Intake asks each question once across ACORD forms, carrier applications and your own forms. It checks the answers before anything is produced, and Submission processing prepares the package. You review it and send it.
The same FEIN, payroll and fleet details get typed into the ACORD 125, the 126 and each carrier's application, one form at a time.
Intake asks each fact once and shows which carriers need it. Submission processing fills ACORD 125, 126, 127 and 140, plus mapped carrier forms, from those answers.
A submission goes out and comes back for a missing answer or an expiry date before the effective date.
Readiness checks run first. Errors block an output; warnings flag what a carrier may push back on, and the documents still needed are listed.
Quotes come back in different formats. Comparing limits, deductibles and exclusions by hand is slow, and differences slip through.
Enter each carrier's quote. The 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.Intake assembles the questions from the ACORD forms, each carrier's application and supplements, and your own forms. Each fact is asked once; follow-ups appear only when needed.
Intake →Each carrier shows “fits” or “may not fit”, with the reasons and how many extra questions it adds. Wholesaler and MGA routing is supported. Fit is advice, never a block.
Intake →Missing required answers and wrong formats stop an output. Warnings tell you where a carrier may push back. Each carrier's progress is shown as you go.
Intake →The carrier submission (with that carrier's forms attached), loss-run requests and requests for missing information are drafted for your own mailbox. You send them.
Submission processing →Line the quotes up side by side. Lower limits, higher deductibles, new exclusions and missing lines are flagged before you recommend one.
Policy check & comparison →Ask about an account, a policy or a renewal before you pick up the phone. Answers come from your agency's own records.
Agency Brain →ReliaPilot prepares the package. You review it, sign it and send it. Nothing goes to a carrier, and nothing is bound, without you.
Bring an account you're working on. We'll show you the questions, the forms they fill and the drafted submission.
Most pilots start within a week, and the first 30 days are free.