We built ReliaPilot because we've seen what happens when talented producers and account managers spend 60% of their day on admin work instead of serving clients. The technology to fix this exists — we're making it accessible to independent brokerages and agency networks, not just the top 10 nationals.
Book a Demo →AI engineers and industry operators building the Agency Brain for independent brokerages
Insurance Industry veteran, who helps define product roadmap, lead strategic partnerships and be a sounding board as voice of the Insurance stakeholders.
John brings over four decades of executive leadership, regulatory expertise, and strategic growth experience to our advisory board. A recognized leader in the insurance sector, he currently serves as Managing Director and Partner of Strategic Agency Partners (SAP) and Co-Founder of Grupo Sosa Insurance.
Previously, as CEO of Agency Network Exchange (ANE), John grew the platform into the 11th largest network in the nation, managing over $1 billion in combined agency premiums. He also served as the chief lobbyist and spokesman for New Jersey's $12 billion property/casualty insurance industry, successfully driving major legislative reforms. His deep understanding of enterprise scale and complex regulatory landscapes is invaluable to our strategic roadmap.
Visionary leader with diverse experience in technology and business strategy. Passionate about making AI accessible to independent insurance agencies and brokerages.
We are a team of industry veterans and AI engineers building the Agency Brain for independent insurance brokerages and agency networks. Our mission is to automate the admin work that consumes producers, account managers, and CSRs — so agencies can compete on expertise and relationships, not headcount.
"We've spent time inside agencies and seen the same pattern everywhere: talented people trapped in rekeying loops, manual reconciliations, and tribal knowledge that walks out the door with every staff change."
The technology to fix this has existed for years — it just hasn't been packaged for how insurance agencies actually work. ReliaPilot is insurance-native from the ground up. AMS-connected. Human-in-the-loop on every action. Built to sit beside your producers and CSRs — not replace them.
We're just getting started.
We don't build generic AI. We build for insurance — and that shapes every decision we make.
Everything built around how agencies actually work — not generic SaaS wrapped in insurance terminology. ACORD forms, AMS workflows, and carrier appetites are first-class concepts.
AI that earns trust by asking for approval. Every action logged. No AI takes autonomous action on your book of business. E&O-safe by architectural design, not by policy.
Junior producers running D&O workflows. CSRs handling commercial COIs with confidence. Agency Brain makes the expertise of your best people accessible to everyone on the team.
Admin work should be automated, not tolerated. Producers and account managers should spend their time on relationships and coverage decisions — not rekeying ACORD forms.
We don't ask you to trust AI blindly. We log everything, require human approval at every step, and give you the audit trail your E&O carrier will ask for.
Your agency's intelligence compounds over time. Every placement decision, carrier note, and client interaction — preserved, searchable, and actionable. Knowledge that stays when people leave.
Most agencies go live on their first workflow within 30 days. No IT project. No rip-and-replace. Three senior AI experts dedicated to your deployment.