The operating system for the modern brokerage

One platform runs your entire brokerage.

Quoting, dialing, texting, leads, websites, renewals, reputation, reporting — the 22 tools your team pays for, replaced by one system where the data actually connects.

And an AI that never clocks out. The brokers who run on ROS don't keep up — they pull away.

one login · one bill · one connected system
Quote every carrier, live Dial & text from your own number Millions of leads built in Renewals tracked to the day Churn caught before it leaves Websites & funnels that publish themselves Reviews requested automatically A 24/7 AI running the handoffs
the stack you're already paying for

You're not running a brokerage. You're running two dozen subscriptions.

A CRM here. A dialer there. A quoting tool, a scheduler, a texting app, a lead vendor, a website builder, a review service. None of them talk to each other — and every one of them bills you.

22 tools your team pays for every month. Inside RelativityOS they're native, connected, and included.
CRM & pipelinereplaces GoHighLevel · HubSpot · Salesforce
Power dialer & softphonereplaces PhoneBurner · Kixie · Mojo
Multi-carrier quotingreplaces Quotit · iPipeline · portals
Leads database — millions built inreplaces ZoomInfo · lead vendors · paid lists
Business textingreplaces SimpleTexting · Salesmsg
Email & broadcastsreplaces Mailchimp · Constant Contact
Scheduling & bookingreplaces Calendly · Acuity
Agent websitesreplaces Wix · Squarespace
Funnels & landing pagesreplaces ClickFunnels · Leadpages
Forms & intakereplaces Typeform · JotForm
Reputation & reviewsreplaces Birdeye · Podium
Live screen-share sellingreplaces CrankWheel · Zoom
Video messages & recordingreplaces Loom · BombBomb
Team chat & meetingsreplaces Slack · Teams
Tasks & workflowreplaces Asana · Monday
Automationsreplaces Zapier · Make
Support ticketsreplaces Zendesk · Freshdesk
Document libraryreplaces Dropbox · Drive
Commission & book trackingreplaces AgencyBloc · spreadsheets
Reporting & dashboardsreplaces Tableau · spreadsheets
Auto AI advertisingreplaces ad agencies · Madgicx
AInstein — the AI operatorno equivalent exists anywhere
ROS is all of it — as one system.One login. One bill. And because it's one system, the data actually moves: a lead becomes a quote becomes a client becomes a renewal, with AInstein running every handoff in between.
why one system wins

Twenty tools can't do the one thing that matters. Hand off.

A lead in your dialer never knows it became a quote. A quote never knows it became a client. In ROS it's one record moving through one system — and AInstein runs every handoff, so nothing falls through the cracks between the tools, because there are no cracks.

Lead
captured, routed, dialed
Quote
every carrier, live
Client
sold, onboarded, tagged
Renewal
tracked to the day
Referral
caught, back to the top
AInstein runs the handoffs — every step, without being asked.
leads, built in

Stop renting lead lists. The database is in the platform.

Millions of real businesses and licensed producers, searchable inside ROS — no monthly lead-vendor bill, no exported CSV that's stale by lunch. Search, enrich, and dial straight into your pipeline.

  • Search by geography, industry, size, or license — then push results straight into a campaign.
  • Enriched on demand — real contact and firmographic data pulled only when you run a search, never billed in the background.
  • Feeds the whole system — a found lead is already a contact, already dialable, already AInstein's to work.
Millions
of business & licensed-producer records, searchable in-platform
1M+
registered businesses across 33+ states
$0
lead-vendor subscription — it's included
Live
new-business filings & licensing, refreshed continuously
1 click
from a search result to a dialing campaign
AInstein — a faceless energy core
meet AInstein

Not a chatbot. An operator.

AInstein is one piece of ROS — but it's the piece no competitor can copy. It works your book while you're on a call: quoting, booking, following up, catching churn, underwriting, answering clients. Faceless by design — no avatar, no small talk. Just the work, done.

The underwriting brainEvery doctor by NPI, every condition against every carrier's knockouts, every medication decoded, real drug cost — then a verdict: who approves, who declines, best fit. Your newest agent underwrites like a 20-year veteran.
24/7 client serviceAnswers clients' policy questions any hour, in the broker's voice — and pulls in a human only when it truly matters.
The book, watchedEvery renewal, silence, and cross-sell across the whole book — surfaced and acted on before it slips.
solo producer to full agency

Built for the way you actually grow.

The same platform scales from a single producer to an IMO with thousands of agents — one system the whole downline runs on.

For the independent broker

Everything you need to run and grow a book, without stitching together a dozen apps — and an AI that does the work you never have time for.

  • Every tool native, one bill
  • Leads, quoting, dialing, renewals in one flow
  • AInstein works the book 24/7

For agencies & IMOs

The platform your agents will never leave — your lead buckets, your leaderboards, your rewards, your broadcasts, over a live view of every producer's production.

  • Producer hierarchy, seats & roll-up production
  • Shared lead buckets & a rewards flywheel
  • Org-wide leaderboards, library & broadcasts
Talk to us about your organization
pricing

One platform. One bill. A fraction of the stack.

You're already spending well over a thousand a month across two dozen tools that don't talk to each other. ROS is all of it — with AInstein included, never billed as an add-on.

Broker
For the independent producer
$249/ month
Everything, for one agent.
  • The entire platform — all 22 tools, native
  • Millions of leads built in
  • Quote, dial, text & book from one place
  • AInstein working your book 24/7
  • One login, one bill, no add-ons
Request early access
For teams & IMOs
Team Leader
Run a downline from one seat to thousands
$349/ month + per seat
Membership includes buckets, leaderboards, rewards & broadcasts — then add producer seats at volume pricing.
Producer seatsper seat / month
1–5 seats$199
6–10 seats$189
11–15 seats$179
16–25 seats$169
26–35 seats$159
36–50 seats$149
51+ seats$139 / seat
Talk to us

Every plan includes the full platform and AInstein. Seat pricing is volume-tiered — the bigger your downline, the lower the per-seat rate.

RelativityOS

Run your whole brokerage on one system.

The brokers who run on ROS don't keep up. They pull away.