Menlo Insurance Services

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Menlo for Agents

Category: Property and Casualty (P&C) Insurance Software Vendor:Menlo Insurance Services
0 (0 Reviews) SoftwareProperty and Casualty (P&C) Insurance Software
Menlo Insurance Services Software No preview media

Menlo for Agents

Menlo for Agents provides software and back-office placement support for independent insurance agents. A shared workflow keeps prefilled applications, carrier quotes, client follow-up drafts, compliance records and the...

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Menlo for Agents provides software and back-office placement support for independent insurance agents. A shared workflow keeps prefilled applications, carrier quotes, client follow-up drafts, compliance records and the purchase handoff in one place. Agencies confirm prefilled information, complete outstanding answers and review eligible carrier responses, terms and open questions. The agency reviews and sends client follow-ups, while quote documents stay with the file.

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