Producer approval
No client email or carrier instruction leaves without agency approval.
Renewal automation for insurance agencies
Prepare renewals in minutes, not hours.
Relay pulls the carrier email, checks the new offer against the expiring policy, creates AMS activities, runs remarket quotes, and drafts the proposal packet for producer approval.
AMS integrations
Renewal demo
Watch a renewal move from carrier email to producer review.
In the walkthrough
Email intake, policy check, AMS activities, remarket quotes, and proposal draft.
Trusted by modern insurance teams
Oberle Risk Strategies
Renewal automation, auto-quoting, COI generation, and policy checking.
Renewal automationAuto-quotingCOI generationPolicy checking
Members Assurance Property & Casualty
Service workflow automation and document-heavy intake support.
Service workflow automationDocument-heavy intake support
Renewal workflow
From carrier email to producer-ready renewal.
Relay prepares the renewal file step by step, so producers review the decision instead of assembling the packet.
Renewal work history
Prepared before producer review
Source-backed checks
Every finding links back to the carrier PDF, quote, email, or AMS record.
AMS-native handoff
Activities, notes, and attachments land where the team already works.
Start narrow
Pilot one renewal step first, then expand after the workflow earns trust.
Workflow audit
Scope the renewal workflow in person.
Relay starts with a hands-on audit of how renewals actually move through your agency. We will come onsite, map the workflow with your team, and deploy the first pilot around your AMS, inboxes, quoting steps, and approval gates.
01
Map the renewal process with the people doing the work
02
Configure around your AMS, inboxes, carrier PDFs, and quoting tools
03
Train producers and account teams before the workflow goes live