Arelvo helps employee-benefits brokerages identify growing employers, reach the right HR and finance decision-makers, capture renewal timing, automate onboarding and enrollment operations, handle routine service requests, detect client risk, and uncover account-expansion opportunities automatically.
Works with your existing CRM, benefits systems, email, calendar and service workflows.
Employers adding people quickly.
25, 50, 100, 250+ employees.
New CHRO, VP People, HR Director, Head of People.
Especially relevant in smaller and mid-sized employers.
Companies entering a new growth phase.
Potentially creating new populations and benefit complexity.
More jurisdictions, employees and operational complexity.
Distributed employee bases.
Potential headcount and benefit expansion.
Potential plan or administration changes.
Resurface accounts when timing improves.
Turn growth into account reviews.
Understand growth, leadership changes and complexity before outreach.
Prioritize the employers most worth a broker's time.
Capture current-broker and renewal-timing signals early.
Reference the employer's actual growth and leadership changes.
82 employees — up 37% in 6 months
“We're locked in until January. Reach back out in October.”
In October, Arelvo refreshes employer data, updates headcount, identifies leadership changes, reopens the opportunity and alerts the broker.
Send to the right broker/producer.
Employer growth, headcount, locations, leadership changes, renewal timing, prior conversation.
Capture the discovery conversation.
Pull out current broker, renewal date, employee count, states, current challenges, HRIS/payroll systems, implementation concerns, decision process and next steps.
Populate fields automatically.
Create recap and next steps.
Track the sales process.
Surface opportunities that stopped moving.
Bring them back before the next renewal.
| Employer | Progress | Go-Live | Blockers | Risk |
|---|---|---|---|---|
| Acme | 88% | Oct 1 | Census update | Low |
| Vertex | 61% | Sep 15 | Eligibility rules | Medium |
| Northstar | 39% | Sep 7 | Carrier files | High |
Arelvo monitors for every active implementation, then escalates automatically:
Launch approved communications.
Sent based on enrollment status.
Escalate as deadlines approach.
Chase census, eligibility or approval items.
Send approved plan materials.
Coordinate enrollment sessions.
Monitor participation/completion.
Identify gaps before the enrollment window closes.
Capture employer and employee feedback.
Arelvo does not independently make eligibility determinations, interpret ambiguous plan coverage, provide medical advice, or replace licensed benefits guidance.
Coverage interpretation, eligibility determinations and other judgment-heavy requests are escalated to your team automatically.
The cadence is configurable by brokerage.
Sarah Chen, VP People at Acme, changes jobs. Arelvo creates two parallel workflows.
More covered lives / increased complexity.
Broader operating footprint.
Additional employee population.
Potential account expansion.
Opportunity for strategic review.
Potential benefit/service changes.
Where approved account data supports review.
Captured right after go-live.
Captured after the enrollment window closes.
A lightweight check between renewals.
Captured after the renewal is complete.
Triggered after a successful implementation, successful open enrollment, smooth renewal or high CSAT — not blindly sent to every customer.
For former clients, Arelvo monitors:
Each entry includes why now, health, potential value and a recommended action.
Arelvo coordinates actions across the tools your team already uses rather than forcing another platform migration. Only real, supported integrations are shown.
Syncs contacts, accounts and opportunities.
Connects to your benefits admin platform.
Pulls census and eligibility data.
Sends outreach and captures replies automatically.
Books broker and renewal meetings.
Routes and classifies inbound service requests.
Stores and retrieves plan documents.
Delivers alerts where your team already works.
See how Arelvo can connect employer acquisition, implementation, open enrollment, service, renewal management, retention and account expansion around the systems your team already uses.
Book Your Employee Benefits Demo →No rip-and-replace · Built around your current systems · Configured to your brokerage workflows