ReliaPilot is built on three interlocking layers — Integration, Workflow Orchestration, and a Queryable Chat Agent — that work together to make every brokerage queryable and scalable.
Bi-directional connectors to your AMS, CRM, email, phone, and carrier portals. No rip-and-replace. No IT project. No disruption to existing workflows — live in 30 days.
Insurance-native agentic workflows — built around how brokers actually win. Agent-driven, human-approved, E&O-aware. Zero rekeying across every workflow.
Build your Agency Brain. Become a brokerage where you can ask questions and trust the answers — powered entirely by your own data, not a generic AI model.
"Which expiring accounts haven't started renewal prep?"
Found 7 accounts expiring in the next 60 days with no renewal activity logged.
"Show me every cross-sell opportunity over $5K."
12 opportunities identified. Top match: TechCore Solutions — Cyber liability gap, estimated premium $8,400. Want me to draft a proposal?
"Quote-to-bind ratio last week."
Last week: 68% quote-to-bind. Average submission cycle time: 1.4 days. Top producer: Maria Chen (4 binds).
Two real workflows that cross all three roles — Producer, Account Manager, and COO — showing end-to-end coverage across the brokerage.
Outcome: Book Value Increase via automated cross-sell intelligence. 48h market speed advantage vs. 10-day industry average.
Outcome: Market Speed Advantage — 48h full cycle vs. 10-day industry average. Zero manual data entry from intake to quote.
We don't compete with the system of record — we make it 10× more valuable.
Outcome ranges reflect product design targets informed by industry research and early-customer deployments. Individual results vary by book composition, workflows, and integration scope. Early-customer outcomes describe a single named engagement and should not be interpreted as average results.
30-day pilot. 3 senior AI experts. No cost. All we ask is 2–4 hours a week and a commitment to try it for a month.
Questions? (571) 571-1753 · solutions@reliaminds.ai