Menlo for Agents

Menlo for Agents provides back-office software and placement support for independent insurance brokers. Prepare applications, review eligible carrier quotes, draft follow-ups for broker review and sending, organize compliance documents, and coordinate purchase handoff. It is offered by Menlo Insurance Services, an independent property and casualty insurance agency based in San Francisco and serving California, Idaho and Texas. Menlo also provides a documented hosted MCP connection for customers using compatible AI clients: https://www.menloinsurance.com/ai-assistants . The customer chooses the AI client. MCP connection is free; policy premiums are separate. Menlo for Agents pricing is not published. Agency: https://www.menloinsurance.com/ Public contact: [email protected]