Arelvo helps commercial insurance brokerages identify companies experiencing meaningful risk changes, reach the right decision-makers, capture renewal timing, automate onboarding and service, protect renewals, surface at-risk accounts, and uncover cross-sell opportunities across the book.
Works with your existing CRM, AMS, email, calendar and service workflows.
New offices, facilities, warehouses or operating sites.
New real estate may create new exposure.
More vehicles, drivers or field operations.
Changes in headcount can affect multiple commercial lines.
Operations move into new states or territories.
Acquisitions and mergers can create major coverage changes.
Fast-growing businesses may quickly outgrow existing policies.
Leadership changes can create broker-review windows.
New products or operations may change risk.
Major customer or government contracts can alter insurance requirements.
Turn client changes into review opportunities.
Resurface accounts that were previously poor timing.
Every target moves through the same qualification pipeline before a producer sees it.
Understand what actually changed and why it matters for coverage.
Prioritize the businesses that fit your brokerage's appetite.
Find the CFO, COO, risk manager or owner who owns the insurance decision.
Capture current-broker and renewal-timing signals before outreach.
New 180,000 sq. ft. warehouse
Arelvo routes companies into the appropriate campaign and producer workflow based on business type and observed changes — this prioritizes account review, it does not make coverage determinations.
Workers' comp, commercial auto, general liability, equipment, umbrella.
Property, product liability, workers' comp, equipment breakdown, cyber.
Cyber, E&O, D&O, EPLI.
E&O, cyber, EPLI, general liability.
“We renew in November. Reach back out closer to then.”
Arelvo extracts renewal timing from conversations and automatically resurfaces the account on a schedule that leads up to it.
Send leads to the right producer.
Company, industry, growth, locations, fleet, buyer, trigger, prior correspondence.
Capture discovery automatically.
Pull out current broker, renewal timing, locations, fleet, employees, pain points, decision process and next steps.
Write structured fields automatically.
Generate post-call recap and next step.
Monitor proposal status.
Surface deals that stop moving.
Bring lost prospects back before their next renewal.
Arelvo does not independently make coverage determinations or replace licensed advice. Sensitive or judgment-heavy requests are escalated to your team.
The exact timing is configurable by brokerage.
Arelvo can identify these patterns and create a producer task automatically:
Major account with no recent producer interaction.
Renewal approaching without contact.
Service issue without producer visibility.
High-value client without scheduled review.
Each entry includes why now, potential value, relevant contact and a recommended action.
42 min remaining — within SLA.
4 hr remaining — within SLA.
Overdue — escalated.
Potential review.
Potential coverage review.
Review exposure.
Review relevant lines.
Major account review.
Potential new exposure.
Review multi-state operations.
Where approved account data supports it.
Arelvo continuously monitors previous prospects for:
So the number that matters to each role is easy to find.
Actual revenue, pipeline and protected revenue are always shown separately so the numbers stay credible.
Arelvo connects the systems your producers and account managers already use rather than requiring a rip-and-replace. Only real, supported integrations are shown — not a wishlist.
Syncs contacts, accounts, opportunities and renewal dates.
Sends outreach and captures replies automatically.
Books producer and account-review meetings.
Routes and classifies inbound service requests.
Stores and retrieves policy documents and certificates.
Delivers alerts and notifications where your team already works.
See how Arelvo can connect new-business intelligence, client onboarding, service automation, renewal management, account health and expansion around your existing brokerage systems.
Book Your Commercial Insurance Demo →No rip-and-replace · Built around your current systems · Configured to your brokerage workflows