Give Relay the task. Keep the client conversation.
You do not need a new way to run your agency. Start with one piece of work that involves too much retyping, searching, or document preparation.
- 1
Bring a real task
Use the application, policy document, certificate request, or quote options already on your desk.
- 2
Give Relay the context
Tell it what you need, add the relevant documents, and include your agency's instructions.
- 3
Review the work
Watch browser work, check document drafts, and resolve questions. Your team decides what happens next.
Say what you need in the words you already use.
Relay works from the documents and instructions you provide. You can follow the browser, answer a missing question, and review the returned quotes before taking the next step.
Pick a useful first win.
A small start. A clear next step.
What should I bring?
Choose one representative workflow and the source documents it needs. Use sample or redacted material for evaluation; the public website examples do not accept client uploads.
Do I need to install anything?
The setup depends on the workflow. Carrier browser execution can use Relay Browser; we confirm the workspace, required installation, and connections for your agency before you begin.
What should we measure?
Check how much review and correction the task needs, whether the result is useful, and whether your team chooses to use it again. Start from your own baseline rather than the timing in a website animation.
Your next step starts with one email.
Join the waitlist. We’re inviting agencies regularly and will email you when access is available.
Join the waitlist