Blog

Guides for Agencies That Want to Stop Re-keying

Real numbers, real workflows, real talk about insurance automation.

July 11, 2026

AI Email Management for Insurance Agencies: What It Actually Does

What AI email management really means for an insurance agency, what it can and cannot do today, how to evaluate tools, and where Ask Relay fits honestly.

July 11, 2026

How to Manage an Insurance Agency Shared Inbox

A process-first guide to running an insurance agency shared inbox: ownership, tagging conventions, and service-level habits that hold up under volume.

July 11, 2026

An Insurance Email Triage Workflow You Can Adopt This Week

A concrete morning email triage workflow an ops manager can run this week, plus the same workflow with an AI assistant handling the read-and-sort layer.

July 9, 2026

What Is a Quoting AI Agent? A Guide for P&C Agencies

A quoting AI agent automates carrier portal submissions. Learn how it works, how it differs from comparative raters, and what to ask before buying.

July 7, 2026

Commercial Lines Quoting Automation: How Agencies Win

Commercial lines quoting takes 30-45 min per portal. See how portal automation cuts a 3-hour workflow to under an hour for independent agencies.

July 4, 2026

Comparative Rater vs. Portal Automation: What to Know

See how comparative raters and portal automation differ. Find which approach saves your agency the most quoting time.

July 2, 2026

EZLynx Alternative: When Your AMS Rater Isn't Enough

EZLynx's comparative rater returns rate estimates but stops short of portal submission. Relay automates that step, without replacing your AMS.

June 30, 2026

Agentic AI for Insurance Agencies: What It Is, How to Start

What agentic AI actually means for a 10-person P&C agency: 4 real use cases available today, what your agents still own, and how to start this week.

June 27, 2026

Carrier Portal Automation: What It Is and How It Works

Carrier portal automation eliminates manual data entry for insurance agencies. Learn what it is, how it works, and what to look for in a platform.

June 16, 2026

Insurance Renewal Automation: The Complete Guide

How insurance renewal automation works, what it saves, and how it compares to AMS renewal features. A practical guide for independent P&C agencies.

June 12, 2026

Loss Runs Automation: Stop Chasing Carriers for Claims History

Loss runs eat hours: request, wait, chase, re-key. Here's how agencies automate the worst half of the workflow and what the chase really costs.

June 12, 2026

On-Premise AI for Insurance Agencies: What You're Actually Buying

Thinking you need on-premise AI for your agency? Here's the honest math, the six questions that actually matter, and when a server in your office helps.

June 12, 2026

QuoteBurst Alternative: Why Agencies Choose Relay

QuoteBurst quotes internet leads fast. But speed-to-lead isn't the same as automating the submission. See the side-by-side and where each tool fits.

June 10, 2026

How to Put an Insurance Intake Form on Your Agency's Website (That Clients Actually Finish)

Most agency website forms collect four fields and a phone tag promise. Here's how to embed an intake form that returns quote-ready data instead.

June 10, 2026

How to Extract Data From ACORD Forms (125, 126, 130, 140) Without Re-Typing Them

ACORD forms arrive half-filled and get re-typed by hand. Here's how agencies extract structured data from ACORDs, dec pages, and loss runs instead.

April 11, 2026

Best Insurance Automation Software for Agencies in 2026

An honest comparison of insurance automation tools: comparative raters, VAs, RPA platforms, no-code tools, and AI agent platforms.

April 8, 2026

RPA Studio is now Relay

Same product. Same team. New name. Here's why we rebranded RPA Studio to Relay, and what it means for your agency.

March 18, 2026

Manual Quoting Costs $13,000 Per CSR Per Year. Here's the Math.

The average agency loses $13,000 per CSR per year to manual quoting. Run the math for your own volume and see what re-keying really costs.

March 11, 2026

How to Automate Insurance Carrier Portals: 5 Steps

Learn how to automate insurance carrier portals in 5 steps. Connect your AMS, configure credentials, and recover 8-12 hours per CSR per week.

March 11, 2026

Virtual Assistant vs. Automation: The Math for Insurance Agencies

Hiring a VA or automating carrier portals? A full-time VA runs $1,000-4,000/mo and types one portal at a time. See the real cost and speed math.

March 11, 2026

Tarmika Alternative: Why Agencies Choose Relay

Looking for a Tarmika alternative? Relay's full carrier portal automation goes beyond comparative rating. See the side-by-side and book a demo.

March 9, 2026

Why Automation Scripts Fail in Insurance (And What Works Instead)

Traditional RPA scripts fail insurance agencies every 2-4 weeks per carrier. Here's why RPA fails in insurance and what AI-based automation does instead.

Get started

Join the Relay waitlist.

Join agencies helping shape Relay’s early access, starting with quoting.

See how Relay works