Applied Epic
Use the information already in Applied Epic—without asking your team to re-enter it somewhere else.
Give Your Team Hours Back Every Week
Relay integrates with your existing AMS to streamline certificates, renewals, quote support, and commission reviews so your team can focus on what's most important — serving clients and growing your agency.
Built alongside agencies
Commission reconciliation
Producer payables from carrier statements, AMS data, and policy evidence.
Source evidence
Carrier statement rows boxed for review
PORTALAMSPDF
CAR
Carrier portal printout
Commission Statement Summary
Current statement
$8,420.30
MVR chargeback
-$142.50
Net due agent
$8,277.80
Detailed Commission StatementShowing 12 to 20 of 83 entries
BOP-4182$1,284.60$899.22
GL-2271$803.70$482.22
Relay database
Policies matched to producer rules
BOP-4182$899.22
GL-2271$482.22
Completed CSV
Producer payables ready
ProducerRowsOwed
Producer A1$899.22
Producer B1$482.22
Pilot outcomes
Start Small. Prove It on Real Work.
Pick one process that's slowing your team down. Prove the value, build confidence, and expand at your own pace.
One Workflow
Start with the work your team repeats every day—certificates, renewals, quote support, policy reviews, or commission checks.
8+ Hours Saved
Free up hours every week so your team can focus on the work that grows the agency.
Review Before You Send
See exactly where the information came from before approving the work.
Where Relay AI works
Meet the work where it already lives.
No duplicate entry. No replacing the systems you already trust. Relay uses the information already in your agency to help your team move work forward faster.
Vertafore
Work with the information already in Vertafore so your staff can spend less time re-keying and more time helping clients.
Xanatek
Bring policy, insured, and task data into quote and service workflows.
EZLynx
Help prepare quote work using the customer and policy information already in EZLynx.
HawkSoft
Fit into the HawkSoft workflows your team already uses and return completed work for review.
Workflow sources
Inbox, docs, portals
Work across the places agencies rely on every day—from shared inboxes and policy PDFs to carrier portals and raters.
Workflow areas
Start with the work already eating the week.
You don't have to transform the whole agency overnight. Start with one workflow and prove the value first.
COI Generation
Relay gathers the information needed to prepare the COI and returns it for CSR review before anything goes out the door.
Policy Checking
Compare issued policies against binders and supporting documents, then flag discrepancies for review before they become problems.
Policy Digest
Create policy summaries faster without losing sight of the original documents.
COI Mailbox
Monitor shared certificate inboxes, identify what's needed, and prepare COI drafts for review.
Policy Check Queue
Organize policy reviews into a clear exception list so your team can focus on what actually needs attention.
COI generation
COI draft from request, AMS, and policy docs.
AI
AI summary
Checked 3 sources • 2 review points • 2 ready
MAILAMSPDF
Holder
ReadySource
Certificate request
Relay read
Found
Next
Ready for approval
Job location
ReadySource
Account context
Relay read
Found
Next
Ready for approval
CSR review
COI draft ready
Holder detailsReady
Limits matchedReady
Special wordingReview
FAQ
Questions agencies ask first.
Does Relay replace our staff?
No. Relay handles the repetitive preparation work so your team can focus on client relationships, judgment calls, and final approval. Think of it as helping your people get through more work—not replacing them.
Who is Relay best suited for?
Independent P&C agencies whose teams spend too much time on repetitive work that still requires human review—like certificates, renewals, quoting, commission reconciliation, and servicing tasks.
What systems does Relay work with?
Relay works with the systems your team already uses, including AMS platforms, shared inboxes, carrier portals, PDFs, raters, spreadsheets, and call notes.
How do agencies typically get started?
Most agencies start with one repetitive process—certificates, renewals, quoting, or commission reviews—and expand from there once the team sees the value..
How much time will this take from my team?
We aim to minimize disruption. Most agencies begin with a small pilot and expand only after seeing results.
How do we know the work is accurate?
Relay shows where information came from and returns work for review before anything goes out the door.
What happens to our data?
Relay only accesses the information needed for the workflow you've approved. Your team remains in control, every action is reviewable, and final approval stays with your staff.
Why wouldn't we just hire another CSR?
Hiring is expensive and onboarding takes time. Relay helps your existing team handle more work without sacrificing quality or client service.
Book a demo
Show us the work eating up your week.
Start with one workflow and prove the value before expanding further.
See Relay in ActionMost agencies start with a single workflow and expand from there.