Arlo Quoting Dashboard
The Arlo Quoting Dashboard makes it easy to quote groups and guide them through implementation. No more email tag!
The Arlo Quoting Dashboard makes it easy to quote groups and guide them through implementation. No more email tag!
How it works
Quoting Dashboard
Quoting Dashboard
See what you can do through the Arlo Quoting Dashboard.
Submit Quotes
Clean up and standardize your submission in under 3 minutes - no email back-and-forth necessary.
Provide group information
Upload and clean the enrollment census
Select the right plan designs
Submit Quotes
Clean up and standardize your submission in under 3 minutes - no email back-and-forth necessary.
Provide group information
Upload and clean the enrollment census
Select the right plan designs
Submit Quotes
Clean up and standardize your submission in under 3 minutes - no email back-and-forth necessary.
Provide group information
Upload and clean the enrollment census
Select the right plan designs
Standardize Census
Catch missing or incorrect information immediately while submitting census files.
Catch invalid data (e.g., invalid DOBs)
Catch missing data (e.g., missing dependents)
Download the cleaned file for your internal use
Standardize Census
Catch missing or incorrect information immediately while submitting census files.
Catch invalid data (e.g., invalid DOBs)
Catch missing data (e.g., missing dependents)
Download the cleaned file for your internal use
Standardize Census
Catch missing or incorrect information immediately while submitting census files.
Catch invalid data (e.g., invalid DOBs)
Catch missing data (e.g., missing dependents)
Download the cleaned file for your internal use
Review Quotes
View quote submissions and proposals in one place.
View rates
Download proposals in PDF and Excel
Configure the fee stack (admin & broker fees, etc)
Review Quotes
View quote submissions and proposals in one place.
View rates
Download proposals in PDF and Excel
Configure the fee stack (admin & broker fees, etc)
Review Quotes
View quote submissions and proposals in one place.
View rates
Download proposals in PDF and Excel
Configure the fee stack (admin & broker fees, etc)
Guided Implementation
Stay on top of the implementation process with our live, guided implementation checklist.
Maintain a running todo list
Download original & upload signed documents
Verify final enrollment
Guided Implementation
Stay on top of the implementation process with our live, guided implementation checklist.
Maintain a running todo list
Download original & upload signed documents
Verify final enrollment
Guided Implementation
Stay on top of the implementation process with our live, guided implementation checklist.
Maintain a running todo list
Download original & upload signed documents
Verify final enrollment
Manage Quotes
Keep track of all historical quote submissions.
View all of your submissions
CRM-lite functionality
Manage Quotes
Keep track of all historical quote submissions.
View all of your submissions
CRM-lite functionality
Manage Quotes
Keep track of all historical quote submissions.
View all of your submissions
CRM-lite functionality
Live Insights
We share live metrics on your groups spend and flag savings opportunities for you to act on.
View claims reports
Visualize spend categories
Review savings opportunities
Live Insights
We share live metrics on your groups spend and flag savings opportunities for you to act on.
View claims reports
Visualize spend categories
Review savings opportunities
Live Insights
We share live metrics on your groups spend and flag savings opportunities for you to act on.
View claims reports
Visualize spend categories
Review savings opportunities
Setup new plan designs
Groups like to have an apples-to-apples comparison against their current options. Set up and get quotes for custom plan designs.
Set up custom SBCs
View quotes for custom SBCs
Setup new plan designs
Groups like to have an apples-to-apples comparison against their current options. Set up and get quotes for custom plan designs.
Set up custom SBCs
View quotes for custom SBCs
Setup new plan designs
Groups like to have an apples-to-apples comparison against their current options. Set up and get quotes for custom plan designs.
Set up custom SBCs
View quotes for custom SBCs