task scheduling, email templates, communication history, reporting/analytics, and access controls/permissions, plus AI Copilot and generative AI. Pricing ### How much does it cost and what fees or limitations are included? ARLO CRM starts at $99 per month for the Solo plan, with the Agent plan at $199 and the Agency plan at $299. A free trial is available. No setup fee is listed, but add-ons, white-glove onboarding, extra quoted households, and free book migration limits can apply. Getting Started and Support ### What training and onboarding options does ARLO CRM offer? ARLO CRM provides in person training, live online sessions, and documentation. In person training supports direct, hands-on instruction, live online sessions allow guided remote setup, and documentation offers written reference material for self-paced review and ongoing use. Getting Started and Support ### What customer support options does ARLO CRM offer? ARLO CRM provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support is available in the catalog data, so user experience details such as response speed, helpfulness, or common frustrations cannot be described here. ## Features Access Controls/Permissions 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems AI Copilot 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Forecasting 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Mobile Access 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices ARLO CRM 37 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Automated Follow-Ups: Triggers reminders and personalized communications for renewals, quotes and client check-ins. - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Client Communication Tools: Enables automated communication through email, calls or messages. - Communication History: Keeps a centralized record of emails, calls, and notes for every client. - Contact Management: Manage, organize, and store contact information - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Documentation handling: Stores documents linked to customers, policies, and related records. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Tracking: Manages leads from initial inquiry through the sales pipeline to conversion. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Campaigns: The ability to create and customize marketing campaigns based on user data. - Mobile Access: Access software remotely via mobile devices - Quotes/Estimates: Generate quotes or estimates for customers - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reputation Management: Monitor and manage customers' perceptions about a business, product, or service - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) Free Trial [View pricing plan details](https://www.capterra.com/p/10186357/ARLO-CRM/pricing/) Solo $99.00 Flat Rate,Per Month It includes: - 1 user - Personal lines only - 50 AI Document Scans per month - Unlimited ACORD forms - Proposal generator - Book of business management - Leads, tasks, and renewals management - Email support Agent $199.00 Flat Rate,Per Month It includes: - Up to 3 users - Personal + commercial lines - 500 AI Document Scans per month - 150 Quoted Households Included per month - All features in the Solo plan - Comparative quoting (home & auto) - Commercial quoting - ACORD application generator - COI generator (ACORD 25, 27, 28) - Client Center portal included - Communications tools - Free book migration - Email support Agency $299.00 Flat Rate,Per Month It includes: - Up to 10 users - Personal + commercial lines - 100 AI Document Scans per user per month - 300 Quoted Households Included per month - All features in the Agent plan - Commercial lines proposals - Commission tracking - Multi-producer pipeline and lead assignment - Commission tracker (AI statements) - Dedicated onboarding specialist - Priority support - Free book migration Market Access Plan $99.00 Usage Based,Per Month It includes: - Access to 50+ carriers - Commission ladder up to 75% Value for money 5.0 (3) 5.0 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Dylan T. Vice President Insurance ### "ARLO CRM for Insurance Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 October 1, 2026 Highly recommended, very easy to use and inexpensive option. The value is definitely there compared to competitors and none really offer this many features with an AI back bone at the price. Pros I really liked how easy it was to use for myself as well as for my agents. We’ve rolled out ARLO company wide in a short amount of time and unlike our previous experiences with other CRMs this one was adopted very quickly. The AI features and intuitive dashboard were a plus Cons I wish I had found out about it sooner and that I had rolled it out to all our agents a little sooner in the process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ZF Zach F. Broker Consultant Insurance ### "Best CRM I’ve Ever Used!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2026 Incredible. \[sensitive content hidden\] is amazing. The communication is reliable and super fast. Extremely fast turnaround on changes and updates. Pros It is the answer to all of the problems I’ve been having over the years. The AI integration is an absolute game changer. Cons No app you can make in the App Store with your logo for easy portal access by clients/users. Would love to have an app to make it easy for clients. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reasons for choosing ARLO CRM Easy AI integration made the decision easy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Benjamin B. Broker Insurance ### "Benji Boushira Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2026 10/10 best CRM in the market. The acord generator and the market access is so easy to use. Also, you can stay organized with renewals so easily. Pros The CRM and the market access is incredible and the user interface is like no other. Very good for new agents and even experienced agents that need a quality CRM. Cons Nothing i love everything about it. The acord generator and the market access is so easy to use. Also, you can stay organized with renewals so easily. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) It is cheaper and better. Easy to use and just way better overall Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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