Documents
Policies · forms · trailing documents
The AI Platform For Insurance Agencies.
Relay AI connects to the systems your team already uses, eliminates duplicate data entry, and prepares certificates, renewals, quotes, policy checks, proposals, and call intake for staff review.
Book a demoTrusted by
Voice agent
Auto quoting
COIs
Proposals
Renewals
Policy checks
AMSDocuments
EmailPhone
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
The integration
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. EXPECTED TERMS
CHECKEXPECTEDISSUED
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
Issues found1 OF 4
✓ MATCH
All matched
✓ Named Insured
✓ Effective Date
✓ Wind/Hail Deductible
Total matched3 OF 4
Pilot outcomes
Start small. Prove it on real work.
Pick the workflow already slowing your team down. Fit Relay AI to the real sources, agency rules, and approval steps—then expand only after the value is clear.
8+ hrs
Back every week
Reduce the repetitive preparation work already consuming your team’s day.
1 workflow
To prove the value
Start with one real bottleneck, tune it to your process, then expand on your pace.
Review first
Before work moves
See the source evidence, exceptions, and next action before staff approval.
About us
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, studied AI at Penn, and is a licensed P&C broker. He leads product and works directly with agencies to turn policy checks, renewals, and other repetitive work into systems staff can review.
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.
How we build
One painful workflow first. Your agency's rules. Your team in control.
We map the inboxes, documents, AMS steps, exceptions, and approval boundary before we automate the work around them.
FAQ
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.
See Relay AI on your workflow
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