Reliance Global Group Enhances RELI Exchange with Advanced Client Service Center to Support Scalable Growth and Operational Excellence

Rhea-AI Summary

Reliance Global Group (Nasdaq: RELI) has announced a major enhancement to its RELI Exchange InsurTech platform with the launch of a next-generation Client Service Center. The new functionality enables independent insurance agents to concentrate on business growth while RELI Exchange's team manages client service requests.

The enhanced platform features a white-label interface for policyholders to submit service requests, which are handled by RELI's in-house service team. The system maintains real-time transparency for agents while streamlining the service process, effectively providing agency partners with a built-in service team without additional overhead costs.

Positive

• Launch of next-generation Client Service Center enhances operational efficiency
• White-label interface implementation streamlines client service processes
• Platform enables agents to focus on revenue growth without additional overhead
• Strong organic growth reported at RELI Exchange platform

Negative

• Integration and technical performance risks may affect platform adoption
• Competitive pressures in InsurTech market could impact growth
• Potential delays in realizing anticipated cost savings

Insights

InsurTech Product Specialist

RELI's new Client Service Center lets agents focus on sales while RELI handles service requests, potentially driving scalable growth with minimal cost increase.

Reliance Global Group has strategically enhanced its RELI Exchange platform by launching a next-generation Client Service Center that fundamentally changes how their partner agencies operate. This enhancement creates a clear operational division where agents can concentrate exclusively on revenue-generating activities while RELI's team handles all client service requests behind the scenes.

The architecture employs a white-label interface where policyholders submit service requests (like mortgagee clause updates) directly through a digital portal. These requests are then automatically routed to RELI's in-house service team, creating a seamless experience that maintains the agent's branding while removing administrative burdens. The system maintains real-time transparency so agents stay informed without direct involvement.

What's particularly notable is how this enhancement addresses a critical pain point in the insurance industry: the constant tension between servicing existing clients and acquiring new ones. By effectively providing each agency partner with a built-in service department without additional overhead costs, RELI is creating significant value. This model exemplifies the core promise of InsurTech - using technology to fundamentally restructure traditional business processes rather than simply digitizing them.

The timing is significant as it follows reported organic growth at RELI Exchange, suggesting the company is focusing on scalability to support expansion without proportional increases in operational costs. This points to a technology architecture designed for operational leverage - where revenue can grow faster than service costs - a crucial factor for achieving sustainable profitability in platform businesses.

Expanded Functionality Allows RELI Exchange Agency Partners to Prioritize Growth While Ensuring High-Quality Client Servicing

LAKEWOOD, NJ, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Reliance Global Group, Inc. (Nasdaq: RELI) (“Reliance”, “we” or the “Company”) today announced a significant enhancement to its RELI Exchange InsurTech platform through the launch of a next-generation Client Service Center. This expanded functionality empowers independent insurance agents to focus on acquiring new business while RELI Exchange’s dedicated team efficiently manages client service requests behind the scenes. This expansion comes on the heels of strong organic growth at RELI Exchange which underscores the scalability and strength of RELI Exchange’s tech-enabled service model.

“Our enhanced service platform allows agency partners to remain laser-focused on driving new business while we ensure that their clients receive prompt and professional support,” said Ezra Beyman, Chairman and CEO of Reliance Global Group. “This is a strategic step forward in our long-term plan to integrate service delivery with sales enablement. By keeping agents on the front lines and removing service-related distractions, RELI Exchange continues to differentiate itself as a true partner in agency growth.”

“With the new digital Client Service Center, policyholders can easily submit requests—such as mortgagee clause updates—through a white-label interface, which are then routed directly to our in-house service team for prompt handling,” said Moshe Fishman, Director of Insurtech and Operations. “This streamlines the service process without disrupting the agent’s focus on new business. At the same time, agents stay informed in real time, maintaining transparency and client trust. It’s as if each agency partner now has a built-in service team, enabling them to focus on growing their business faster without taking on additional overhead.”

“The platform enhancements we have made reflect our continued commitment to delivering smart, scalable solutions for our agency partners. Our technology and operations are tightly aligned with our growth objectives, enabling us to expand revenue while keeping service costs lean. We believe these developments position RELI Exchange as a leading InsurTech solution in the market, offering both operational leverage and exceptional client support,“ concluded Mr. Beyman.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by terminology such as “may,” “should,” “could,” “would,” “will,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “estimate,” “continue,” “potential,” and similar expressions. Forward-looking statements in this press release include, without limitation, statements regarding:

• Our expectations that the new next-generation Client Service Center will enhance agent productivity, streamline policy servicing workflows, and drive future revenue growth at RELI Exchange;
• Our belief that expanded digital self-service capabilities will strengthen our value proposition to independent insurance agents and accelerate platform adoption;
• Our expectation that real-time transparency and reporting features will improve client satisfaction metrics and support incremental margin expansion;
• Our intention to leverage the scalable InsurTech architecture of RELI Exchange to integrate service delivery with sales enablement and create operating leverage; and
• Other statements relating to our future financial performance, business strategy, technology developments, and operational execution.

These forward-looking statements are based on a number of assumptions, including that: (i) the Client Service Center enhancements roll out as planned; (ii) agency partners adopt the new functionalities at anticipated rates; (iii) integration and technical performance meet our expectations; and (iv) no material adverse changes occur in market, economic, or regulatory conditions that would impair platform usage.

Actual results could differ materially from those anticipated due to a variety of risks and uncertainties, including: delays or failure to complete the Spetner acquisition; challenges in realizing anticipated cost savings or cash flow improvements; unexpected integration issues; competitive pressures in the InsurTech and insurance agency markets; adverse economic or regulatory developments; and other factors described under “Risk Factors” in our Registration Statement on Form S-1 and our other filings with the Securities and Exchange Commission.

You are encouraged to carefully review our Annual Report on Form 10-K for the year ended December 31, 2024, as amended, as well as other SEC filings, for a more complete discussion of these and other risks and uncertainties. Except as required by law, Reliance Global Group, Inc. undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Contact:

Crescendo Communications, LLC
Tel: +1 (212) 671-1020
Email: RELI@crescendo-ir.com

FAQ

What new features did Reliance Global Group (RELI) add to RELI Exchange in August 2025?

RELI added a next-generation Client Service Center to RELI Exchange, featuring a white-label interface for policy service requests and real-time transparency for agents.

How does RELI Exchange's new Client Service Center benefit insurance agents?

The Client Service Center allows agents to focus on acquiring new business while RELI's dedicated team handles client service requests, effectively providing a built-in service team without additional overhead.

What types of service requests can clients submit through RELI Exchange's new platform?

Clients can submit various service requests through the white-label interface, including mortgagee clause updates, which are then handled directly by RELI's in-house service team.

Who is leading the RELI Exchange platform enhancement initiative?

The initiative is led by Ezra Beyman, Chairman and CEO of Reliance Global Group, and Moshe Fishman, Director of Insurtech and Operations.

How does RELI Exchange's new service platform maintain client relationships?

The platform maintains transparency and client trust by keeping agents informed in real-time while RELI's service team handles requests behind the scenes.