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Menlo for Agents

SaaS

Agency workflow software and back-office placement support

by Guido Trevisan
Visit site ↗0 claps this week

Menlo combines agency workflow software with back-office placement support for independent insurance agents. A shared application per risk brings prefilled facts, available carrier quotes and outstanding client questions into one place. Agencies review follow-up drafts and keep placement records together through the purchase handoff.

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