Intake Forms
BetaIntake forms clients actually finish.
Send one link or embed the form on your website. Clients answer plain questions once, and the answers land as clean, quote-ready data. No PDFs, no re-keying.
- Embed on your site with one snippet
- Plain questions, not ACORD jargon
- Submissions land quote-ready, not as PDFs
In beta. We will bring you in as we open it up.
Intake FormsContact
Step 1 of 3
Full name
The real thing, at a glance. This is what Intake Forms looks like inside Relay.
What it does
The job, in plain terms
Your brand, your site
Forms carry your agency name and colors. Embed them on your website or send a link by text or email.
Plain questions, clean data
Clients see simple questions, not ACORD jargon. Answers map to the fields carriers actually ask for.
Short steps, not a wall
Long applications break into small steps. Clients finish on their phone in minutes.
Straight into the pipeline
Every submission creates a client record with structured data. Nobody copies answers from an email into the AMS.
Who it’s for
Sound like your agency?
Agencies collecting intake by phone and sticky note
Producers chasing clients for the same info twice
Agencies that want their website doing some of the work
Teams switching off fillable PDFs
The pipeline
Where it fits
Intake forms collect client info once, in plain language.
FAQ
Common questions
Is this live today?+
Intake Forms is in beta. Tell us what your agency needs to collect, and we will bring you in as we open it up.
Can I embed forms on my own website?+
Yes. Copy one snippet and the form lives on your site, branded as yours. Or send the hosted link directly by text or email.
Where do submissions go?+
Into your Relay pipeline as a new client record with structured data, ready for review. Your team gets notified when one lands.
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.