Know what is running. See what needs you.
Follow the browser work, open the task that needs attention, and review the result when it returns. Keep quoting progress easy to understand.
Start with the work that needs you.
Select a task to see the result or the question waiting for your team.
The quote documents are back.
Open the returned documents and check the premiums, coverages, and outstanding conditions before preparing your recommendation.
- Carrier quote PDFs
- Property image
Your next step: review the carrier results.
Illustrative task view with fictional clients. Documents shown here are examples.
Start with the work on your desk.
You have several pieces of client work in progress. The useful question is simple: which one is ready to review, and which one needs something from me?
What you bring
A named client task
Use a recognizable client and outcome so the task is easy to find again.
An agreed finish line
For a quote, specify the carrier result and source details you need to review.
Someone to handle checkpoints
Know who will respond when authentication or missing information needs a person.
What you get back
Visible task progress
Follow the browser as it works and inspect the point where it pauses.
A result to review
Return to the task for the output, supporting information, and remaining work.
A request you can use
Prepare this quote using the reviewed source packet and configured carriers. Keep the carrier outcomes clear. If a login, missing fact, or approval needs me, pause at that point and explain what is needed.
Your review before the next step
- Do not count an opened browser or draft as completed work.
- Check whether every intended carrier produced a usable outcome.
- Include review, corrections, and manual follow-up when measuring effort.
Use a simple scorecard to decide which workflows are ready for more volume.
Measure a completed workflowKnow what happens next.
Practical answers before you put this workflow to work.
Does this page describe a financial or sales dashboard?
It describes work happening in Relay: task progress, checkpoints, and returned results. Agency-wide revenue, retention, and producer reporting remain separate from this workflow.
How do we judge whether Relay is helping?
Track reviewed completions, hands-on time, corrections, manual redos, and repeat use. Keep elapsed waiting time separate from active staff time.
Does running mean the quote is complete?
No. Review the carrier outcome and source. A task may still need authentication, information, or a decision before it can finish.
Keep the client work moving.
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.
Your AI teammateGive every agent superpowers.
Give Relay a familiar job: work a quote, prepare a form, draft a proposal, or find a detail in a policy. The AI handles the preparation. The people who know your clients stay in charge.
ConnectionsKeep the systems your agency knows.
Start with the documents and carrier sites you already use. Confirm the specific workflow, then give Relay the access it needs to help with that work.
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