More capability for every person on your team.
Quoting is the start. Relay helps with the forms, documents, and client questions around it, in a workbench your team can talk to.
You already have the details. Put them to work.
Start with dec pages, an application, or your quote sheet. Relay enters the information in supported carrier sites and brings the results back, so you can get back to your client.
Explore AI quotingThree quotes. Ready for you.
Illustrative results. Your team reviews coverage and terms.
The same client details. Without the same typing.
Give Relay the client documents and name the ACORD you need. It prepares an editable form with the facts it can support, so you can spend your time checking the application and filling the gaps.
Explore ACORD generationTurn the quotes into a conversation.
Bring the reviewed quotes and your recommendation. Relay prepares an editable proposal with the figures, coverage differences, and next steps, ready for you to make it your own.
Explore Insurance proposalsA COI request. Less searching and retyping.
Bring the certificate request and the policy documents. Relay prepares an editable draft with the insured, holder, policy details, and requested wording together for your review.
Explore Certificate draftsYour client is on the phone. The answer is in the file.
Ask about the documents in your task. Find the date, limit, or detail you need, then check the source before you answer.
Explore Client document questionsGive every agent
superpowers.
Less time moving information. More time with the people behind it.
Give Relay the dec page, the certificate request, or the quote options. Your team gets a starting point they can check and use, without copying the same details into another blank form.
Meet your AI teammate
Keep your agency’s way of working.
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