Client Records
BetaYour whole book on one screen.
Every client, every lead, every quote in one record your whole team can see. It builds itself from forms, documents, and quoting activity. And it is your data, always.
- One record per client, built automatically
- Quotes, documents, and carrier history together
- Export everything, anytime. No lock-in.
In beta. We will bring you in as we open it up.
Client RecordsJordan Avery
Personal · Home
Form submission received
via your website
dec-page.pdf parsed
14 fields, 1 flagged
3 quotes ready
$1,284 to $1,402 across carriers
Proposal emailed
client record updated
Nobody filed anything. The record built itself.
The real thing, at a glance. This is what Client Records looks like inside Relay.
What it does
The job, in plain terms
One record per client
Quotes, documents, carrier history, and contact info in one place. No hunting through inboxes.
Builds itself
Form submissions, parsed documents, and quote runs attach to the client automatically. Nobody files anything.
The whole team sees the same thing
Producer, CSR, and owner look at the same record. No client history trapped in one person's inbox.
Yours to keep
Export everything whenever you want. When you leave, your data leaves with you. No export fees, no lock-in.
Who it’s for
Sound like your agency?
Agencies whose CRM is a shared inbox
Teams with client info split across AMS, email, and spreadsheets
Owners who want to see the book without asking around
Agencies growing past tribal knowledge
The pipeline
Where it fits
Client records keep the whole story, first quote to renewal.
FAQ
Common questions
Is this live today?+
It is coming soon. Today it grows quietly as the system of record behind the tools that are live. It opens up as the live tools mature.
Does it replace my AMS?+
No. It sits alongside your AMS and holds the quoting-side story. General two-way AMS synchronization is not live today.
Who owns the data?+
You do. Full export anytime, no fees, no lock-in. That is a company position, not a feature.
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.