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Reliance Global Group (NASDAQ: EZRA) rolls out RELI Exchange 2.0 to boost platform growth

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(Moderate)
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(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Reliance Global Group has launched RELI Exchange 2.0, the next phase of its InsurTech platform for independent insurance agencies, aimed at faster and more efficient growth. The company previously reported that health insurance policies written through RELI Exchange during the 2025 open enrollment period increased 72% year over year, while Personal Lines Property and Casualty written premium rose 36% year over year. Its broker network expanded from approximately 65 to about 300 agency partners since 2022. RELI Exchange 2.0 centralizes recruiting with defined pipeline stages, integrated task management and full communication tracking to support higher recruiting volumes without additional headcount and to lay groundwork for future automation and data-driven capabilities.

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Insights

Reliance upgrades RELI Exchange to systematize recruiting and support scaled growth.

Reliance Global Group is introducing RELI Exchange 2.0 to formalize recruiting workflows for its independent agency platform. The prior phase already showed strong traction, with health policies up 72% and Personal Lines Property and Casualty written premium up 36% year over year.

The upgrade adds centralized pipeline stages, task management and communication tracking. This structure is intended to help recruiters handle more leads, prioritize follow-up and improve forecasting as the broker network, which expanded from about 65 to roughly 300 partners since 2022, continues to grow.

The long-term impact will depend on actual adoption by recruiters and agencies and whether higher recruiting volumes translate into profitable premium growth. Future company filings and updates may clarify how RELI Exchange 2.0 affects policy volumes, written premiums and network size over subsequent enrollment periods.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): March 25, 2026

 

RELIANCE GLOBAL GROUP, INC.

(Exact Name of Registrant as Specified in Its Charter)

 

Florida   001-40020   46-3390293
(State or Other Jurisdiction
of Incorporation)
  (Commission
File Number)
  (IRS Employer
Identification No.)

 

300 Blvd. of the Americas, Suite 105
Lakewood, New Jersey
  08701
(Address of Principal Executive Offices)   (Zip Code)

 

(732) 380-4600

(Registrant’s Telephone Number, Including Area Code)

 

N/A

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Common Stock, par value $0.086 per share   EZRA   The NASDAQ Capital Market
Series A Warrants to purchase shares of Common Stock, par value $0.086 per share   EZRAW   The NASDAQ Capital Market

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 

 

 

 

 

Item 7.01. Regulation FD Disclosure.

 

On March 25, 2026, Reliance Global Group, Inc. issued a press release announcing the launch of RELI Exchange 2.0.

 

A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

 

The information furnished pursuant to Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing under the Securities Act, or the Exchange Act, as amended, except as expressly set forth by specific reference in such filing.

 

Item 9.01. Financial Statements and Exhibits.

 

(d) Exhibits.

 

Exhibit No.   Description
99.1   Press Release, dated March 25, 2026
104   Inline XBRL for the cover page of this Current Report on Form 8-K.

 

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.

 

  Reliance Global Group, Inc.
   
Dated: March 27, 2026 By: /s/ Ezra Beyman
    Ezra Beyman
    Chief Executive Officer

 

 

 

 

Exhibit 99.1

 

 

Reliance Global Group Launches RELI Exchange 2.0 to Drive Faster, More Efficient Growth

 

Next phase of RELI Exchange is designed to expand recruiting capacity, improve execution and build on the platform’s strong operating momentum

 

LAKEWOOD, N.J., March 25, 2026 — Reliance Global Group, Inc. (Nasdaq: EZRA) (“we,” “us,” “our,” the “Company” or “Reliance”) today announced the launch of RELI Exchange 2.0, the next phase of its InsurTech platform for independent insurance agencies, designed to expand recruiting capacity, improve execution and position the platform for faster, more efficient growth.

 

In February 2026, Reliance reported that health insurance policies written through RELI Exchange during the 2025 open enrollment period increased 72% year over year, Personal Lines Property and Casualty written premium increased 36% year over year, and the broker network expanded from approximately 65 to approximately 300 agency partners since 2022. RELI Exchange 2.0 is designed to build on that momentum by making the platform faster, more disciplined, and more effective as a growth engine.

 

The upgrade brings recruiting activity into a centralized operating environment with defined pipeline stages, integrated task management, and full communication tracking. Reliance believes these enhancements can support faster follow-up, better prioritization, stronger recruiter productivity, greater outreach capacity, and stronger forecasting, while enabling the Company to manage higher recruiting volumes with greater speed and efficiency as the platform continues to expand.

 

“RELI Exchange 2.0 is about making an already scalable and successful platform even more effective as a growth engine,” said Ezra Beyman, Chairman and Chief Executive Officer of Reliance Global Group. “RELI Exchange has already delivered strong operating momentum, and we believe this upgrade gives us the infrastructure to move faster, execute more efficiently and support growth across our agency partner network.”

 

Mr. Beyman continued, “By improving visibility, workflow discipline and recruiting capacity, RELI Exchange 2.0 is designed to help us scale the platform with greater speed and efficiency. We expect this upgrade to increase recruiter activity levels, including more consistent follow-up and a higher number of agent engagements per recruiter, while enabling the team to manage greater volume without additional headcount. Just as important, it creates a foundation for future automation and more intelligent, data-driven capabilities that we believe can further enhance execution over time.”

 

About Reliance Global Group, Inc.

 

Reliance Global Group, Inc. (NASDAQ: EZRA) is an InsurTech pioneer, leveraging artificial intelligence (AI), and cloud-based technologies, to transform and improve efficiencies in the insurance agency/brokerage industry. The Company’s business-to-business InsurTech platform, RELI Exchange, provides independent insurance agencies with an entire suite of business development tools, enabling them to effectively compete with large-scale national insurance agencies, while reducing back-office cost and burden. The Company’s business-to-consumer platform, 5minuteinsure.com, utilizes AI and data mining, to provide competitive online insurance quotes within minutes to everyday consumers seeking to purchase auto, home, and life insurance. In addition, the Company operates its own portfolio of select retail “brick and mortar” insurance agencies which are leaders and pioneers in their respective regions throughout the United States, offering a wide variety of insurance products.

 

 

 

 

In addition to its insurance and Insurtech operations, Reliance operates EZRA International Group, its strategic growth platform focused on identifying, acquiring, and building majority or controlling stakes in high-growth technology companies. EZRA International Group is designed to complement Reliance’s core insurance business by expanding market reach and supporting long-term shareholder value creation through disciplined capital allocation and active ownership.

 

Further information about the Company can be found at https://www.relianceglobalgroup.com.

 

Forward-Looking Statements

 

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are generally identifiable by the use of words or expressions such as “may,” “should,” “could,” “would,” “will,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “estimate,” “continue,” “seek,” “potential,” “target,” or similar expressions.

 

Forward-looking statements in this press release include, without limitation, statements regarding: the expected benefits, capabilities and performance of RELI Exchange 2.0, including its ability to improve recruiting efficiency, increase recruiter productivity, enhance workflow discipline, expand outreach capacity, improve forecasting and support higher recruiting volumes; the Company’s expectations regarding continued growth of its broker network, policy volume and written premium; the ability of RELI Exchange 2.0 to drive faster and more efficient growth and serve as a scalable growth engine; and the Company’s expectations regarding future automation, data-driven capabilities and overall platform development.

 

These forward-looking statements are based on current expectations and assumptions that are subject to risks and uncertainties, many of which are beyond the Company’s control. Such risks and uncertainties include, without limitation: the risk that RELI Exchange 2.0 does not perform as expected or deliver the anticipated operational or financial benefits; risks associated with the implementation, adoption and scaling of new technology platforms and systems; the Company’s ability to effectively manage increased recruiting activity and platform usage; the risk that increased recruiting activity does not translate into increased revenue or profitability; dependence on independent agency partners and the Company’s ability to attract, retain and support such partners; risks related to data accuracy, system integration, automation and cybersecurity; competitive pressures in the insurance and InsurTech markets; and general business, economic, market, interest rate and geopolitical conditions.

 

Actual results may differ materially from those expressed or implied by these forward-looking statements. Additional information regarding factors that may cause actual results to differ materially is included under the heading “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, as amended, and in the Company’s subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Except as required by applicable law, the Company undertakes no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances after the date of this press release.

 

Contact:

 

Crescendo Communications, LLC

Tel: +1 (212) 671-1020

Email: EZRA@crescendo-ir.com

 

 

 

FAQ

What did Reliance Global Group (EZRA) announce regarding RELI Exchange 2.0?

Reliance Global Group announced the launch of RELI Exchange 2.0, an upgraded InsurTech platform for independent insurance agencies. The new version focuses on centralized recruiting workflows, integrated task management and full communication tracking to support faster, more efficient platform growth.

How has Reliance Global Group’s RELI Exchange platform performed before 2.0?

Reliance reported strong momentum for RELI Exchange, with health insurance policies during the 2025 open enrollment period increasing 72% year over year and Personal Lines Property and Casualty written premium rising 36% year over year, while its broker network grew from about 65 to roughly 300 agency partners.

What operational improvements are included in RELI Exchange 2.0 for EZRA?

RELI Exchange 2.0 brings recruiting into a centralized operating environment with defined pipeline stages, integrated task management and full communication tracking. These features are designed to improve follow-up, prioritization, recruiter productivity and forecasting while handling greater recruiting volume without adding headcount.

How does Reliance Global Group expect RELI Exchange 2.0 to impact growth?

Reliance Global Group believes RELI Exchange 2.0 will enhance the platform as a growth engine by increasing recruiter activity levels, improving workflow discipline and expanding outreach capacity. The company also views it as a foundation for future automation and data-driven capabilities to support continued expansion.

What markets and products does Reliance Global Group (EZRA) target with its platforms?

Reliance focuses on transforming insurance distribution through its RELI Exchange business-to-business platform for independent agencies and its 5minuteinsure.com consumer platform. These offerings support sales of health, auto, home and life insurance through AI, cloud technologies and a network of retail insurance agencies.

How does EZRA International Group relate to Reliance Global Group’s core business?

EZRA International Group is Reliance’s strategic growth platform for acquiring and building stakes in high-growth technology companies. It is intended to complement the core insurance and InsurTech operations by expanding market reach and supporting long-term shareholder value through disciplined capital allocation and active ownership.

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Reliance Global Group Inc

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