Resources · Demo Workflows

See the Agency Brain in Action

Two end-to-end workflows showing how ReliaPilot works across Producer, Account Manager, and Agency Owner — from first signal to close.

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  Workflow 1

High-Value Renewal Cycle

The Agency Brain triggers and executes a full commercial renewal — from a 100-day signal to coverage expansion — without the Account Manager having to remember a single deadline.

Outcome: Book value increase via automated cross-sell intelligence. 48-hour market-speed advantage vs. the 10-day industry average. Zero manual prep time for the Account Manager.

T – 100 Days
Signal Detection
Account Manager
ReliaPilot triggers the renewal launch. The AM's morning queue shows the account with prep status, prior loss narrative, and full coverage history — ready to review.
T – 90 Days
Intelligent Prep
Account Manager
Agency Brain pre-fills the renewal application from last year's data. AM reviews the Difference Report and triggers the client data-confirmation portal with one click.
T – 75 Days
Risk Gap Analysis
Producer
Queryable Brain surfaces a Cyber coverage gap based on updated revenue figures. Suggests coverage limits for the new exposure and benchmarks against SIC-code peers automatically.
T – 60 Days
The Strategy Meet
Producer
Producer presents the AI-generated Risk Expansion Brief. Client reviews the coverage story — not just the premium — and binds the renewal plus the Cyber upsell in the same meeting.
T – 30 Days
Executive Review
Owner / COO
COO validates cross-sell lift on the dashboard. The winning playbook — trigger, gap analysis, brief format — is pushed to the entire brokerage for every similar account.
Account Manager
Producer
Owner / COO
  Workflow 2

New Pipeline Conversion

A high-value referral comes in on Monday morning. By Friday it's bound. Zero manual data entry from intake to quote — and the COO has the analytics to prove the cycle time.

Outcome: Market-speed advantage — 48-hour full cycle vs. the 10-day industry average. Zero manual data entry from phone intake to carrier submission.

Monday · 9 AM
Instant Intake
AI Receptionist
Agency Brain identifies a high-value referral from an incoming call. Auto-triggers a welcome sequence and data-collection request — account enters the pipeline with zero human action required.
Monday · 1 PM
Rapid Mapping
Account Manager
AM uses Agency Brain to map coverage requirements and submit into carrier applications in under 10 minutes. No portal-hopping. No rekeying the same data into four systems.
Wednesday · 10 AM
Quote Analysis
Producer
Agency Brain pulls carrier historicals and benchmarks the quotes. Producer selects optimal deductible structures with a full comparison view — no spreadsheet, no manual analysis.
Wednesday · 2 PM
Client Proposal
Producer
Agency Brain generates a branded proposal draft in 2 minutes. Producer reviews, adds context, and sends. The client has a coverage story — not just a premium — the same afternoon.
Friday · 9 AM
Analytics Review
Owner / COO
COO confirms a 48-hour turnaround cycle vs. the 10-day industry standard. Reviews quote-to-bind ratio, average cycle time, and new revenue booked — dashboard updates automatically.
AI Receptionist
Account Manager
Producer
Owner / COO

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