Give 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.
The policy renews on September 15, 2026.
The current term ends September 15. You’ll find it on the declarations page.
Start with the task.
You already know how to ask.
“Find the renewal date.” “Prepare the application.” “Put these quotes into a proposal.” Give Relay the job and the documents, then keep the conversation going.
Bring the client context
Add the dec pages, quotes, or notes you would hand to a teammate.
Say what you need back
Ask for a specific answer, a draft, or a quote. Include your agency’s instructions.
Make it yours
Ask a follow-up, check the sources, and make the final edits before using the work.
Less searching.
More knowing.
The answer you need is often buried in a PDF or a set of client notes. Bring those sources into the conversation and ask the question directly.
Relay can point you back to the document, so your team can check the detail before they act on it.
Explore client questionsJordan Whitaker
418 Demo Grove · Katy, TXDon’t stop at
a helpful answer.
Put the same client information to work on the next task. Prepare an ACORD, shape a proposal, or start a certificate draft without opening another blank page.
Each workflow has a clear finish line: work your team can review and use.
See what you can hand offYour people bring
the superpowers.
The client relationships. The coverage judgment. The experience to know what needs a second look. Relay helps with the preparation, so your team can spend more of the day using those strengths.
Know what happens next.
Practical answers before you put this workflow to work.
Do I need to know how to prompt AI?
Start with the job, the sources, and what you want back. Each workflow page includes a request you can copy and adapt. You can refine the result in conversation.
What can I try first?
A specific question about a policy document is a small starting point. An application or proposal draft is useful when you already have the source documents. Quoting also needs a configured carrier workflow.
Is Relay just a chatbot?
The workbench combines conversation with visible browser work and editable documents. The aim is a usable result from a real agency task.
Can it follow our agency's instructions?
Bring the relevant procedures and instructions into the task. Be clear about current versions and what requires review. Confirm any workspace-wide rules or permissions during setup.
Does everyone have to change how they work?
Begin with a small part of the existing process. Keep the systems of record you use today and expand when the team can finish work with less effort.
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.
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.
Insurance proposalsTurn 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.
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