Insurance Automation
Stop losing producers to paperwork. Automate your insurance agency.
Your team didn't get licensed to do data entry. Relay handles the repetitive work so they can sell.
The problem every agency faces
Your producers are drowning in admin work
Your producers spend 40% of their day on data re-entry. That's $0 in revenue. Every quote means logging into clunky carrier portals, entering the same data one carrier at a time, waiting for page loads and timeouts, and manually building comparison sheets. One lead can take 2-3 hours to quote across 8 carriers.
The invisible full-time clicker
$60K
a year, in clicking and pasting.
Add up the portal entry time across your team. You're paying for an entire position's worth of clicking, copying, and pasting. For most agencies that's roughly a full-time salary of work that generates zero revenue and zero client relationships. That's the position Relay replaces.
What you can automate
Workflows we handle for you
Start with the one eating your week. Each runs on a dedicated platform tool, with your team reviewing before anything goes out.
Renewal quoting
Prepare approved renewal records and run selected, supported carrier workflows through the AI Quoting Preview.
Learn more →New business quoting
Your agency selects supported carriers; Relay runs only the portal workflows configured for that submission.
Learn more →Intake processing
Extract source-linked fields from ACORD forms and flag missing or uncertain information for review.
Learn more →COI issuance
Future workflow: prepare certificate information for a licensed person to review and issue.
Claims processing
Future workflow: prepare first-notice information and route it to the person who owns the claim handoff.
Policy administration
Future workflow: organize policy-change requests and keep ownership visible for human processing.
Each workflow runs on a dedicated platform tool. Meet the platform →
Which workflow is eating your week?
Tell us which one hurts, and we will be honest about whether Relay fits your carriers and volume.
Your agency, your setup
We start with your systems, people, and workflow
Guided setup
We guide initial setup and configure only the workflows validated for your agency.
Keeps your AMS in place
Relay works alongside familiar management systems. General two-way AMS synchronization is not currently offered.
Human-in-the-loop
Automation handles data entry. Your team handles decisions. Nothing is submitted without review.
Custom-built for you
Every automation is built for your specific carriers, lines of business, and workflows.
Operating visibility
What a prepared workflow makes clear
One queue
Work needing review
Incoming work, ownership, and next steps stay visible
Source-linked
Prepared information
People can check extracted fields against the original document
Human
Agency decisions
Coverage, recommendation, and binding remain with licensed people
Configured
Carrier workflows
Preview access is validated by carrier, line, state, and portal
How it works
A guided first workflow
We connect
We map the inbox, documents, handoffs, and existing systems involved in the first workflow.
We build
We map your workflows and build custom automations for your specific carriers and lines.
Your team reviews
People verify the prepared work, resolve uncertainty, and make the agency's decisions.
FAQ
Common questions
What types of insurance automation does Relay handle?+
Relay currently focuses on the workspace, inbox, documents, and human-reviewed handoffs. AI Quoting is a separate Research Preview for selected, configured carrier workflows. COI, claims, and policy-administration workflows shown here are future directions, not generally available products.
Do I need an IT department?+
No. We handle all setup, configuration, and ongoing maintenance. Nothing to install, no code to write.
How is this different from a comparative rater?+
Comparative raters use participating carrier connections. AI Quoting Preview evaluates configured portal workflows outside that path, but support still depends on the carrier, line, state, and portal requirements.
Will automation replace my staff?+
No. It replaces the clicking and data entry so your team can focus on selling, client relationships, and complex judgment calls.
Get started
Get on the Summer ’26 list.
Spring ’26 is full. Get on the Summer ’26 list and we will be in touch as spots open.