Flexible Intake asks each question once, across ACORD forms, carrier applications and your own forms. It checks the answers before anything is produced and prepares the package. Your producer reviews it and sends it.
ACORD forms, each carrier's application and supplements, and your own forms all ask for the same facts in different places. Every retype is another chance for an answer to drift, and nobody can see what's still missing until a carrier asks.
Find or add the account, then pick new business, renewal, rewrite or supplemental. What you already know about the insured carries in.
The questions assemble from the ACORD forms, each carrier's application and your own forms, each asked once. Carrier fit shows as you go.
Follow-ups appear only when needed, schedules are entered once, and readiness checks show what's still missing.
Lock the version and Submission processing prepares the forms, the RFQ and the drafted emails. Your producer sends them.
The questions come from the forms that actually need them, so your team answers each one once and sees exactly why it's being asked.
Name, DBA, FEIN, address, locations, vehicles and drivers carry in. The account's Business details tab keeps them current for next time.
The ACORD forms for your lines, each carrier's own application and supplements, and your agency's own forms. Each fact is asked once, showing which carriers need it.
A follow-up appears only when an answer calls for it. Question sets can be limited to a line, class or state.
Locations, vehicles, drivers and practitioners are entered once and ticked for each line that needs them.
Each carrier shows "fits" or "may not fit", with the reasons (line, state, class, limits) and how many extra questions it adds. Fit is advice, never a block. Your producer decides where to go.
Placements that go through a wholesaler or MGA are supported, so their applications are part of the same set of answers.
Before anything is produced, the answers are checked. A missing required answer, a wrong format or an expiry date before the effective date stops that output until it's fixed. Limits outside a carrier's appetite, or percentages that don't add to 100, show as warnings: your team sees them and decides. Readiness also lists the documents still needed and each carrier's progress.
Illustrative example
Every answer keeps its history. Each locked version lists what changed, in plain words.
Sensitive answers are encrypted and masked, and every reveal is recorded.
Our team sets up each carrier's or agency's form once: its questions, its field map and its output. A tested setup moves from test to production without retyping.
Your agency admin switches lines, carriers and outputs on or off, makes fields required, optional or hidden, and sets underwriter contacts.
ReliaPilot prepares the package. Your producer reviews, signs and sends it. Nothing goes to a carrier, and nothing is bound, without your people. How our agents work →
Each question asked once, and a clear list of what's still missing before anything goes out.
Your admin decides which lines, carriers and fields are on. Every answer and every locked version keeps its history.
Bring an account and the carriers you'd send it to. We'll show you the questions, the carrier fit and the readiness checks.
Most pilots start within a week, and the first 30 days are free.