Agentic AI offers ReliaPilot, an insurance‑focused platform that sits atop existing agency management systems (AMS) and connects to CRMs, email, phone, and carrier portals via bi‑directional connectors. It automates workflow steps such as quote preparation, producer reviews, and policy checks while preserving human‑in‑the‑loop oversight, and provides a plain‑English, queryable chat interface that lets any employee access agency data and institutional knowledge without re‑keying or system replacement.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance agencies rely on fragmented legacy systems—AMS, CRM, email, phone, and carrier portals—that create data silos, slow inbound response times, and high staff turnover, leading to missed cross‑sell opportunities and exposure to errors in policy handling.
Solution
Agentic AI’s ReliaPilot sits atop existing agency management systems and connects to all core data sources through bi‑directional, no‑code connectors. It provides a plain‑English, queryable chat interface that lets any employee retrieve policy, claim, or carrier information instantly. The platform orchestrates end‑to‑end workflows for submissions, renewals, COIs, and proposals with human‑in‑the‑loop guardrails, eliminating manual re‑keying and reducing response times from 18 minutes to about three minutes. By capturing institutional knowledge in an “Agency Brain,” ReliaPilot preserves expertise despite turnover and enables agents to draft, follow up, and receive alerts automatically while maintaining E&O compliance.
Target Audience
ReliaPilot is designed for insurance brokerage firms and agency teams that use multiple legacy systems and need faster, queryable access to their data, including agents, producers, and operations managers.
Features
- Bi‑directional connectors to major AMS (Epic, AMS360, EZLynx, HawkSoft), CRM (Salesforce), Outlook, phone/voice, and carrier portals; live in 30 days with no rip‑and‑replace
- Natural‑language, plain‑English chat agent that searches across policies, claims, emails, calls, and carrier notes in real time
- Workflow orchestration engine for submissions, renewals, COIs, proposals, and SOV mapping with human approval checkpoints
- Human‑in‑the‑loop guardrails that enforce E&O‑grade validation before actions are executed
- Automated drafting, follow‑up, and alert generation to accelerate inbound coverage handling
- Consolidation of institutional memory, preserving knowledge as the “Agency Brain” for new and existing staff