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.
Keep the two policy periods straight.
- Client
- Bluebird Electric
- Expiring term
- 2025–2026
- Renewal term
- 2026–2027
- Reported change
- New vehicle to confirm
Compare the source versions before saving the reviewed note in your AMS.
Start with the work on your desk.
You are reviewing a renewal and need to know whether a limit changed. Keep the expiring dec pages, renewal offer, and confirmed client updates together while you compare them.
What you bring
The documents being compared
Label the expiring and renewal documents clearly so the terms stay distinct.
The client and policy context
Identify the client, line, and period the task concerns.
Confirmed instructions
Include the changes the client requested and any relevant agency notes.
What you get back
A focused comparison
Review the differences that matter to this client without collecting the sources again for each question.
Context for the next step
Use the reviewed comparison to prepare a follow-up, proposal, or new quote task.
A request you can use
Compare these expiring policy details with the renewal offer for this client. Identify changes in premiums, limits, deductibles, and dates. Name the source document for each change, and list anything we need to clarify.
Your review before the next step
- Keep different clients and policy terms distinct.
- Check each stated change against both versions of the source.
- Save the approved note or document in the agency's system of record.
Keep the final record where your agency expects to find it. Relay supports the preparation around that record.
Try a focused document taskKnow what happens next.
Practical answers before you put this workflow to work.
Is Relay an AMS replacement?
No. Keep authoritative client, policy, and activity records in your AMS. Relay helps prepare work from the context available to a task.
Can I assume it has every client document?
No. Add the relevant files or use an explicitly configured connection. A client name alone does not mean Relay can access the full account history.
Can another task use the same document automatically?
Check the sources attached or connected to each task. Add the document where you need it so the next result uses the right client context.
What should I put back in the client record?
Follow your agency's process for the reviewed document, relevant notes, source references, and actions taken.
Keep the client work moving.
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.
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.
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