The AI CSR for Quoting

Relay uses AI to control the browser and fill out every page of raters and carrier portals just like a human would

  • Voice Agent
  • New Business Quoting
  • Renewal Quoting
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Trusted by Agencies Across the Nation

CSRs saved2 hours per day

“Relay handles the repetitive work, the renewal tasks, requoting, and commission reconciliation, so our team can focus on clients.”
Robert GrandyAgency Principal · Members Assurance
Members Assurance Property & Casualty

How Relay Fits into the Client Lifecycle

Capture every lead

  • Voice CSRFront line, after hours, and overflow
  • Speed to leadWeb and aggregator leads, responded to in seconds
  • Information captureEmail and web forms, monitored for intake details

Research 20+ sources

  • Public records
  • Property and map data
  • Vehicle and driver history

Quote every carrier

  • Raters and carrier portalsFills every field, page by page
  • Identify cross-sell opportunitiesGenerates new quotes for home, auto, and flood
  • Relay works alongside your teamCreates tasks in your AMS and drafts proposals

Remarket your renewals

  • Monitor upcoming renewalsEvery renewal checked weeks early
  • Identify risky clientsRemarkets generated for clients most likely to churn
  • Generate proposalsClient emails drafted with your remarketed quotes
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Integrations

Applied EpicEZLynxHawkSoftXanatekVertaforeLightspeedCarrier portals

Our Team

Jerry Ye

Jerry Ye

Co-Founder & CEO

Jerry was co-founder and CTO of a $25M AI agent company, and has led AI deployments at 250+ person PE-backed companies. Before that he worked on AI at Morgan Stanley. He is a UPenn dropout and a licensed P&C agent.

James Li

James Li

Co-Founder

James previously led AI implementation at Team FOCUS, a 300-person insurance BPO. Prior to that, he led technology and operations at an 11-location healthcare rollup. He holds two bachelor's degrees in EECS and Business from UC Berkeley's MET program. While there he played club ice hockey and acquired, operated and sold a pool cleaning business.

Questions Agencies Ask

Does Relay AI replace our producers?

No. Relay does the typing, gathering the details and completing the raters and carrier portals, so your producers stay on the phone with clients and make the final call on every quote.

Who is Relay AI best suited for?

Personal lines agencies, generally those with more than half their book in personal lines, whose producers are bottlenecked by how long a home or auto quote takes to enter.

What systems does Relay AI work with?

Relay works in the systems your team already uses: Applied Epic, EZLynx, HawkSoft, Xanatek, and AMS360, along with your comparative raters, carrier portals, shared inboxes, calls, and web forms.

How does Relay handle missing information?

Relay fills gaps from public sources where it can, and follows up with the client for anything it cannot confirm. Nothing is guessed, and a quote never goes out on invented details.

How do agencies get started?

We start with your highest-volume quoting path, connect the raters and carrier portals your team uses most, and run it on real quotes before expanding.

Does Relay AI replace our AMS?

No. Your AMS remains the system of record. Relay reads the context it needs for a quote and writes back only where the approved integration supports it.

What happens to our data?

Access is scoped to the workflow the agency approves. Agency data remains agency-owned, is not used to train foundation models, and stays subject to staff review boundaries.

What else does Relay run?

Beyond new business quoting, Relay handles renewals and remarkets and answers inbound calls, all on the same connected context.

Automate Your Quoting with Relay

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