Give the market a clearer submission.
Bring the application, supporting documents, and market requirements together. Prepare the account summary and find the gaps before the submission leaves your desk.
A clearer account story for the market.
- Applicant
- Bluebird Electric
- Operations
- Electrical contracting
- Requested coverage
- General liability
- Open question
- Confirm subcontracted work
Bring current carrier guidelines. Keep unanswered requirements in view.
Start with the work on your desk.
A commercial submission includes an application, supporting schedules, and market-specific questions. You want the important facts easy to find before an underwriter starts reviewing it.
What you bring
Current submission documents
Bring the application and relevant schedules or supporting information for the account.
Verified market requirements
Use the current guidance from the intended market and identify its source.
Your account context
Explain the client's request and any material details the market should understand.
What you get back
A clearer account summary
Bring the supported facts into an organized brief that is easier to review.
Gaps to resolve before submission
Compare the supplied packet with the requirements and identify missing or conflicting information.
A request you can use
Prepare an account summary from these submission documents using the attached market requirements as a checklist. Identify the information we have, what is missing, and anything that conflicts. Cite the source documents. Do not invent appetite guidance or underwriting conclusions.
Your review before the next step
- Check the account summary against the original documents.
- Verify that the market requirements are current and apply to this risk.
- Resolve the remaining questions before the package is submitted.
Use the reviewed summary and completed packet in your agency's normal market submission process.
Use a consistent reviewKnow what happens next.
Practical answers before you put this workflow to work.
Does Relay know every carrier's appetite?
Bring your current carrier guidance and agency market knowledge. Relay can work from those sources; it does not supply a universal, continuously updated appetite database.
Does it make underwriting decisions?
No. It helps organize information and prepare the submission. Your agency and the carrier retain their respective decisions and responsibilities.
Can it select all the ACORDs for a commercial package?
Confirm the forms and workflow first. Preparing a summary or individual draft does not mean every supplemental form is automatically selected and completed.
Can it help with missing-information follow-up?
Ask for a focused list of gaps organized by the person who can resolve them. Check that list before contacting the client or market.
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.
Document preparationStop 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.
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.
Your next step starts with one email.
Join the waitlist. We’re inviting agencies regularly and will email you when access is available.
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