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.

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New business quoting

Your agency selects supported carriers; Relay runs only the portal workflows configured for that submission.

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Intake processing

Extract source-linked fields from ACORD forms and flag missing or uncertain information for review.

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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

01

We connect

We map the inbox, documents, handoffs, and existing systems involved in the first workflow.

02

We equip

Relay is equipped with your approved context and the insurance skills validated for the first workflow.

03

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.

See how Relay works