Insurance Automation
Give repetitive insurance work to AI. Keep judgment with your team.
Relay combines adaptable AI, agency context, insurance skills, and human approval—starting with quoting.
The problem every agency faces
The same account gets re-keyed across documents and portals
Inbox attachments, ACORD forms, carrier questions, and portal fields describe the same risk in different interfaces. Relay is built to prepare that repetitive work while your team handles uncertainty, market choice, and client advice.
Count the work before automating it
One workflow
measured from source to human review.
Start with a real submission, the systems it touches, the exceptions that occur, and the approval that ends the task. A bounded workflow gives the agency a result it can evaluate without relying on a broad ROI promise.
What you can automate
Start with a bounded job
Quoting is the public starting point. Other cards are labeled honestly so future direction is not mistaken for a live promise.
Renewal quoting
Prepare approved renewal records and evaluate selected, supported carrier workflows through AI Quoting early access.
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 →
Start with the quoting workflow slowing your team down.
Join the waitlist and tell us where the work stalls. We will be honest about carrier and workflow fit.
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.
Adapted to your agency
Relay combines agency context with only the carrier, line, and workflow skills validated for the work.
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
Early access is validated by carrier, line, state, authentication, 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 equip
Relay is equipped with your approved context and the insurance skills validated for the first workflow.
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 equips agency teams with AI for bounded, human-reviewed insurance work, starting publicly with quoting. 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. Relay AI Quoting early access evaluates configured portal workflows outside that path, but support still depends on carrier, line, state, authentication, and portal requirements.
Will automation replace my staff?+
No. Relay is designed to prepare repetitive work while people keep client relationships, exceptions, approvals, coverage decisions, and binding decisions.
Get started
Join the Relay waitlist.
Join agencies helping shape Relay’s early access, starting with quoting.