We built ReliaPilot because we've seen what happens when talented producers and account managers spend much 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.
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 take the admin work off 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, built on ACORD forms, carrier applications and contracts. AI drafts and proposes; a person confirms every change. Built to sit beside your producers and CSRs — not replace them.
We're building the agentic operating layer for insurance: agents that work under the authority of the agencies and brokerages that use 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 drafts and proposes; a person confirms every change. Automations you set up run exactly as you configure them, and are logged. Our agents can't change a record, send an email or contact a carrier on their own.
Newer staff getting answers from the agency's own records. CSRs checking certificates against the contract with COI review. 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. Data changes and AI runs are recorded, a person confirms every change, and COI evidence packs give your E&O carrier the record it 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.
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.
"Having run the 11th largest agency network in the country, I can tell you this is exactly what independent brokers need to compete."
Visionary leader with diverse experience in technology and business strategy. Passionate about making AI accessible to independent insurance agencies and brokerages.
No IT project. No rip-and-replace. Your people stay in charge of every decision.
Most pilots start within a week, and the first 30 days are free.