Resources · Demo Workflows

See the Agency Brain in Action

Two illustrative workflows showing how ReliaPilot prepares the work for Producers, Account Managers and Agency Owners — and where your people decide.

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  Workflow 1 · Illustrative example

Commercial Renewal

ReliaPilot prepares the renewal work — what's due, what changed, how the quotes compare — and the Account Manager and Producer make every decision.

Who decides: Agents look up, draft and propose. Your people confirm changes, choose the market and send every email. Every AI run is on record.

T – 120 Days
Renewals List
Account Manager
ReliaPilot lists every renewal due in the next 30–120 days. The AM asks Agency Brain about the account's policies, notes and open cases, and gets answers from the agency's own records.
T – 90 Days
Renewal Intake
Account Manager
With Flexible Intake, the AM starts a renewal from the account. Answers the account already has carry in, and each locked version lists what changed in plain words.
T – 75 Days
Policy Compare
Producer
A side-by-side, field-by-field comparison of two policies shows the producer exactly what changed from last year's terms.
T – 45 Days
Quote Comparison
Producer
The producer enters each carrier's quote. Lower limits, higher deductibles, added exclusions and lines not quoted are flagged, and the email to the insured is drafted. The producer reviews it and sends it.
T – 30 Days
Owner Check-In
Owner / COO
The owner asks Agency Brain about premium, renewals and retention by producer, carrier or line — and can see every AI run that touched the account.
Agency Brain prepares
A person decides (Account Manager, Producer, Owner / COO)
  Workflow 2 · Illustrative example

New Business Submission

A referral comes in. ReliaPilot asks each question once, fills the ACORD forms and carrier applications from one set of answers, and drafts the submissions. The producer reviews and sends them.

Who decides: Nothing goes to a carrier, and nothing is bound, without your people.

Monday · 9 AM
What We Already Know
Agency Brain
The producer asks Agency Brain what the agency already knows about the referral — existing accounts, contacts and notes — answered from the agency's own records.
Monday · 1 PM
Ask Once
Account Manager
The AM picks the lines and carriers. Questions assemble from the ACORD forms, each carrier's application and the agency's own forms — each fact asked once, with carrier fit shown as it goes.
Tuesday · 10 AM
Ready to Submit
Producer
Readiness checks catch missing answers before anything is produced. ACORD forms, carrier applications and the agency's RFQ come from one locked version, and each carrier's submission email is drafted for the producer to send.
Thursday · 2 PM
Quote Comparison
Producer
Quotes are lined up side by side. Lower limits, higher deductibles and new exclusions are flagged before the producer recommends one, and the comparison PDF is ready for the client.
Friday · 9 AM
On Record
Owner / COO
The submission and its documents go to the lead in AgencyZoom. Every answer keeps its history, and every AI run is recorded step by step.
Agency Brain
Agency Brain prepares
A person decides (Account Manager, Producer, Owner / COO)

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