Insurance workflow workspace

One platform. Every insurance workflow.

Start with renewals, then use the same AI workspace for quote comparison, coverage analysis, contract requirements, proposals, COIs, call intake, and commission review.

Explore workflows Watch demo

AMS and rating integrations

Trusted by modern insurance teams

Oberle Risk Strategies

Brokerage operations workflows.

Renewal automationAuto-quotingCOI generationPolicy checking

Members Assurance Property & Casualty

Service and intake workflows.

Service inboxDocument intakeRequest triage

Insurance Brokers West

AI phone and workflow automation.

AI phone workflowsBroker intakeService automation

“In a short amount of time… they have proved very helpful to us here.”

Robert “Robby” Grandy · Owner, Members Assurance Property & Casualty

Workflow desks

Click through each desk.

Each desk is a focused workflow surface for the operator doing the work: producer, CSR, accounting owner, or phone intake lead.

Renewal desk

Prepare renewals in minutes, not hours.

Relay pulls the carrier email, checks the new offer against the expiring policy, creates AMS activities, and drafts the producer review packet.

Review-ready

Video demo

Watch the renewal desk prepare the producer packet.

Open Loom

Match carrier PDFs and emails to the right AMS account.

Flag premium, deductible, limit, form, and coverage changes.

Trigger remarket paths when agency rules are crossed.

Draft proposal language with evidence attached for approval.

Desk result

Producers start from a checked renewal file instead of assembling it by hand.

Carrier emailExpiring policyAMS activityProposal draft

Operating model

Automation that still feels like agency work.

Relay is not a generic chat layer or a rip-and-replace system. It prepares specific workflows around the way your account teams, producers, and finance staff already work.

AMS-first

Relay works around the systems agencies already use, then writes useful work back as activities, notes, files, or drafts.

Less manual prep

The repetitive checking, matching, comparing, drafting, and reconciliation work is handled before staff review.

Review-ready results

Every workflow gives the team something concrete to inspect: a queue, table, packet, workbook, note, or draft.

Human approval

Relay prepares the work. Producers and account teams keep the judgment, client relationship, and final send.

FAQ

Questions agencies ask first.

Straight answers on where Relay fits, what it touches, and how a pilot actually starts.

Does Relay replace my staff?

No. Relay prepares the repetitive checking, matching, and drafting so your team starts from a sourced, review-ready file. Producers and account staff keep the judgment, the client relationship, and the final send.

Which systems does Relay work with?

Relay is AMS-first and works around the systems agencies already use — including Applied Epic, Vertafore, Xanatek, and EZLynx — then writes useful work back as activities, notes, files, or drafts.

How does a pilot start?

We start with one real bottleneck — renewals, COIs, policy checks, commissions, quotes, or proposals — map where the work drags, and scope the smallest pilot that saves real time without changing how your agency runs.

What happens to our data?

Relay operates inside the permissions you grant and produces inspectable results with the original evidence attached, so every action your team approves is traceable back to its source.

How long until we see results?

Pilots are deliberately narrow so the first workflow can go live quickly. For design partners, Relay can configure onsite and train staff in person.

Workflow audit

Book the audit. Leave with the pilot plan.

We look at one workflow as it actually runs: who touches it, where it waits, what gets re-keyed, what has to be checked, and where producers get pulled into prep work. Then we scope the smallest Relay pilot that can save real time without changing how your agency runs.

Bring one real bottleneck: renewals, COIs, policy checks, commissions, quotes, or proposals

Map the drag: waiting, retyping, checking, chasing, and producer assembly work

Scope the pilot: workflow, systems, approval gates, rollout path, and success target

Deploy with the team: for design partners, Relay can configure onsite and train staff in person