Documents
Policies · forms · trailing documents
The AI Platform For Insurance Agencies.
Relay works across your existing systems to take repetitive work off your team’s task list.
Book a demoTrusted by
Voice agent
Auto quoting
COIs
Proposals
Renewals
Policy checks
AMSDocuments
Email
Phone
Raters“Relay handles the repetitive work—the renewal tasks, requoting, commission reconciliation—so our team can focus on clients. They turn feedback into improvements faster than any vendor we've worked with.”
Robert Grandy · Agency Principal, Members Assurance
One layer across the systems your team already runs.
Relay AI reads the AMS record, inbox thread, policy documents, calls, and rater context needed for the workflow. Your existing systems remain the source of truth.
Shared inboxes · agent mailboxes
AMS
Applied · Vertafore · EZLynx · HawkSoft · Xanatek
Phone
Recorded calls · voicemail · notes
Raters
Personal and commercial lines
The Product.
1
Reads
Pulls the record, the email thread, and the document — as they are.
2
Matches
Compares every field across sources and flags what disagrees.
3
Drafts
Produces the certificate, quote, or check result, sources attached.
4
Writes back
Posts the finished work into the AMS after a human approves.
Relay runs your workflows end to end and returns the results for approval.
Policy checks
Policy issues from the binder, issued policy, and AMS record.
QuoteCARRIER QUOTE
BinderBOUND TERMS
Issued PolicyCARRIER ISSUEDPolicy Check Results
COMMERCIAL PACKAGE · POLICY VS. QUOTE + EMAIL CONTEXT
CHECKQUOTEISSUED
Named InsuredInsured nameInsured name
Effective DateMM/DD/YYYYMM/DD/YYYY
Wind/Hail Deductible$2,500$2,500
Per Occurrence Limit$2,000,000$1,000,000
Total Premium$18,420$19,105 (+$685)
× MISMATCH
Requires attention
× Per Occurrence Limit
$2,000,000 → $1,000,000
After the insured requested $2M by email, the quote was revised. The policy still shows the original quote's $1M limit.
Issues found1 OF 4
✓ MATCH
Matched 3 of 4
Save time. Catch more. Change less.
Relay works inside your existing systems. Email in the work, review the result, and keep your AMS as the source of truth.
10+ hrs
Back per person
Each week from repetitive prep, checking, and follow-up.
1 review
Lower E&O exposure
Missing and conflicting details are flagged before work moves.
0 new tools
For staff to learn
Email Relay directly and review the result in your existing workflow.
The team that stays close to the work.
Relay AI brings together hands-on AI engineering and practical agency operations. Agencies work directly with the people building and rolling it out.
Founder & CEO
Jerry Ye
Jerry previously built and sold an AI company, worked in machine learning at Morgan Stanley, and studied AI at Penn. He has helped companies deploy AI in day-to-day operations and advised private equity firms on AI implementation. As a licensed P&C broker, he works directly with agencies to build systems their teams can actually use.
Head of Ops
George Guan
George is the former owner and CFO of Clearview, where he helped scale the agency to more than $75M in premium. He has built carrier relationships, led sales, and run service operations. At Relay AI, he leads implementation and customer delivery.
Questions agencies ask.
Does Relay AI replace our staff?
No. Relay AI handles repetitive preparation and follow-up work so your people can spend more time on clients, judgment calls, and final approval.
Who is Relay AI best suited for?
Independent P&C agencies whose teams are buried in repeatable work across certificates, renewals, quoting, policy review, proposals, accounting, and service intake.
What systems does Relay AI work with?
Relay AI works across the systems agencies already use: AMS platforms, shared inboxes, policy documents, carrier portals, raters, spreadsheets, forms, calls, and voicemail.
How do agencies get started?
We start with one high-friction workflow, map the real sources and approval steps, and run it on real agency work before expanding.
How do we know the work is accurate?
Relay AI keeps source evidence with the prepared work, makes missing or conflicting information visible, and waits for the appropriate staff member to review 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.
Does Relay AI replace our AMS?
No. Your AMS remains the system of record. Relay AI reads the context needed for a workflow and writes back only where the approved integration supports it.
Why not just add another point solution?
Relay AI is designed as one adaptable layer across agency work, so the same connected context can support service, renewals, quoting, policy review, and accounting workflows.
Bring us the work eating your week.
We'll map the real sources, review steps, and handoffs—and show you what Relay AI can prepare for your team.
Book a demo