For independent insurance agencies
Built around how your agency works.
Relay connects to
Relay
Your team reviews
AMS and rating integrations
Built alongside independent agencies
References available upon request.
Built around your agency
These four are where we usually start. Each one runs on your templates, your checklists, and your AMS — the work comes back in your format, not ours.
Commission reconciliation
Live demoRelay audits what carriers paid against AMS data and producer rules, then shows what to recover, review, and pay.
Tailored to you: Fills your own monthly worksheet — your carriers, your producers, your splits — formulas intact.
Renewal preparation
Live demoRelay checks the new offer against the expiring policy and drafts the producer review packet.
Tailored to you: Follows your renewal rules — what can wait until 10 days out, and what gets worked the next morning.
COI generation
Live demoRelay reads the request, checks policy context, and drafts the certificate for CSR approval.
Tailored to you: Uses your certificate wording and holder language — not boilerplate.
Inbound service
Insured, policy, and urgency collected
Overflow
Billing, COI, claims, and renewal requests routed
Follow-up
Meetings booked, notes written
Phone intake
Early accessInbound service, overflow, and after-hours intake with scripts tuned to your agency's book.
Tailored to you: Scripts written around your book, your carriers, and how your team routes work.
Your bottleneck
Every workflow shares the same chassis — read the documents, check the AMS, draft the work. If yours isn't listed, we'll scope it with you.
How we work
No migration, no new system. We take on a few agencies at a time and build until the workflow actually fits.
Your worksheets, your checklists, your house rules — we sit with your team, onsite when useful, and map the workflow as you actually run it.
Into your AMS, shared inbox, carrier portals, and raters. Nothing about how you run the agency changes.
Relay fills your own templates and checklists — not generic exports — with every finding cited. Your team approves, and it writes back to the AMS.
You work directly with the people building Relay. Feedback ships in days, not quarters.
AMS-first
Works around the systems you already use.
Evidence attached
Every finding points back to its source page.
Errors caught early
Discrepancies surface before they become E&O problems.
Human approval
Relay prepares. Your team decides.
FAQ
Independent P&C agencies with real volume in at least one of these workflows. If we don't think we can save your team real time, we'll tell you on the first call.
No. Relay preps the repetitive checking, matching, and drafting so your team starts from a review-ready file — and keeps the judgment, the client, and the final send.
Applied Epic, Vertafore, Xanatek, EZLynx, HawkSoft — plus the inboxes, carrier portals, and raters around them.
It stays yours. Access is scoped per workflow, never used to train models, and every output traces back to its source. We walk through handling and storage before any pilot.
Priced against the workflow it takes over. You'll have a clear number after one call, before any commitment.
Every deployment gets the founding team: workflow mapping, onsite configuration, weekly iteration. That depth doesn't scale past a few agencies at once, so we cap new starts. If the month is full, booking a demo holds your place in line.
Usually, yes. Every workflow shares the same chassis: read the documents, check the AMS, draft the work for review. Early partners point it at new problems and shape the roadmap.
We start with one bottleneck and scope the smallest pilot that saves real time. Pilots are narrow so the first workflow goes live quickly — we configure onsite and train your team in person.
Book a demo
Bring one bottleneck — a COI inbox, a carrier statement, a renewal pile. We'll show Relay handling that work, and you'll leave with a scoped pilot and a price.
We take on a few agencies at a time — 3 spots left this month.
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