Commercial Quote Preparation for Retirement Plan Administrators with Relius
The Problem
Quoting a new 401(k) TPA account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build in Relius
AI builds the submission from the broker's intake, routes to carrier APIs via Relius, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Relius — uses the native API or agent integration so nothing leaves the system of record.
Relius Integration Approach
Audit your Relius configuration
We map the specific Relius objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
Build on the Relius API or agent
Integration happens inside Relius — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Relius with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Relius instance
30-minute call. We'll look at your actual Relius setup and show exactly how this workflow fits.