Step 01
Capture
Intake email requests, policy PDFs, renewal packets, calls, and service requests into one queue.
Insurance Brokerages
AI workflow pilots for broker teams.
Relay helps insurance brokerages automate one painful workflow at a time. Current focus is three narrow design-partner tracks: voice agent workflows, renewal and policy workbench workflows, and service inbox automation.
AMS-aware
Human-in-the-loop
One workflow first
Operator Snapshot
Voice Track
Caller asks about renewal pricing and wants a same-day callback.
Policy context loaded from AMS before transfer or follow-up.
Renewal Track
Expiring policy, incumbent renewal, and alternate quote compared side by side.
Changed limits, deductibles, endorsements, and exclusions highlighted.
Service Track
Certificate request received from a jobsite with special holder wording.
Draft COI and AMS note queued for review before send.
How It Works
Structured brokerage workflow, not generic AI theater
Relay is designed to work with the way broker teams already operate: real requests come in, context gets pulled from the system of record, a draft gets produced, and a human stays in control where needed.
Step 02
Context
Pull account, policy, and workflow context from the AMS or system of record before drafting anything.
Step 03
Draft
Generate a call action, comparison summary, proposal draft, or service response with clear evidence.
Step 04
Review
Keep humans in the loop with approval gates, escalation rules, and clean notes back to the broker system.
Workflow Diagram
One intake layer, three possible outputs
The same Relay foundation can support voice, renewal, or service workflows. The design-partner process is to pick one lane first, make it work on real volume, then expand only after the team trusts it.
Input
Emails, policy PDFs, call transcripts, AMS records
→
Context
Account history, active policies, request type, due date
→
Draft
Call action, client comparison, COI draft, or service packet
→
Broker Review
Approve, edit, send, escalate, and sync notes back
UI: Work Queue
Renewal comparison due tomorrow
3 policy files loaded · client meeting at 10:00 AM
Certificate request for Riverside jobsite
Special holder wording detected · review required
Inbound renewal call missed after hours
Call summary generated · callback task drafted
UI: Review Workspace
| Workflow | Draft Output | Status |
|---|---|---|
| Voice | Disposition + transfer note | Ready |
| Renewal | Comparison summary + proposal draft | Review |
| Service | COI draft + AMS note | Ready |
Every pilot starts with explicit review gates before live action.
Pilot Tracks
Three narrow starting points for design partners
I can build a lot, but the right way to start is to pick one painful workflow with clear ownership, measurable volume, and a human review step.
Voice Agent Connected To Your System
AI phone and message handling for servicing, renewal follow-up, FNOL intake, and routing.
- Caller verification and policy lookup
- Call notes and dispositions synced back to the system of record
- Escalation rules for risky or complex conversations
Renewal And Policy Workbench
Document-heavy help for quote comparison, proposal drafts, renewal prep, and policy review.
- Expiring vs renewal vs remarket comparison
- Changed limits, deductibles, exclusions, and endorsements highlighted
- Client-ready summaries and AMS-ready notes
Service Inbox Automation
Turn certificate, loss run, and endorsement requests into structured, review-ready work.
- Intake and triage from email threads and attachments
- Draft COIs, loss run packets, and endorsement requests
- Status tracking and turnaround visibility for service teams
Early Access Program
Limited rollout for insurance broker teams
Each design partner starts narrow. We pick one workflow, use real requests and real edge cases, and only widen the scope after the team trusts the output.
Rollout Structure
- Limited onboarding slots
- 4-6 week pilot
- One workflow in scope
- Weekly working session
What You Get
- Hands-on implementation and tuning
- Direct access to product decisions
- Clear pilot success metrics
- Fast iteration on your real workflow
What We Need
- Operational owner plus system contact
- Real examples of the target workflow
- Fast feedback each week
- Willingness to start with review gates
Contact
If you run broker operations, let's scope one workflow
We will map your current process, choose the highest-leverage pilot track, and define a narrow rollout.
Current focus: insurance brokerages looking to start with voice, renewal, or service operations.