Our agents work like new hires without a license: a defined job, limited access and a supervisor. They look things up, draft and propose. Your licensed people confirm, send and bind. Every step is on record.
A model provider's assurances don't take responsibility off your agency's desk. Capable models can be wrong, and their behavior can't be traced to code the way software can.
So we give our agents the same treatment you'd give a capable new hire: a role, permissions, a supervisor and a record.
Authority is set by ReliaPilot, narrowed by your agency, and exercised in the workflow, with a person at each decision.
We can switch off any agent, tool or model, and every run has limits on steps, time and usage. Our agents have no tools that change your records.
Your admins can pause any agent, or all AI, stop a single run, set budgets, and keep your agency's own instructions and rulings. You see every switch we make, and why.
Each agent has one job and the tools for it. What it prepares waits for a person at the decision points: confirming a certificate verdict, creating submission forms, sending an email.
Before every step, ReliaPilot checks its own controls, your agency's controls and the asking user's permissions. If an agent is paused, switched off or over its limits, the work stops. Changes wait for a person to confirm. Every step is recorded.
Agents can't change a record, send an email or contact a carrier on their own. A change an agent proposes happens only when a person clicks Confirm, under that person's permissions, and the confirmation is logged.
Each AI run is recorded step by step: which agent, which tools, which records it read, which model, what it cost, and which version of your instructions it followed. Opening the conversation text takes audit permission, and every view is logged.
Which agent ran, each step it took, and the tools it used.
The records it read, the model, tokens and estimated cost, and the version of your instructions it followed.
Prompts and responses open only with audit permission, and each view is logged before the text appears.
Certificate reviews produce an exportable evidence pack: documents received, checks run, and who decided.
An agent works with the permissions of the person asking: their agency, their role, their assigned workflows. Another agency's data is never in reach.
Only the records of the agency the person works in.
Only what that person's role is allowed to open.
Only the workflows that person is assigned to.
Authority is set at the platform, narrowed by each agency, and exercised in the workflow, with a person accountable at each decision. Leaders get the controls and the record to show how AI is used across the brokerage.
Pause any agent, or all AI, for one agency, and stop a single run.
Monthly budgets for AI use, set by the agency's admins.
Run traces with the model, tokens and estimated cost of each run.
An exportable record of every certificate review and who decided.
Today, the workflow layer means one job, fixed tools, and a person at each decision. Rules your agency sets for each workflow step are not built yet. We'll say so on this page when they are.
Bring your owner, your E&O questions and your compliance lead. We'll show you the controls, the confirmations and the record behind every run.
Most pilots start within a week, and the first 30 days are free.