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RelayGet started

Start with one quote. Build from there.

Join the Relay waitlist with your work email. We’re continually inviting agencies and will email you when access is available.

Your email is all you need to start.

We’ll email you about access. Privacy

When your invitation arrives, start with a task you know well.

  1. 1

    Choose a first workflow

    An application, an ACORD draft, a proposal, a certificate request, or a client question.

  2. 2

    Know the source

    Have the relevant documents and agency instructions ready. Keep client files out of the public signup form.

  3. 3

    Define a useful result

    Choose who will review the work and what needs to be correct before the team uses it.

A few things worth knowing first.

Your systems

Check the workflow and connections your agency needs.

Your costs

Confirm the plan, setup, and any separate AI requirements.

Your client data

Understand the workflow and human review boundaries.