Bring this scorecard to your next commercial quoting demo
Compare quoting software on your actual accounts. Use a downloadable scorecard to evaluate preparation, carrier work, returned documents, and staff review time.
The Relay blog
Ideas for the work ahead.
Practical workflows, fresh perspectives, and a little more room for the people behind every policy.
25 articles
From dec pages to an ACORD draft: what carries over?
See what can carry from declarations into an ACORD draft, what still needs a client answer, and how to review a generated application before the next step.
A submission triage checklist your next teammate can use
Turn a new-business email into an owned, actionable submission. Use a worked example, handoff template, and checklist to keep missing details from becoming rework.
AI email management for insurance agencies: what to test
Evaluate inbox classification, assignment, drafting, and review with real agency requests. Separate routing a message from completing the work.
How to manage an insurance agency shared inbox
A practical process for shared inbox ownership, request tags, waiting items, backup coverage, and a weekly review of agency work.
An insurance email triage workflow your team can use
A daily agency triage routine for identifying time-sensitive requests, assigning owners, and keeping acknowledgment separate from completion.
What is a quoting AI agent? Start with the result
Understand quoting AI through the information it uses, actions it performs, results it returns, and the review your agency still needs.
Commercial quoting automation: prepare a file the team can use
A practical commercial-lines workflow for applications, exposures, loss history, market requirements, quote status, and reviewed proposals.
Comparative rater or portal automation: compare the workflow
Understand rating connections and browser automation by testing inputs, result status, remaining work, and recovery on your actual accounts.
EZLynx alternatives: separate the AMS from the unfinished task
Evaluate an EZLynx alternative by the actual work your agency needs: agency records, supported rating, document preparation, or quote proposals.
Agentic AI for insurance agencies: choose a useful task
Understand AI agents through applications, proposals, certificates, file questions, and supported browser work your agency can review.
Carrier portal automation: what the agency should see
Understand carrier browser automation from client information to a reviewed result, including support, questions, access, and recovery.
Insurance renewal automation: a practical agency workflow
Build a renewal process around current client information, reviewed terms, owned next actions, and measurable preparation work.
Loss runs automation: organize the request and review the report
A practical loss-runs workflow: confirm requirements, track authorized requests, check report periods, and review extracted claims information.
On-premise AI for agencies: evaluate the whole data path
Compare local and hosted AI using data flow, operating responsibility, access, recovery, export, and the workflow your agency needs.
QuoteBurst alternatives: lead response or client-file work?
Identify whether your agency needs lead quoting, requoting, or help preparing the applications and proposals around a client account.
An insurance intake form clients can understand and finish
Design an agency intake form around the next useful step, with clear questions, document handling, an owned follow-up, and measurable completion.
Extracting ACORD data: keep the source beside the field
A practical ACORD extraction workflow for agencies: identify the form, preserve missing answers, resolve conflicts, and review the next deliverable.
Choosing insurance automation software for your agency
Compare automation options by the task you need completed, the support your team requires, and the evidence a pilot should produce.
RPA Studio is now Relay
The story behind the Relay name and how it connects to the client work independent agencies do every day.
What manual quoting costs your agency: a worksheet
Calculate the cost of quoting preparation using your own volume, time, and labor inputs. Separate an illustrative estimate from measured savings.
How to start carrier portal automation: five practical steps
Define a supported carrier task, prepare inputs and access, validate with a permitted example, and measure the reviewed result before expanding.
Virtual assistant or automation: compare the completed work
A practical comparison for agency owners: scope, training, review, access, continuity, and the cost of a usable result.
Tarmika alternatives: identify the quoting step you need
Evaluate commercial quoting alternatives with your actual carriers, account types, remaining questions, and proposal workflow.
When a carrier workflow changes: what good automation should show
Evaluate insurance automation by visible state, source checks, exception handling, recovery, and maintenance, rather than self-healing claims.