ReliaPilot · For CSRs

Process every COI, endorsement, and
coverage question in minutes.

Handle more volume without more headcount. Every certificate cross-checked against the policy of record. Every coverage question answered in seconds. E&O exposure eliminated at the source.

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Day in the Life

Before ReliaPilot. After ReliaPilot.

Before
COI request comes in by email. CSR pulls the policy manually, checks the AI, types the COI in the AMS, emails it back. 18 minutes.
After
CSR asks ReliaPilot. Policy cross-checked, limits verified, additional insured confirmed — certificate cleared and sent. 2 minutes.
Before
Coverage question from client takes 10 minutes to answer — pulling the dec page, reading the policy, drafting a reply.
After
CSR asks ReliaPilot about the policy. Answer in 30 seconds, with the exact policy language cited.
Before
Certificate holder sends a contract requiring Additional Insured, Waiver of Subrogation, and $2M GL minimum. CSR manually checks the policy, finds a limit gap, has to go back to the AM. Back and forth for hours.
After
The contract is read, the policy cross-checked, and the limit deficiency flagged before the CSR touches it. Issue caught in seconds, not hours.
Workflows Built for CSRs

Handle more volume. Expose less risk.

COI Validation Intelligence
Every certificate cross-referenced against the policy of record before it leaves the agency — limits, additional insured language, effective dates, and endorsements verified. E&O exposure caught at the source.
Coverage Question Answering
Policy language lookup in seconds. Cite the exact policy section, interpret the language, and draft the client response.
Policy Review for Accuracy
Issued policy compared to binder. Coverage mismatches, limit discrepancies, and missing endorsements flagged before the client ever calls.
Contract Requirements Checking
Certificate holder's contract requires specific additional insured language, waiver of subrogation, or minimum limits? Read the contract and flag any policy deficiency before the COI is issued.
Email & Request Triage
Client emails pre-worked before the CSR opens them — a COI request arrives with the policy already pulled and limits verified, a coverage question arrives with the relevant policy section already cited. Routing is basic; intelligence is the point.
Claims Coverage Intelligence
When a claim comes in, read the incident details against the policy before the CSR makes a single call — coverage determination, relevant exclusions, and carrier next steps surfaced immediately. The AMS handles the log; Agency Brain handles the answer.

Eliminate COI E&O exposure. Start in 30 days.

COI issuance is the highest-impact first workflow for most CSR teams. Go live in 30 days.

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