Applied Epic
Pull policy context, attachments, activities, and account details where available.
Built with independent P&C agencies
AI prepares insurance work for review.
Relay AI learns your inboxes, templates, checklists, and AMS steps, then drafts COIs, renewals, policy checks, and commission reviews with sources attached.
Relay AI integration workspace
Certificate work starts from the request, AMS record, and policy evidence.
Operator
Commercial CSR
Connected sources
Email, AMS, policy docsShared inbox
Certificate request
Holder details, job location, requested wording, and due date.
AMS
Account context
Named insured, active policies, producer, and prior service activity.
Policy docs
Evidence pages
Limits, forms, endorsements, exclusions, and unsupported wording.
Relay AI prepares
Sources attached01
Classify request
02
Match account and policies
03
Draft review packet
Prepared output
CSR-ready COI draft
Relay AI drafts the certificate fields and separates wording that needs approval.
Holder and job details drafted
ReadyPolicy limits matched to request
ReadyWaiver wording held for producer review
ReviewEvidence
Email request, AMS account, policy pages
Next action
CSR approves or routes the exception
Built alongside agencies
Proof from working with real broker teams.
Relay AI is still built close to the customer. The proof is not a massive logo wall. It is real agency workflows, real feedback, and demos tied to the work your team already does.
“We hand Relay AI the work that eats our week - renewal quoting, commission statements, COI requests - and it comes back done, in our own system. Feedback turns around in days. It's been a win-win.”
Live workflow demos
Renewals, COI generation, and commission reconciliation
In-person deployment
We map the work with the operator who owns it
Agency-specific output
Your worksheets, checklists, language, and review rules
Workflow areas
Start with the work Relay AI already prepares.
These buckets mirror the product surfaces in the app: COIs, policy checks, digests, renewals, quoting, commissions, audits, intake, and AMS questions.
COI Generation
Parse the certificate request, pull policy and AMS context, draft the ACORD packet, and hold unsupported wording for review.
Policy Checking
Compare issued policy documents against binders, requirements, worksheets, and endorsements so exceptions are ready for follow-up.
Policy Digest
Fill the agency policy digest workbook from current policy PDFs while preserving the source references in Relay AI.
Inbound COI Mailbox
Watch the shared inbox for certificate requests, classify the email, parse holder requirements, and start the draft workflow under the right agency workspace.
Policy Check Task Monitor
Scan assigned policy-check tasks, create source-backed runs, and keep the batch visible so staff can review the exceptions.
Relay AI integration workspace
Certificate work starts from the request, AMS record, and policy evidence.
Operator
Commercial CSR
Connected sources
Email, AMS, policy docsShared inbox
Certificate request
Holder details, job location, requested wording, and due date.
AMS
Account context
Named insured, active policies, producer, and prior service activity.
Policy docs
Evidence pages
Limits, forms, endorsements, exclusions, and unsupported wording.
Relay AI prepares
Sources attached01
Classify request
02
Match account and policies
03
Draft review packet
Prepared output
CSR-ready COI draft
Relay AI drafts the certificate fields and separates wording that needs approval.
Holder and job details drafted
ReadyPolicy limits matched to request
ReadyWaiver wording held for producer review
ReviewEvidence
Email request, AMS account, policy pages
Next action
CSR approves or routes the exception
ACORD 25 draftHolder requirement parserCID and prior-cert contextBinder-to-policy comparisonDigest workbook exportGmail scanSource document links
Pilot outcomes
A narrow pilot should prove three things.
Relay AI should fit the way the agency already works, give the team real time back, and make every prepared answer easy to review.
1 workflow
scoped with the operator who owns it
We map what arrives, what sources matter, and what your team reviews before it expands.
8+ hrs
back per service person each week
Early pilots target the checking, matching, and drafting work that eats the week.
100%
of findings tied to source evidence
Relay AI shows the email, policy page, AMS record, or carrier context behind the work.
Where Relay AI works
Built around the systems your team already has open.
Relay AI is not another place to re-key work. Each pilot connects only the sources needed for that workflow, then returns the prepared file for review.
Vertafore
Support AMS-first workflows without forcing a new system of record.
Xanatek
Connect fringe-AMS workflows where quoting and service work still lives across tools.
EZLynx
Prepare quote and rater work with the right account, policy, and carrier context.
HawkSoft
Build around the AMS your team already has open every day.
Workflow sources
Inbox, docs, portals
Email requests, policy PDFs, carrier portals, spreadsheets, call notes, and raters.
Confidence boundaries
Confidence from clear review boundaries.
Relay AI is for insurance work that still needs judgment. We give your team a prepared file, the sources behind it, and clear approval points before anything goes out.
Human reviewedSource citedScoped accessAgency-owned data
Pilot boundary
Start with one workflow, one owner, and the sources it actually needs.
Your team approves the work
Relay AI prepares the draft, checklist, packet, or reconciliation. Your CSR, producer, or accounting owner decides.
Every answer keeps its source
Every finding points back to the email, policy page, AMS record, statement row, or carrier context used.
Access starts narrow
We connect the systems and folders required for the workflow instead of asking for broad access by default.
Agency data stays yours
Pilot data is handled for your workflow and is not used to train foundation models.
The confidence promise: Relay AI shows what it used, what it prepared, and what your team still needs to approve.
Build with you
The hands-on part is the product.
Relay AI is for agencies that want the workflow to fit their team, not a generic AI demo. We deploy with the operator, prove one bottleneck, and then decide what should come next.
Map the work with your team
We sit with the CSR, producer, or accounting owner and watch the workflow as it actually runs.
Connect the places work arrives
Relay AI plugs into the inbox, AMS, policy docs, worksheets, raters, and carrier context needed for the pilot.
Return work in your format
Your templates, checklists, and review language stay intact. Relay AI prepares the file, your team approves it.
Ship feedback in days
You work directly with the people building Relay AI, so the workflow tightens quickly instead of waiting for a roadmap cycle.
FAQ
Questions agencies ask first.
Who is Relay AI best for?
Independent P&C agencies with a real bottleneck in renewals, COIs, policy checking, commissions, intake, or document prep. We start narrow so the pilot has a clear owner and outcome.
Does Relay AI replace our staff?
No. Relay AI prepares repetitive checking, matching, and drafting so your team starts from a prepared file and keeps the judgment, client relationship, and final approval.
What systems can it work with?
Relay AI is built around the systems your workflow already uses: AMS, shared inbox, policy PDFs, carrier portals, raters, spreadsheets, and phone or call notes.
What happens to our data?
Your data stays yours. Access is scoped to the pilot workflow, outputs cite their source evidence, and agency data is not used to train foundation models.
How does a pilot start?
Bring one workflow that is eating time. We map it, scope the smallest useful pilot, connect the required sources, and iterate with the team using the work they already handle.
What if our workflow is not listed?
That is normal. The listed workflows show the pattern. If the work starts with insurance inputs and ends with a reviewable draft, checklist, comparison, workbook, or task, we can usually scope it.
Book a demo
Bring the workflow that is eating the week.
Bring a COI inbox, renewal pile, policy-check request, carrier statement, or service intake problem. We will show how Relay AI would prepare that work for review.
We take on a few build-with-you pilots at a time - 3 spots left this month.
Demo agenda
Bring the bottleneck. We will map the first pilot.
The useful demo is specific: one team, one workflow, the real sources they already use, and the review-ready output they would trust.
- Workflow
- COI requests, renewals, policy checks, commissions, or service intake
- Sources
- Inbox, policy docs, AMS fields, carrier statements, calls, and forms
- Output
- A draft, checklist, packet, or reconciliation in your team's format
- Owner
- CSR, producer, account manager, accounting lead, or principal
Book a time
PIA VA/DC attendees can use the same link to grab time around the conference.