Agentic AI · Built for the Insurance Value Chain

Making every brokerage
queryable and scalable.

ReliaPilot sits on top of your existing AMS, automates workflows under human-in-the-loop guardrails, and gives every employee a plain-English interface to the whole business.

Start Your Free Pilot → See How It Works
100%
Inbound coverage — voice, text, email, WhatsApp
18min → ~3min
Quote preparation, producer reviews and approves
Up to 2×
Producer throughput — same team, no new hires
AMS-native
Bi-directional connectors. No rip-and-replace.
The Problem

Insurance brokers are overloaded with admin tasks.

Agencies run on email, spreadsheets, and tribal knowledge. The agency data is the asset — and it isn't queryable. Every workflow loses leverage to the one before it.

4–7 Systems
System Fragmentation & Data Silos
Producers juggle AMS, CRM, email, raters, and carrier portals — each a separate login, each a separate data silo.
57% spend more than half a day on admin tasks
57% of insurance professionals spend more than half a day on admin tasks
More than half of every producer's day disappears into data entry, rekeying, and manual follow-up instead of selling.
89% quit within 3 years
Staff Turnover & Burnout
Institutional knowledge walks out the door with every departure. 400,000 insurance workers projected to leave the industry by 2026.
Days Lost
Quote Processing Bottlenecks
Commercial submissions take 2–3 days of manual work across portals when it should take hours.
E&O Exposure
Manual Policy-Checking Gaps
Coverage mismatches between binders and issued policies go undetected until a claim surfaces the error.
$400–$900
Customer Acquisition Cost
High CAC driven by slow inbound response, manual qualification, and missed cross-sell opportunities in the existing book.

The agency data is the asset; and it isn't queryable. Every workflow loses leverage to the one before it — until now.

Our Solution · Agentic AI for Insurance

Agentic AI Platform for your brokerage.

Sits on top of your existing systems, automates workflows under human-in-the-loop guardrails, and gives every employee a plain-English interface to the whole business.

The Queryable, Agentic Organization
"Which renewals haven't started prep?"  ·  "Where are our coverage gaps?"  ·  "Show me every cross-sell opportunity over $5K."
Foundation
Integration Layer
Bi-directional connectors to AMS, CRM, email, phone, and carrier portals. No rip-and-replace, no IT project. Live in 30 days.
Engine
Workflow Orchestration
Submissions, COIs, renewals, proposals, and SOV mapping — agent-driven, human-approved, E&O-aware. Zero rekeying.
Interface
Queryable Chat Agent
Insurance-native and actionable. Plain-English answers across the agency's data, decisions, and institutional memory.
Systems of Record
Applied Epic AMS360 EZLynx HawkSoft Salesforce Outlook Phone / Voice Carrier Portals
The Agency Brain

The Queryable Insurance Agency.

Build your Agency Brain. Become a brokerage where you can ask questions and trust the answers — powered by your own data, not a generic AI.

Ask anything
Every policy, claim, carrier note, email, and call is instantly searchable in plain English.
Natural language
Knows your book
Your producers' decisions, carrier appetite, and culture — securely encoded and queryable. Self-learning.
Institutional memory
Acts on your behalf
Drafts, prepares, follows up, and alerts — under E&O-grade human-in-the-loop guardrails.
Human-approved
Secure data
Protect yourself from Shadow AI. Your customer data never goes to open models.
SOC2 compliant
ReliaPilot · Agency Brain
"What should I focus on today?"
"Show me all policies expiring in the next 30 days."
"Which expiring accounts haven't started renewal prep?"
"What's our appetite for restaurant risks in Texas?"
"Show me every cross-sell opportunity over $5K."
"What is our policy distribution by line of business?"
"Draft a new lead welcome email for David Martinez."
"Quote-to-bind ratio last week, average submission cycle time."
Workflow Automation

Insurance-native agentic workflows.

Built around how brokers actually win. We don't replace your stack — we make it intelligent. Live in 30 days.

Workflow Automation
Submissions, quotes, endorsements, renewals — agent-driven, human-approved. Zero rekeying across your entire AMS. Every action is auditable.
Engine · Core
Automates
New submission packets
Renewal launches at T–90
COI cross-checks vs. policy
Endorsement processing
100% Omni-channel Coverage
Voice, text, email, WhatsApp — every inbound lead captured, qualified, and routed 24/7. Never miss a client inquiry again.
AI Receptionist
Customer 360
Unified view of every policy, claim, communication, and coverage gap across the account — all in one place, always current.
Intelligence
Policy Review & Quote Comparisons
Side-by-side coverage analysis with multi-rater cross-checks. Catch mismatches before they become E&O claims.
Risk mitigation
Proposal Generation
Branded client proposals drafted directly from policy data. Producer reviews and approves — delivered in minutes, not hours.
Automation
SOV Mapping
Schedule-of-values normalization across carrier templates and ACORD forms. Eliminate manual re-entry for commercial submissions.
Data intelligence
Renewal Intelligence
Proactive renewal initiation and alerts at T–90. Surface coverage gaps and cross-sell opportunities before every renewal meeting.
Retention
AI Efficiency Outcomes

Measurable impact from day one.

We don't compete with the system of record — we make it 10× more valuable. Embed, don't replace.

Early Outcome
4 hr → 90 min
Submission packet prep at launch partner. 35-producer commercial brokerage on Applied Epic, first 60 days of deployment.
Early Outcome
18 min → ~3 min
AI-prepared quote — producer reviews and approves. Multi-rater cross-check included before every issuance.
Capability
Every COI
Every Certificate of Insurance cross-checked against the policy of record before issuance. E&O risk systematically reduced.
Capability
100% Coverage
Voice · Text · Email · WhatsApp — 24/7 capture and routing. No inbound lead missed, no after-hours inquiry lost.
Commitment
30 Days
From kickoff to first workflow live. Three senior AI experts dedicated to your deployment. No cost for the pilot.
Design Target
Up to 2× Efficiency
Producer throughput — same team, zero new hires. Industry-informed design target based on brokerage research.

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.

Integrations

Plugs into the tools you already use.

Bi-directional connectors to your AMS, CRM, email, phone, and carrier portals. No IT project required.

Applied Epic
AMS
EZLynx
AMS
HubSpot
CRM
Gmail / Outlook
Email
WhatsApp
Messaging
Carrier Portals
Multi-carrier