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.
From the dec pages to the carrier results.
See the browser enter applicant, property, and coverage details across three carrier tabs, then return the quotes and documents for review.
“Quote this home with my carriers.”Current dec pages.pdf + client notes
Start with the work on your desk.
A client sends their current home policy and asks you to shop the renewal. You have the dec pages. The remaining work is getting the same facts into the carrier sites and checking what comes back.
What you bring
Current dec pages or application
Use the relevant pages and identify the policy term. Include supporting documents when they answer questions the dec pages do not.
What has changed
Add the requested effective date and confirmed changes to the property, household, vehicles, or coverage.
The carriers to run
Use the carrier, line, and state combinations configured for your agency, with the right user access.
What you get back
Carrier outcomes in one task
See the quotes and other responses returned by the configured workflow. A referral or request for information is useful work to follow up, too.
Details for the next conversation
Use the premium and source quote to compare coverage, explain the options, and prepare your recommendation.
A request you can use
Use these dec pages and the updated client notes to prepare a homeowners quote in my configured carriers. Ask me about missing or conflicting information. Return each carrier's result, quote reference, premium, limits, deductibles, and anything still needed. Do not bind or send anything.
Your review before the next step
- Check every returned quote against the carrier source, including the term and selected coverages.
- Keep a decline, referral, or incomplete quote distinct from a completed quote.
- Confirm binding and client communication through your normal agency process.
Once you have reviewed the options, use the same quote documents to prepare a client proposal.
Prepare your first quoteKnow what happens next.
Practical answers before you put this workflow to work.
Do we need to use ACORDs to start?
No. Start with readable dec pages, an application, or the quote information you already collect. Include the missing details that a carrier needs; a dec page alone rarely answers every question.
We already use a comparative rater. Where does Relay fit?
Keep the parts of your rater workflow that save time. Relay is useful for the browser work around a quote, especially where someone still has to enter or check details in a carrier site. Confirm support before planning a workflow that opens an existing bridged quote.
Which carriers can I use?
Use the carrier portals your agency already has access to. Relay gives your team browser automation tools to enter information on carrier websites using your existing access. Login prompts, missing details, and carrier-specific steps may still need your attention.
What happens when a login expires or a detail is missing?
The task can pause for you. Handle the login or supply the answer, then continue. A carrier's authentication requirements still apply, so do not plan on fully unattended quoting without validating that workflow.
How long does a quote take?
Timing varies with the portal, submission, and checkpoints. Measure both elapsed time and the minutes you actively spend preparing and reviewing the work. The website animation is an illustration, not a speed guarantee.
Does Relay bind or send the quote to my client?
This workflow prepares quotes for your review. Binding, signatures, payment, and client communication remain separate actions under your agency's process.
Keep the client work moving.
Turn 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.
ACORD generationThe 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.
Client document questionsYour 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.
Your next step starts with one email.
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