Reliance’s proprietary AI agent brings secure environments, policy-enforced action controls, human-in-the-loop review, and audit-grade records to regulated industries, beginning with insurance back offices
Reliance Global Group, Inc. (NASDAQ: EZRA) today announced the launch of a proprietary AI agent built in-house for secure browser automation in regulated back-office operations. The launch represents a key milestone in Reliance’s previously announced AI strategy, establishing the technology foundation for the Company’s vision to build an AI-powered insurance platform. The agent is built to automate thousands of repetitive browser-based tasks performed by insurance teams every day, including service requests, endorsements, quote pulls, status checks, and document retrieval, while operating within a security framework designed for regulatory compliance.
General-purpose web agents are typically designed for maximum autonomy, allowing them to execute actions independently. In regulated environments, that approach creates risk, as an automation error can result in an incorrect policy action, inaccurate pricing, or exposure of sensitive information.
Reliance’s AI agent was built around control and accountability. It manages login, access, and portal credentials for the agency, while every browser interaction is governed by defined policies and recorded through an audit trail. The agent’s actions are limited by predefined controls, with human review required for consequential decisions.
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The platform is being deployed across Reliance’s growing network of insurance agencies, where the Company expects it to improve operating efficiency, reduce manual processing, and accelerate the integration of acquired agencies. As additional carrier portals, workflows, and AI capabilities are added, Reliance expects the platform to become an increasingly valuable component of its technology ecosystem, strengthening both its agency operations and the foundation for future AI-native insurance products. The Company also intends to commercialize the platform through developer, Team, and Enterprise offerings, including self-hosted and virtual private cloud (VPC) deployments.
“Every agency we bring onto the platform comes with thousands of hours of repetitive portal work. This agent allows us to absorb that work without scaling headcount while maintaining the controls required in insurance operations,” said Judah Korman, Chief Operating Officer of Reliance Global Group.
“Most AI agents built for the browser are designed to maximize what they can do independently. We built ours to maximize what it can do while keeping organizations in control,” said Zack Wilder, Chief Technology Officer of Reliance Global Group, who joined the company earlier this year after leading engineering initiatives at Coinbase and Capital One. “The credentials, policy controls, and audit logs are foundational to the system and are what allow us to deploy AI automation in regulated environments.”
The AI agent includes several enterprise-grade capabilities:
- Policy-enforced action controls. Every browser action passes through a centralized enforcement layer built into the software. Irreversible actions such as submit, issue, or bind are blocked outright and reserved for human employees.
- Save-and-park human review. The AI agent never finalizes a transaction. Completed work is saved within the portal and held for employee approval, with every run independently scored against its own screenshots and event logs — not the agent’s self-report — and flagged for scrutiny if anything falls short.
- Secure credential handling. Portal credentials remain under the agency’s control, retrieved securely by the platform at runtime and never exposed to the AI model or recorded in logs, records, or reports.
- Detailed run records. Every workflow produces a step-by-step event log with screenshots, designed to support reporting, review, and compliance oversight.
- Risk controls and verification safeguards. Every task type carries a risk classification assigned in code — never by the AI — that determines what actions are permitted, alongside verification checks that catch potential errors, including unintended pricing changes.
The proprietary AI agent launches with an initial focus on Reliance’s insurance back-office operations, its agency network, and the carriers it works with, where teams operate under regulatory frameworks including GLBA, NAIC Model 668, and NY DFS 500. As additional workflows and portals are added, Reliance expects the technology to expand beyond insurance back-office automation and support broader regulated enterprise use cases.
Reliance is onboarding design partners and plans to offer the technology through multiple tiers, including a free developer tier, Team workspace, and Enterprise plan with self-hosted and virtual private cloud (VPC) deployment options. Each tier will include the core security controls, human review capabilities, and audit-ready reporting framework.
The launch represents the first major technology milestone in Reliance’s broader AI strategy to build an AI-powered insurance platform. As the Company continues developing additional capabilities, the technology is expected to support both agency operations and future AI-native insurance products.
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