Platform

One toolbox, built for independent agencies.

Relay prepares the work your team needs and gives owners a clear view of what is moving. Your people review, decide, and serve the client. We label each capability honestly, so you always know what is live.

The tools

Every tool takes a job off your team’s plate.

Give the team a clearer next step. Give the owner the full picture. Add each capability as it fits your agency, and every one carries an honest availability label.

Flagship · Live

Relay: The AI system your whole agency talks to.

Relay is your agency's brain. It reads the inbox, finds any email or document, tells you what is urgent, drafts the replies, and helps you quote. In plain language, with a human in the loop.

  • Works your inbox: reads, sorts, drafts
  • Finds any email, document, or client in seconds
  • Tells you what is urgent and what is owed
Meet Relay
Live

Document Parsing

ACORDs and dec pages in. Clean fields out.

Explore Document Parsing
Live

ACORD Generation

Client data in. Filled, checked ACORD forms out.

Explore ACORD Generation
Live

Analytics

See what came in, what moved, and where work needs attention.

Explore Analytics
Live

Connections

Start with Outlook. Keep the AMS your team already knows.

Explore Connections
Research Preview

AI Quoting

Configured carrier portal workflows, returned with source evidence for your team to review.

Explore AI Quoting
Beta

Intake Forms

Branded forms on your site that feed the pipeline.

Explore Intake Forms
Beta

Underwriting Workbench

Maps, county records, and flood zones on one screen.

Explore Underwriting Workbench

How it fits together

Client info goes in once. Reviewed work comes out.

Every tool reads and writes the same client record, so nothing gets re-typed between steps. Here is the path.

01

Relay

Relay is the assistant your team works alongside, from the first email to the sent reply.

02

Intake Forms

Intake forms collect client info once, in plain language.

03

Document Parsing

Parsing turns dec pages and ACORDs into structured data.

04

Underwriting Workbench

The workbench is where a person verifies the risk before it runs.

05

AI Quoting

AI Quoting takes reviewed data into agency-selected, configured carrier workflows.

06

ACORD Generation

ACORD generation turns the verified client record into filled, checked forms.

07

Analytics

Analytics turns reviewed workflow activity into an owner view of what came in, what moved, and what needs attention.

FAQ

Platform questions, answered straight.

What is the Relay platform?+

A curated set of tools for independent insurance agencies that share one client record. It leads with Relay itself, the AI system your team talks to, and includes live tools like Document Parsing and ACORD Generation, with more in preview and beta. We label each one honestly.

What is live today?+

Relay itself, Document Parsing, ACORD Generation, and Analytics are live. Outlook connection is available through guided setup. Gmail and AI Quoting are in preview, and Intake Forms and the Underwriting Workbench are in beta. Every tool and connection carries an honest availability label.

Does Relay replace my AMS?+

No. Relay handles the work your AMS does not: reading documents, filling forms, and keeping the inbox moving. It sits alongside the AMS you already use.

How do the tools share data?+

Everything lands on one client record. A parsed dec page, a filled ACORD, and a sorted email all attach to the same client, so nothing gets re-typed between tools.

Do I have to buy everything?+

No. Most agencies start with the assistant and turn on the rest as they open up. The tools are built to work together, not sold as a bundle you have to swallow whole.

How onboarding works See real agency results How we protect your data

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.

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