10+
hours saved
Quote comparisons, policy reviews, renewal checks, and proposal drafts move from manual assembly to minutes of supervised review.
AI platform built for insurance
The AI platform built for insurance.
Relay brings quote comparison, coverage gap analysis, policy review, proposal drafting, service intake, and renewal workflows into one source-backed AI workspace for modern insurance agencies.
Insurance AI platform
Agency command center
Quote comparison
Premiums, limits, forms, and exclusions lined up
Coverage gap
Missing endorsements and class-specific exposures flagged
Renewal benchmark
Cross-sell and remarket paths recommended
Client response
Proposal and email drafted from cited sources
AMS
Synced
Docs
Reviewed
Team
Augmented
Built with broker teams
Insurance Brokers West
Purpose-built for agency operations.
Outcomes
Agency work moves faster when AI knows insurance.
Relay is not a generic chatbot bolted onto your inbox. It is an insurance workflow platform that reads the same documents your team reads, applies your agency rules, and prepares work that can be checked before it leaves the building.
One
insurance workspace
Commercial lines, benefits, service, accounting, and producer workflows run from the same evidence-backed platform.
Every
answer cited
Data points trace back to emails, PDFs, quotes, statements, calls, spreadsheets, and AMS records before your team approves.
Day 1
agency adoption
Start with the workflow your team already feels, then expand once producers and CSRs trust the output.
Platform
One platform. Every insurance workflow.
Start with renewals, then use the same AI workspace for quote comparison, coverage analysis, contract requirements, proposals, COIs, call intake, and commission review.
Renewal desk
Prepare renewals in minutes, not hours.
Relay pulls the carrier email, checks the new offer against the expiring policy, creates AMS activities, and drafts the producer review packet.
- Match carrier PDFs and emails to the right AMS account.
- Flag premium, deductible, limit, form, and coverage changes.
- Trigger remarket paths when agency rules are crossed.
- Draft proposal language with evidence attached for approval.
Service desk
Turn COI and endorsement requests into clean drafts.
Relay reads holder requests, policy context, and prior certificates so CSRs start from a sourced draft instead of a blank screen.
- Extract holder names, addresses, job details, and special wording.
- Compare requests against current policy terms before issuing.
- Create AMS notes and attach the source request automatically.
- Hold anything unusual for human approval.
Accounting desk
Find commission exceptions before month-end chaos.
Relay audits carrier statements against expected revenue, producer splits, fees, chargebacks, and renewal forecasts.
- Reconcile statement lines to policies and producers.
- Surface missing payments, chargebacks, and unexpected fees.
- Prepare producer payroll detail with source rows attached.
- Give owners a cleaner view of retained and at-risk revenue.
Phone desk
Capture calls without sounding like a call center.
Relay supports inbound service, overflow, after-hours intake, and producer follow-up with scripts tuned to your agency’s book.
- Answer common intake questions and collect account context.
- Route urgent service issues to the right owner.
- Qualify prospects and book producer meetings.
- Turn recordings into coaching notes and follow-up tasks.
Where your team works
Bi-directional paths into the systems you already trust
Applied EpicApplied TAMEZLynxHawkSoftVertafore AMS360Vertafore SagittaQQCatalystXanatekNowCertsAgencyBlocCarrier portalsCustom workflows
Why broker owners care
Less risk, more revenue, and a team that punches above its weight.
Relay gives every producer and account manager a practical insurance analyst that checks work, explains exceptions, and keeps the human relationship owner in control.
Before Relay
Producers are reviewing packets your service team had to assemble by hand.
The expensive people in the agency spend too much time waiting on inbox searches, PDF checks, spreadsheet comparisons, and AMS cleanup before they can make an actual judgment.
Loose carrier emailsManual premium comparisonsScreenshots pasted into proposals
With Relay
The file arrives with the work already organized and the exceptions called out.
Relay prepares the evidence, recommended next steps, AMS activities, drafts, and quote comparisons. Your team edits, approves, and owns the relationship.
Source-backed discrepancy logDraft-only client languageAMS-native activity queue
Why it lands
We configure around the way the agency actually runs, not a clean-room process map.
Every broker has edge cases: carrier portals, naming conventions, producer preferences, remarket thresholds, and approval habits. Those details become the product implementation, not exceptions someone has to work around.
Onsite workflow mappingAgency-specific rulesPilot first, expand second
Renewal workflow demo
From carrier email to producer-ready review.
Relay starts with the carrier email and finishes with an approval packet: discrepancy log, remarket trigger, quote comparison, AMS notes, and client-ready draft.
Selected workflow
Renewal packet captured and matched.
The workflow starts when the carrier renewal arrives. Relay reads the email and attachments, identifies the account, extracts policy basics, and opens the renewal file before anyone starts searching through the inbox.
Carrier emailRenewal PDFAMS account match
Carrier renewal package found in shared renewal inbox
CapturedAccount
Named insured, policy term, and line of business linked to AMS record
MatchedFile
Carrier PDF, email body, and extracted fields saved to the renewal file
ReadyHuman approval stays in control
Relay drafts and prepares. Your producers, CSRs, accounting team, and leadership decide what leaves the agency.
Built around your stack
We integrate with your AMS, inboxes, carrier portals, spreadsheets, and the exceptions that make your agency unique.
Source-backed audit trail
Every finding points back to the email, PDF, quote, statement, recording, or AMS record behind it.
Pilot first, expand second
Start narrow with one painful workflow, prove adoption, then extend Relay to adjacent teams.
Ready to transform your agency?
Build your insurance AI platform with Relay.
Relay starts with a focused workflow audit, configures the AI workspace around your agency systems, and launches with the documents, approval rules, and team handoffs that matter most.
01
Map the renewal process with the people doing the work.
02
Configure around your AMS, inboxes, carrier PDFs, quoting tools, and approval gates.
03
Train producers and account teams before the workflow goes live, then expand only after the pilot earns trust.