"Having run the 11th largest agency network in the country, I can tell you this is exactly what independent brokers need to compete."
John TieneStrategic Advisor to Reliaminds; former CEO, Agency Network Exchange
ReliaPilot takes in new business, prepares submissions, checks certificates against contracts and compares policies, all around an Agency Brain that knows your book.
Every step stays inside your limits, waits for your people at each decision, and is on record.
The work isn't hard. It's relentlessly manual, and the misses become E&O claims.
ACORD forms, each carrier's application and your own forms all ask for the FEIN, the payroll and the fleet, each in its own format.
Contracts ask for specific limits, endorsements and wording. Certificates show some of it; endorsements prove the rest.
An expiring policy against its renewal, or three carriers' quotes, read page by page to spot the lower limit or the new exclusion.
Agency Brain holds what your agency knows. Each feature works from the same account records, so what you learn in one shows up in the next.
Ask anything about your book and get answers from your agency's own records: accounts, policies, renewals and the knowledge your team has saved. It drafts emails, proposes what to remember, and hands certificate questions to COIVerify.
Memories it proposes are saved only when a person confirms them.
Each question asked once, assembled from ACORD forms, carrier applications and your own forms. Readiness checks show what's still missing.
Intake →ACORD forms, carrier applications and your RFQ from one locked version. Emails drafted and carrier portals pre-filled. Your producer reviews and submits.
Submission processing →Certificates and endorsements checked against the contract, with every finding shown on the page. Your team confirms the verdict.
COI review →Differences between two policies found and highlighted where they sit in the source document. Carrier quotes compared side by side too.
Policy check & comparison →A defined job, limited access and a supervisor. Our agents look things up, draft and propose. Your licensed people confirm, send and bind.
Rules decide what AI may do. Logs show what it did.
ACORD forms and carrier applications from one set of answers, with carrier fit as you go.
Expiring and renewal policies compared, quotes side by side, answers from the Brain.
Every finding shown on the page, the gap email drafted, the evidence pack kept.
Pause any agent, set budgets, see every run with its cost, keep evidence packs.
Answers from the Brain before you walk in, and new-business submissions from one set of answers.
Built for agencies that answer to clients, carriers and their E&O insurer.
Each agency's data is logically separated, and every route is tested against cross-agency access.
AI runs on Amazon Bedrock. We never train or fine-tune a model on your data.
Data changes and AI runs are recorded, and the record can't be edited in ReliaPilot.
AI drafts and proposes; a person confirms every change. Pause any agent at any time.
"Having run the 11th largest agency network in the country, I can tell you this is exactly what independent brokers need to compete."
Your team keeps the license and the relationships; our agents take the rekeying.
Governance across every office: per-agency controls, budgets and run traces with cost per run.
Member agencies each set their own controls and keep their own record, on one platform.
Pick the work that costs your team the most time. We set it up with you, and your people stay in charge of every decision.
Most pilots start within a week, and the first 30 days are free.