Keep 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.
Find your starting point.
Working alongside an AMS and synchronizing its data are different things. Here’s how to think about the systems you already use.
Applied Epic
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideEZLynx
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideAMS360
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideHawkSoft
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideNowCerts
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideAgencyZoom
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Works alongsideQQCatalyst
Keep your system of record. Use Relay for the document preparation and configured browser work around it.
Carrier workflows are confirmed by carrier, line, state, and access requirements. Email and other connections should be checked in your intended Relay workspace. A company name here does not imply a partnership or automatic data synchronization.
Start with the work on your desk.
Your agency uses an AMS, a rater, an intake form, and carrier websites. Start by choosing the piece of work you want Relay to handle, rather than trying to connect every system at once.
What you bring
Your starting system
Name where the information comes from: an application, form export, client file, or configured connection.
The destination workflow
For quoting, include the carrier, business line, state, and whether this is a new or existing quote.
The intended handoff
Explain what result you expect and where it needs to go after review.
What you get back
A specific starting point
Confirm the source, supported task, and result instead of relying on a logo as a promise.
Clear access expectations
Understand which actions happen in Relay, which require a person, and which remain in your current systems.
A request you can use
Help me define a first quote workflow using our existing source documents and carrier access. We use the systems listed below. Confirm what Relay can read, what it can do in the browser, and which steps still require us.
Your review before the next step
- Verify the exact workflow and access during setup.
- Keep credentials in the intended login process, not a general chat message.
- Confirm any automated import, export, or write-back before depending on it.
Start with the confirmed workflow and keep your AMS as the authoritative client and policy record.
Define the first carrier workflowKnow what happens next.
Practical answers before you put this workflow to work.
Does a logo mean there is a two-way integration?
No. Agencies use these systems today, but working alongside a system, opening it in a browser, and synchronizing data are different capabilities. Confirm the connection needed for your task.
Can you support our carrier?
Share the carrier, line, state, login requirements, and job you want to complete. Support is confirmed for that combination.
What about Outlook, Gmail, or a shared inbox?
Email connection availability and scope differ between Relay products and workspace configurations. Confirm which messages are accessible and how a shared inbox works before planning around it.
Do I have to move our records out of our AMS?
No. Keep your system of record. Bring the relevant documents into the task and use explicitly configured connections where available.
Can I begin before every system is connected?
A document task can start with the sources you provide. Quoting needs the appropriate carrier access and configured workflow. Choose the smallest useful starting point.
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