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Your 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.

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When does this policy term end?
Relay
September 15, 2026.
Policy declarations · p. 1Source detail available in the example
Grounded in this client’s documents

Illustrative example with fictional client details.

Review the source

Policy declarations · p. 1

Policy period: September 15, 2025 – September 15, 2026.

Start with the work on your desk.

A client asks about their wind deductible. You have the dec pages and endorsements, but the answer may be in a different part of the file from the standard deductible.

What you bring

  • The relevant policy term

    Use the documents for the period the client is asking about, including changes that took effect during that term.

  • Dec pages and endorsements

    Include the wording that may change or qualify the headline policy details.

  • One specific question

    Name the detail you need so the answer is focused and easy to verify.

What you get back

  • A focused answer

    Locate and summarize the supplied wording instead of manually searching through every page.

  • A source to check

    Ask for the document, passage, and page when available. Return to the original before relying on the summary.

A request you can use

Find the wind or named-storm deductible in these policy documents. Give me the exact wording and identify the source document and page when available. Tell me if the documents conflict or do not contain the answer.

Your review before the next step
  • Confirm that the source belongs to the right client and policy term.
  • Read the surrounding wording and any relevant endorsements.
  • Handle coverage interpretation and advice through your normal professional review.

Use the verified detail in your response and save the relevant note through your agency's normal process.

Try your first document question

Know what happens next.

Practical answers before you put this workflow to work.

Does Relay search every record in my AMS?

Its answer depends on the documents and connections available to the task. Start with the relevant files instead of assuming access to your whole agency history.

Can I ask about more than one document?

Yes. Add the relevant files and ask for a comparison or specific detail. Identify the version or policy term so differences are not silently mixed together.

What happens if the answer is not there?

Ask Relay to say what the documents establish and what is missing. Confirm the answer from another source instead of treating an unsupported response as a fact.

Is this coverage advice?

Relay helps you locate and summarize the wording you provide. Interpreting coverage and advising the client remain professional decisions.

Can I use it for agency procedures?

You can bring an agency procedure into the task and ask a question about it. Use the current approved version and confirm any action against your agency's process.

Keep the client work moving.

Client context

The right documents. The right client. One task.

Keep the sources and instructions beside the work you are preparing. Spend less time finding the file again when a client question or follow-up comes in.

Certificate drafts

A 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.

Insurance proposals

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.

Your next step starts with one email.

Join the waitlist. We’re inviting agencies regularly and will email you when access is available.

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