Menlo Insurance Services

Menlo for Agents is an application and quoting workflow for independent property and casualty insurance agents in California and Texas. The offering combines software with placement support from Menlo Insurance Services, operated by Opero Labs Inc.

Agents can prepare one application, review eligible carrier quotes, and organize client follow-up drafts for their agency to review. The workflow brings application preparation, carrier options, and the next client follow-up into one place. It is intended to help agents spend less time retyping information and more time working with their clients.

Menlo Insurance Services also operates as an independent insurance brokerage for personal and business property and casualty coverage. Its offerings include home, auto, general liability, professional liability, cyber liability and commercial property insurance.

Agency owners can book a demo through the Menlo for Agents page to see the workflow and discuss the types of risks they place. Menlo is based at 406 Utah Street, San Francisco, California 94110. Public contact is support@menloinsurance.com or (628) 285-5140.