Underwriting Workbench

Beta

Underwrite the risk without nine open tabs.

Stop tab-hopping to underwrite a risk. The workbench puts the property map, county records, flood zone, and the client file on one screen, with anything that needs a human flagged.

  • Maps, county records, and flood zones built in
  • Shaky fields flagged for a human, never guessed
  • Home and commercial risks get different benches
See the whole platform →

In beta. We will bring you in as we open it up.

RelayUnderwriting Workbench
Verifying the risk
SatelliteStreetMap
Aerial view of the insured property412 Maple St

Research

Google Maps
County records
FEMA flood map
3 to verify

Year built

1987

Verify

Roof age

Replaced 2019

Verify

Square footage

2,140

Flood zone

Zone X

Verify

Verified against the map, county record, and flood zone. Ready to quote.

The real thing, at a glance. This is what Underwriting Workbench looks like inside Relay.

What it does

The job, in plain terms

Everything about the risk, together

Satellite view, county records, FEMA flood zone, and business lookups sit next to the client data. No more 9 open tabs.

Flags, not guesses

Fields that came in shaky are marked for review. You see what needs a second look before anything runs.

Line-aware research

Home risks show property tools. Commercial risks show state filings, reviews, and the business's web presence. The bench matches the line.

Docs within reach

Dec pages, ACORDs, and photos live on the same screen as the data they back up.

Who it’s for

Sound like your agency?

CSRs prepping submissions for quoting

Producers who underwrite while they sell

Agencies tired of 9 tabs per risk

Teams that double-check year built and roof age by hand

The pipeline

Where it fits

The workbench is where a person verifies the risk before it runs.

RelayIntake FormsDocument ParsingUnderwriting WorkbenchAI QuotingACORD GenerationAnalytics

FAQ

Common questions

Is the workbench live today?+

It is in beta. Tell us which research tools matter most for your book, and we will bring you in as we open it up.

What research tools are built in?+

Property maps, county record lookups, FEMA flood zones, state business filings, and review sites. Your agency picks which ones show per line of business.

Does it replace my rater?+

No. The workbench is where you verify a risk before quoting. It feeds the quote queue. It does not rate.

See the whole platform →AI Quoting →Quoting automation →How agencies use AI agents →

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.

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