Four pillars.
One platform.

ReliaPilot is built on four interlocking layers — Integration, Workflow Orchestration, Agency Brain, and a Queryable Chat Agent — that work together to make every brokerage queryable, scalable, and self-improving.

Agency Brain · Intelligence Layer

👥

Your Team

Producers · Account Managers · CSRs · Owners

Queryable Chat Agent

Ask anything. Trust the answer.

Interface

Agency Brain

Every decision encoded. IP compounds.

Your IP

Workflow Orchestration

Submissions, renewals, COIs — automated.

Engine

Integration Layer

AMS · Email · Carrier portals. Live in 30 days.

Foundation

🗄️

Your Existing Systems

Applied Epic · AMS360 · Carrier Portals

Pillar 1 · Foundation Integration Layer

Your entire stack, unified.

Bi-directional connectors to your AMS, CRM, email, phone, and carrier portals. No rip-and-replace. No IT project. No disruption to existing workflows — live in 30 days.

Bi-directional sync

Data flows both ways — reads from your AMS and writes back. Every AI action is reflected in your system of record automatically.

E&O-Aware by Design

All connections are encrypted at rest and in transit. Every AI action is logged with a full audit trail — human-approved at every step.

30-day deployment

Three senior AI experts handle the integration. Your team spends 2–4 hours a week. First workflow live at day 30, guaranteed.

AMS

Applied Epic

AMS360

Communication

Gmail / Outlook

Microsoft Teams

Documents

DocuSign

ZohoSign

CRM & Portals

HubSpot

Carrier Portals

Zoho

AMS

Applied Epic

AMS360

Communication

Gmail / Outlook

Microsoft Teams

Documents

DocuSign

ZohoSign

CRM & Portals

HubSpot

Carrier Portals

Zoho

Pillar 2 · Engine

Workflow Orchestration.

Insurance-native agentic workflows — built around how brokers actually win. Agent-driven, human-approved, E&O-aware. Zero rekeying across every workflow.

Workflow Automation

Submissions, quotes, endorsements, and renewals — the entire lifecycle of a policy automated with zero rekeying. Every step is agent-driven and human-approved before execution.

New submission packets built from ACORD forms and loss runs in minutes

Renewal launches triggered automatically at T–90 days

Endorsement processing routed with full audit trail

Every action logged in your AMS automatically

Core capability

Before & After

Submission prep

4 hr 90 min

Quote preparation

18 min ~3 min

Pre-call brief

15 min 3 min

Customer 360

A unified view of every policy, claim, communication, and coverage gap across the account — all in one place, always current. Surfaces cross-sell and upsell signals automatically.

Policies, claims, and communications unified

Coverage gaps surfaced proactively

Cross-sell signals pushed to producers

Intelligence

Renewal Intelligence

Proactive renewal initiation and alerts at T–90 days. The system surfaces the right accounts, pre-fills renewal applications, and flags coverage gaps before the client meeting.

Automatic trigger at T–90, T–60, T–30

Pre-filled renewal application from prior year

Difference report auto-generated for AM review

Retention

Policy Review & Quote Comparisons

AI-driven side-by-side coverage analysis — gaps and exclusions flagged, options ranked by fit. Every COI is cross-checked against the policy of record before issuance — E&O risk systematically reduced.

Coverage terms analyzed and ranked by fit, not just price

Coverage mismatches flagged before issuance

Audit trail for every comparison made

E&O mitigation

Proposal Generation

Branded client proposals drafted directly from policy data — producer reviews and approves. Consistent, professional proposals delivered in minutes, not hours.

Auto-populated from policy of record

Branded templates per agency

Producer approval before delivery

Automation

SOV Mapping

Schedule-of-values normalization across carrier templates and ACORD forms. Eliminates manual re-entry for commercial submissions — one input, any carrier format.

Normalizes across ACORD 125/126/140

Multi-carrier template mapping

Reduces submission time by 60%+

Data intelligence

100% Omni-channel Coverage

Voice, text, email, WhatsApp — every inbound lead and client message is captured, qualified, and routed 24/7. The AI Receptionist never sleeps.

Voice, SMS, email, WhatsApp — all channels

Instant qualification and routing

After-hours coverage with zero staffing cost

AI Receptionist

Demo Workflows

See it in action.

Two end-to-end scenarios showing the Agency Brain across Producer, Account Manager, and Agency Owner — from first signal to close.

High-Value Renewal Cycle

T–100 to bind — automated renewal prep, cross-sell gap surfacing, and client proposal. 48h market-speed advantage.

See full workflow →

New Pipeline Conversion

Monday intake to Friday bind — zero manual data entry from first call to quote. Full 48h cycle end-to-end.

See full workflow →

Pillar 3 · Differentiation

Agency Brain.

Intelligence that compounds with every interaction — every customer conversation, carrier placement, and employee decision becomes a trace the system learns from. Your agency's judgment stays encoded, permanent, and growing.

The Loop Is Your IP

Every submission outcome, renewal decision, and carrier placement is captured as a private trace. The system improves against outcomes that matter to your business — bind rates, retention, coverage gaps closed — not generic AI benchmarks.

Carrier appetite encoded from your actual placement history

Bind rates tracked by producer, LOB, and carrier

Improvement measured against your business outcomes, not external benchmarks

Intelligence compounds — gets stronger with every interaction

Proprietary advantage

What Compounds Over Time

Carrier appetite by LOB, class code, and geography

Client relationship context and coverage preferences

Producer judgment and placement decisions

E&O risk patterns surfaced from past decisions

Knowledge Retention

When your best producer leaves, their knowledge doesn't walk out with them. Placement decisions, carrier relationships, and client context are permanently encoded in the Agency Brain.

Producer knowledge encoded from every interaction

Carrier relationships and appetite preserved

New hires ramp faster with institutional context

Retention

Queryable Knowledge Base

Institutional memory becomes instantly searchable. Ask about past placements, carrier decisions, or client history in plain English — the answer comes from your agency's own data, not a generic model.

Every placement decision searchable in plain English

Carrier appetite surfaced from your history, not industry averages

Client context retrieved in seconds, not minutes

Intelligence

Pillar 4 · Interface Queryable Chat Agent

The Queryable Insurance Agency.

Build your Agency Brain. Become a brokerage where you can ask questions and trust the answers — powered entirely by your own data, not a generic AI model.

Ask anything

Every policy, claim, carrier note, email, and call is instantly searchable in plain English.

Knows your book

Your producers' decisions, carrier appetite, and culture — securely encoded, self-learning, and queryable.

Acts on your behalf

Drafts, prepares, follows up, and alerts — under E&O-grade human-in-the-loop guardrails.

Secure data

Your customer data never goes to open models. Protection against Shadow AI. Zero data retention with AI providers.

"Which expiring accounts haven't started renewal prep?"

✦ ReliaPilot

Found 7 accounts expiring in the next 60 days with no renewal activity logged.

3 in TX 2 in VA 2 in NC

"Show me every cross-sell opportunity over $5K."

✦ ReliaPilot

12 opportunities identified. Top match: TechCore Solutions — Cyber liability gap, estimated premium $8,400. Want me to draft a proposal?

"Quote-to-bind ratio last week."

✦ ReliaPilot

Last week: 68% quote-to-bind. Average submission cycle time: 1.4 days. Top producer: Maria Chen (4 binds).

Four pillars.One platform.

Your entire stack, unified.

Workflow Orchestration.

See it in action.

Agency Brain.

The Queryable Insurance Agency.

Ready to become a Queryable Agency?

Four pillars.
One platform.