A useful answer. A head start.
Find a guide, look up a form, or put a number on the busywork. Practical resources for the work on your agency’s desk.
195 resources to explore
A practical guide to AI for independent insurance agencies
Choose a familiar task, evaluate the whole workflow, and help your team get a useful result from AI.
Explore resourceUsing Claude for everyday insurance agency work
Five practical requests for document questions, client drafts, comparisons, and procedures, with a clear setup and review routine.
Explore resourceSix agency workflows to try with AI
Concrete task requests for quotes, ACORDs, proposals, certificates, client questions, and renewal preparation.
Explore resourceMeasure the time your team gets back
Use a small agency scorecard to measure active work, turnaround, corrections, and whether the team wants to use the workflow again.
Explore resourcePrepare an ACORD from the client documents you already have
Follow a homeowners intake from source documents to an editable ACORD 80 draft, with a practical checklist for the details that still need you.
Explore resourcePrepare your first quote workflow
Start with the dec pages or quote sheet you already use, confirm the carrier workflow, and know what to check when the results return.
Explore resourceReview an AI-prepared insurance document
A practical review routine for ACORD drafts, proposals, and certificates, including what to check in the final PDF.
Explore resourceYour first useful task with Relay
Choose a task your team already knows, use a ready-to-adapt request, and finish with a result someone can check.
Explore resourceWhat does manual quoting cost?
Use your quote volume, carrier count, and staff time to estimate the work. No email required.
Use the toolNot sure where to start?
Pick the job you want to make easier. Each path gives you something useful before you need an account.
Finish one familiar task.
Choose a source, copy a useful request, and learn what to check before you use the result.
QuotingGive the same details less work.
Build a source packet from the intake and dec pages you already have, then plan the carrier handoff.
Agency ownersMeasure what your team gets back.
Separate hands-on effort from waiting. Count review and corrections so you can make a fair comparison.
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