Lock the submission and ReliaPilot prepares the ACORD forms, the carrier applications, your branded RFQ and the emails, all from the same answers. A browser extension pre-fills supported carrier portals. Your producer reviews, signs and submits.
Each carrier wants its own application, its own supplements and its own portal. Producers rebuild the same submission over and over, and it's hard to say afterwards which version went where.
The answers come from Intake, where each question is asked once.
When the answers are ready, lock them. Every output comes from that one version, and the version lists what changed since the last one.
Fillable ACORD forms, mapped carrier PDFs with continuation pages, your branded RFQ and structured data, plus a push to AgencyZoom.
The carrier submission, loss-run and missing-information emails are drafted. Supported carrier portal forms are pre-filled from the same answers.
Your producer checks the package, signs where a signature is needed, sends the emails and submits each portal form.
Nothing is retyped between forms, so the payroll on the ACORD 125 is the payroll on every carrier application.
Fillable ACORD 125, 126, 127 and 140, built from the intake answers.
Mapped carrier PDFs, with continuation pages when schedule rows run over.
A request for quote in your agency's branding, from the same answers.
The submission as structured data, checked against a schema before it's released.
Two-way with AgencyZoom: submissions and documents go to the lead.
Fields your agency keeps for itself never print on insured-facing forms. Signature boxes are left blank for a person to sign. And each locked version lists what changed in plain words, so anyone can see what was sent and why it differs from the last version.
Illustrative example
The emails are drafts that open in Outlook or Gmail. Your producer reviews them, edits anything, and sends them from their own mailbox.
A submission email for each carrier, with that carrier's forms attached.
A request for loss runs, ready to send to the prior carrier.
A request for the answers or documents still missing.
A note to the insured about the submission.
A browser extension pre-fills supported carrier portal forms from the submission answers. Your producer reviews each form and submits it.
Quotes back from the carriers? Line them up in Policy check & comparison →
ReliaPilot prepares the package, drafts the emails and pre-fills the portal forms. Your producer reviews, signs and sends. Nothing goes to a carrier, and nothing is bound, without your people. How our agents work →
Forms, applications, RFQ and emails prepared from one set of answers. You review and send.
Every output comes from a locked version, with a plain-language list of what changed.
Bring an account and the carriers you'd send it to. We'll show you the forms, the RFQ and the drafted emails from one locked version.
Most pilots start within a week, and the first 30 days are free.