Applied Epic
Pull account, policy, activity, and attachment context when the agency grants access.
AI Platform for Insurance Agencies
Relay AI connects to the systems your agency already uses, reads the source files, and prepares COIs, renewals, policy checks, quote work, and commission reviews for approval.
Commission reconciliation
Producer commission CSV from statement, policy PDF, and AMS data.
Source evidence
Statement and policy PDF
PORTAL
Carrier portal
Statement download
PDF
Policy PDF
Producer and policy evidence
AMS
AMS database
Producer and split rules
Policy PDF
Commercial package policy
PolicyBOP-1048
ProducerProducer A
Statement rowPremiumComm.
BOP-1048$12,846$1,284.60
WC-2271$8,930$803.70
AUTO-6110$4,420$397.80
Relay database
Policies matched to producer rules
PolicyProducerSplitPayable
BOP-1048Producer A70%$899.22
WC-2271Producer B60%$482.22
AUTO-6110House account100%$397.80
BOP-1048 to Producer AMatched
WC-2271 to Producer BReview split
AUTO-6110 to House accountHouse
Completed CSV
Producer payables ready
ProducerRowsOwed
Producer A1$899.22
Producer B1$482.22
House account1$397.80
Statement totalCSV total
$1,779.24$1,779.24
Built alongside agencies
Built alongside the teams doing the work.
We work from the files agencies already review: renewal packets, COI requests, policy-check queues, and commission statements.
What agencies ask us to get right
Familiar templates. Visible sources. Clear exceptions. Fast improvements once the team reviews real files.
Working alongside Members Assurance Property & Casualty, Oberle Risk Strategies, and Insurance Brokers West.
Real workflow demos
COIs, renewals, and commission review you can watch
Operator-led setup
Map the queue with the CSR, producer, or accounting owner
Agency-specific output
Keep your forms, worksheets, language, and review rules
Pilot outcomes
Start small. Prove it on real work.
One owner. One queue. One review-ready output. If it saves time and earns trust, expand to the next desk.
1 queue
mapped with the person who owns it
Start with a COI inbox, renewal pile, policy-check queue, quote list, or commission statement.
8+ hrs
targeted back each week
Aim at the checking, matching, and drafting work your team repeats every day.
Source-cited
answers tied to evidence
Reviewers see the email, policy page, AMS record, quote, or statement row behind the output.
Where Relay AI works
Meet the work where it already lives.
Relay AI connects the few sources a workflow needs, pulls facts into the packet, and leaves your AMS, inbox, and documents as the source of truth.
Vertafore
Use AMS context without asking staff to re-key facts into another tool.
Xanatek
Bring policy, insured, and task data into quote and service workflows.
EZLynx
Prepare rater work from account, driver, vehicle, and policy context.
HawkSoft
Work around the AMS staff already has open, then return the output for review.
Workflow sources
Inbox, docs, portals
Shared inboxes, policy PDFs, spreadsheets, forms, call notes, carrier portals, and raters.
Workflow areas
Start with the work already eating the week.
Pick the bottleneck. Each bucket shows the request, source systems, and review-ready file.
COI Generation
Read the request, match the account, verify coverage, and draft the COI for CSR review.
Policy Checking
Compare the issued policy to the binder, worksheets, requirements, and endorsements, then return the exceptions.
Policy Digest
Fill the digest workbook from policy PDFs and keep the source pages visible for review.
COI Mailbox
Read the shared inbox, parse holder requirements, match the account, and queue the COI draft.
Policy Check Queue
Turn policy-check tasks into a review queue with source-backed exception logs.
COI generation
COI draft from request, AMS, and policy docs.
MAIL
Certificate request
AMS
Account context
PDF
Policy pages
Request details
Requirements boxed
HolderFound
Job locationFound
Waiver wordingReview
CSR review
COI draft ready
Holder detailsReady
Limits matchedReady
Special wordingReview
FAQ
Questions agencies ask first.
Who is Relay AI best for?
Independent P&C agencies with repeat work that still needs staff judgment: COIs, renewals, policy checks, quote requests, commissions, intake, or document prep.
Does Relay AI replace our staff?
No. Relay AI prepares the repetitive checking, matching, and drafting. Your team keeps the judgment, client relationship, and final approval.
What systems can it work with?
Relay AI works around the systems your staff already has open: AMS, shared inbox, policy PDFs, carrier portals, raters, spreadsheets, forms, and call notes.
What happens to our data?
Pilot access is scoped to the workflow. Outputs cite the source evidence used, your team approves the work, and agency data is not used to train foundation models.
How does a pilot start?
Bring one bottleneck: a COI inbox, renewal pile, policy-check queue, quote intake, commission statement, or data cleanup list. We map the sources and show what Relay AI can prepare.
What if our workflow is not listed?
The listed workflows show the pattern. If the job starts with email, documents, AMS data, or a statement and ends with a draft, checklist, workbook, or task, we can usually scope a narrow pilot.
Book a demo
Bring us the bottleneck.
Pick a time and bring one real workflow: a COI inbox, renewal pile, quote request, policy-check queue, commission statement, or data cleanup list.
Book a time