ReliaPilot lists every renewal due in the next 30–120 days, carries the account's answers into the renewal, and lines up carrier quotes side by side. Agency Brain answers questions about the account from your agency's own records.
Property deductible, each occurrence: $2,500was $1,000
Renewals surface when someone remembers them, and prep often starts late.
ReliaPilot lists every renewal due in the next 30–120 days, so you can see what's coming and start in time.
The renewal application means retyping the name, FEIN, locations, vehicles and drivers the agency already has.
Start the renewal from the account in Intake. Answers the account already has carry in, and each locked version lists what changed in plain words.
Renewal quotes are compared line by line. A lower limit or a new exclusion is easy to miss.
The quote comparison flags lower limits, higher deductibles, added exclusions and lines not quoted, builds the comparison PDF and drafts the email to the insured.
You review it and send it.Lists every renewal due in the next 30–120 days, so you can see what's coming and start in time.
Agency Brain →In Intake, a renewal starts from the account. Name, DBA, FEIN, address, locations, vehicles and drivers carry in; the Business details tab keeps them current.
Intake →Every output comes from a locked version, and each version lists what changed in plain words. Every answer keeps its history.
Submission processing →Side-by-side, field-by-field comparison of two policies, such as this year's and last year's, with each difference highlighted where it is in the source documents.
Policy check & comparison →Enter or upload each carrier's quote. Lower limits, higher deductibles, added exclusions and lines not quoted are flagged, and the comparison PDF is built for the insured.
Policy check & comparison →Ask about accounts, policies, cases and renewals, and get answers from your agency's own records. Brain drafts the email; you review it and send it.
Agency Brain →Every renewal starts from the account's answers, and every quote is lined up against the others before you recommend one.
Start with the renewals list and Policy check & comparison. Bring an expiring policy and its renewal, and we'll show you the differences.
Most pilots start within a week, and the first 30 days are free.