We automate your back office.You grow your agency.
Software and placement support for independent agents.
Prepare one application and review eligible carrier quotes, and bind more policies.
- One smart application per risk
- Carrier quotes and client questions in one place
- Follow-up drafts you review and send
Book a demo
RequiredCarriers We Work With
One connected system.Less busywork.More time to sell.
Menlo combines a shared software workflow with back-office placement support. Your agency reviews the application, available quotes and client communications in one place. In the demo, we’ll discuss the risks you place and how working together would fit your agency.
Why Menlo
Less typing, more selling
We prefill most of the application, so you confirm instead of retyping.
Eligible carriers, one submission
One application goes to every carrier on the platform that writes the risk.
Grow your book of business
Turn more opportunities into clients by staying on top of every quote and follow-up.
Close leads seamlessly
Example: a client asks you to insure a rental property. Confirm the prefilled property details and complete the remaining questions in one application.
Review eligible carrier responses, compare available terms, and resolve open questions before moving toward bind. Your client conversations and quote documents stay with the file.
- Prepare the application. Confirm the facts already filled in and supply the details that still need an answer.
- Review the options. Compare available carrier terms and see which questions remain outstanding.
- Keep the file moving. Review follow-up drafts and keep placement documents together through the carrier’s purchase handoff.
Book a 20-minute call
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