June 30, 2026 · Updated September 5, 2026
An agency owner does not need an AI vocabulary lesson before seeing useful work. A prospect sends dec pages. An account manager needs an application, a proposal, a certificate, or an answer from a client file. Start there.
Agentic AI generally describes a system that can use tools and take steps toward a task. It may combine conversation, document work, and actions in other software. The label does not prove independence, accuracy, or suitability for an insurance workflow.
Ask what the colleague receives
For each demonstration, identify the input, the actions, and the deliverable. A summary, a populated document, and a saved carrier application are different outputs. A useful product makes the distinction clear.
The agency needs to know what is supported, what information is missing, and where a person takes over. Those questions matter more than whether the vendor calls the product a copilot, assistant, agent, or automation platform.
Five tasks worth understanding
Preparing an application
Begin with the documents and confirmed client information available. A supported workflow can prepare a draft for review. Check the source of important facts, current exposures, form edition, and missing answers. A filled field is not evidence that the client confirmed it.
Building a proposal
Use the quotes the agency actually received. A useful draft makes important differences and conditions visible alongside premium. The reviewer should be able to check the source terms before the client chooses an option.
Preparing a certificate
Identify the insured, holder, policy period, and requested details. Review relevant policy wording and endorsements before showing status or special wording. A certificate draft does not create coverage or establish that a contract requirement is met.
Answering a client-file question
Ask a question tied to available documents, such as locating a listed deductible or policy period. Inspect the supporting source and its date. A coverage determination may require more than the selected excerpt or declarations page.
Performing supported browser work
Confirm the exact site task, authority, and authentication arrangement. Watch the actions and review the returned result. Missing information, a referral, or a changed site may require a person. The system should make that next step clear.
These are evaluation tasks, not a claim that every product supports every form, account, or carrier. Relay's platform pages describe the workflows to discuss during setup.
Keep the agency's role explicit
Preparing information is different from advising a client or completing an authorized bind. Define who may start work, review output, communicate a conclusion, and perform the next external action. A software label does not establish professional authority.
Include service colleagues in that design. They know the details that make a handoff useful: the client's actual request, an unresolved question, a required date, and where the final document belongs.
Start small enough to learn
Choose a recurring task with a recognizable output. Use representative files the agency is permitted to provide and include an incomplete example. Record the current process before comparing it with the tool.
| Measure | Why it is useful |
|---|---|
| Usable completed outputs | Establishes whether the task helped the next colleague |
| Review and corrections | Captures work a fast first draft may hide |
| Missing information | Shows where the client still needs to contribute |
| Interruptions | Reveals the operating process when the task cannot finish |
| Final handoff | Confirms the result reached the person and record that need it |
A single demonstration establishes a possibility. Repeated representative work helps establish fit. Expand only after the team understands both successful results and exceptions.
Make the product approachable through visibility
The most useful introduction to AI may be a familiar document being prepared or a browser filling a supported application. The team can see the work, check the result, and understand what happens next.
That is the standard for Relay: start with one useful piece of client work, review it, then build from there. See how Relay works or begin with ACORD generation if application preparation is the recurring task on your desk.
Give your team a useful first task with Relay.