Menlo for Agents
VerifiedApplication preparation and placement support for independent insurance agents.
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The acquisition CRM and off-market sourcing engine for people buying small businesses.
About
Menlo for Agents helps independent insurance agents prepare one application, review eligible carrier quotes and keep client follow-ups moving. Menlo prefills application information and drafts follow-ups for broker review and sending. It combines insurance agency workflow software with placement support. Menlo Insurance Services, operated by Opero Labs Inc., also helps individuals and businesses compare property and casualty insurance, including home, auto and business coverage. Carrier access, coverage and availability depend on underwriting and policy terms.