How It Works
Relay selects the best-fit AI, equips it with approved agency context and insurance skills, and keeps your team in control of every review.
The setup
Start with the real quoting work, the systems it touches, and the person who owns the final decision.
Bounded scope. Human approval defined.
Choose a bounded quoting job and confirm the carrier path, source documents, systems, and human approval that belong in it.
Chen submission
ACORD 80 + approved source documents
Relay uses agency context and validated insurance skills to prepare the submission, work configured steps, and keep evidence attached.
People resolve uncertainty, compare the returned work, and make every coverage, binding, and client decision.
Curious what the workspace includes? Explore the platform.
Start with one workflow
Each one is configured around the tools your team already uses. When the first workflow is working, the next one is a conversation, not a project.
Auto-tagging
Chen Household
Need a quote for our new home
Every message is read, tagged, and assigned the moment it lands. Routine replies come back as drafts, ready for a person to approve.
Auto-prioritize
Everything is connected, so Relay knows what is due, what is stuck, and what needs a person today. The urgent work floats to the top on its own.
Agency brain
Ask for a draft, a document, or an answer. Relay knows your clients and policies, and it responds with the source attached.
Quoting is the public starting point and opens through assisted early access with its own fit review. How AI Quoting early access works.
What day one actually looks like
01 · Fit review
Review the carrier, line, state, authentication, source documents, and portal path before anything is configured.
02 · Guided setup
Add the approved agency context and insurance skills, then define what Relay may do and where a person must act.
03 · Controlled run
Relay returns the result, questions, or decline with source evidence. Your team checks it and decides what happens next.
FAQ
Relay works across a bounded workflow while your AMS and carrier portals remain in place. Guided setup keeps the first job focused instead of asking the agency to replace its systems.
Configured early-access workflows are monitored. If a portal change affects the path, Relay holds or flags the work for review rather than guessing through an unsupported step.
Treat AI output as prepared work, not a coverage decision. Relay returns results and evidence for your team to review. It does not bind, issue, pay, or send client work without human action.
Relay works alongside familiar systems such as Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, and AgencyZoom. General two-way AMS synchronization is not currently offered; custom links are evaluated as pilots.
Carrier access is discussed only for an approved early-access workflow. The setup defines scoped access and controls before a run; ask Relay for the current security documentation during fit review.
No. Relay works alongside them. The AMS remains the agency's system of record and the carrier portal remains the carrier's interface.
Yes. Quoting is the public starting point, and early access begins with one bounded workflow that can be evaluated before anything expands.
Every run includes validation checks. Low-confidence details are flagged for human review before anything is sent or submitted.
Timing depends on carrier, line, state, authentication, source documents, portal requirements, and your team's review process. Joining the waitlist does not promise an invitation or launch date.
Relay shares early-access updates and reaches out when the agency's quoting workflow matches current capabilities. Commercial terms are shared before any access begins; joining the waitlist creates no purchase commitment.
Get started
Join agencies helping shape Relay’s early access, starting with quoting.