Solutions / By role / Agency owner For agency owners

AI agents that work under your authority.

Pause any agent, or all AI, at any time. Set monthly budgets. See every AI run step by step, with its cost. Ask Agency Brain about your book, and keep what your team knows inside the agency.

Illustrative example
A day in the life

Know what your AI did, and what your book is doing.

Before

The owner wants premium and retention by producer. That means pulling reports from the AMS by hand.

With ReliaPilot

Ask Agency Brain about premium, renewals and retention by producer, carrier or line, answered from the agency's own records.

Before

An AI tool runs in the background. Nobody can say what it did, what it read, or what it cost.

With ReliaPilot

Every AI run is recorded step by step: the agent, the tools, the records read, the model and the estimated cost.

Admins can pause any agent, or all AI, and stop a single run.
Before

The agency's best producer leaves. What they knew about carriers and clients leaves with them.

With ReliaPilot

Agency Brain proposes memories from daily work, and that knowledge stays with your agency.

A person confirms each memory before it's saved.
Features for agency owners

Your rules. Your record. Your book.

Pause and stop

Pause any agent, or all AI, for your agency, and stop a single run. Work in progress stops at its next step.

How our agents work →

Monthly budgets

Set monthly AI budgets for the agency. You also see every switch ReliaPilot makes on our side, and the reason for it.

How our agents work →

Run traces with cost per run

Each AI run is recorded step by step: which agent, which tools, which records it read, which model, what it cost, and which version of your instructions it followed.

How our agents work →

Evidence packs

Every COIVerify review produces an evidence pack: the documents received, the requirements version, your rulings, every check, and every decision with who made it.

COI review →

Ask Agency Brain about your book

Premium, renewals and retention by producer, carrier or line, asked in plain English and answered from your agency's own records.

Agency Brain →

Knowledge kept in the agency

Agency Brain proposes memories; a person confirms each one before it's saved. Your agency's memory is kept separate from every other agency's data.

Agency Brain →

Your agents work inside the limits you set. Your people make the decisions. Every AI run is on record.

Related features
Start with a pilot

Put AI to work under your rules.

See the controls, budgets and run traces in a demo.

Most pilots start within a week, and the first 30 days are free.