Stop copying the file into the next file.
Pull the client details out of dec pages, applications, and supporting documents. Use the reviewed information for a quote, a form, or the next client question.
The facts, ready for your next task.
- Named insured
- Jordan Whitaker
- Property address
- 418 Demo Grove
- Year built
- 2016
- Roof update
- Confirm with client
Keep missing answers visible before they reach the application.
Start with the work on your desk.
An application and dec pages contain most of what you need for a quote. The information is scattered across pages, and some details have changed since the last policy.
What you bring
Readable client documents
Add the application, dec pages, or supporting pages that contain the facts needed for this task.
The intended next step
Tell Relay whether you are preparing a quote, a specific form, or a comparison.
Confirmed updates
Identify changes and which source reflects the current information.
What you get back
A focused set of client details
Bring the relevant facts together without copying each one out by hand.
Gaps you can follow up
See which facts still need confirmation before they reach a carrier site or final document.
A request you can use
Organize the client, property, and coverage details from these documents for a homeowners quote. Identify the source for each material fact. Keep confirmed updates separate from older information and list anything that is still missing or conflicting.
Your review before the next step
- Check names, dates, numbers, and units against the original pages.
- Review unclear scans and handwriting carefully.
- Resolve contradictions before carrying a fact into another workflow.
Use the reviewed sources and corrected details to prepare the quote or document the client needs.
Build a useful source packetKnow what happens next.
Practical answers before you put this workflow to work.
Will a scan work?
A readable scan can be a useful source. Poor contrast, handwriting, and complex tables can affect extraction, so compare the prepared values with the original.
Do I need to convert everything into one format?
Start with the readable documents accepted by your workspace. Use the pages relevant to the task and keep the originals available for review.
Does preparing the data update my AMS?
Preparing information in Relay does not automatically synchronize it to your AMS. Any write-back needs a specific configured connection and workflow.
What happens if two documents disagree?
Identify the current or authoritative source when you know it. Ask Relay to keep unresolved differences visible so a person can confirm the answer.
Keep the client work moving.
The 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.
AI quotingYou 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.
Intake preparationYou collected it once. Start from there.
Use the quote sheet, application, or form export your agency already collects. Turn that information into a source packet for the next form or quote.
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