Start with the work your team wants off its desk
An agency owner does not need another broad explanation of what AI might do. The useful question is where it can reduce the preparation behind a real client task.
Look for the places where someone copies the same details, searches a document for one fact, or rebuilds the same proposal. Those jobs have recognizable inputs and outputs. They give you a practical place to start.
The goal is to finish the work with less effort while keeping the review your agency needs.
Separate the task from the technology
AI products can combine conversation, document processing, connected business tools, and browser actions. Two products both described as assistants may have very different access and capabilities.
Ask for the actual path:
| Part of the task | What to establish |
|---|---|
| Source | Which documents, records, or messages can the tool access? |
| Work | What does it do with that information? |
| Result | Does it return text, an editable document, a quote, or something else? |
| Review | Can a person see the source and make corrections? |
| Next step | Where does the final record go, and who handles it? |
A product that can discuss a certificate request does not necessarily generate the form. A product that can create a draft does not necessarily issue or send it. Confirm the specific job.
Five useful starting tasks
Find a detail in a document. Bring the policy or application and ask for a date, limit, or specific passage. Check the supporting source before answering the client.
Prepare an application draft. Start with the intake and dec pages. Name the required form, review populated values, and resolve missing answers.
Prepare a proposal. Supply reviewed carrier quotes and your recommendation. Refine an editable explanation of the figures, tradeoffs, and next steps.
Prepare a certificate draft. Bring the original request and policy documents. Review the holder, policy details, wording, and authorization before issuance.
Work a supported quote. Confirm the carrier, line, state, and access first. Follow the browser work, handle checkpoints, and inspect the actual returned outcome.
The first-task guide includes requests you can copy and adapt.
Keep the source and the judgment clear
AI can produce convincing language from incomplete information. A confident answer still needs evidence.
Identify which documents are current and what has changed. Ask the tool to keep unsupported answers open and call out conflicts. Check the material facts against the original before they reach a carrier or client.
Your agency decides how to interpret coverage, what to recommend, and which actions need approval. Put those decisions into the workflow rather than relying on a generic instruction to be careful.
Check the setup your team will actually use
Before using client information, have the appropriate person review the product, plan, permissions, data handling, and agency requirements.
Ask where documents are stored, which AI or service providers process them, what data may be used for training, how access is removed, and how retention works. A paid plan or desktop app is not a complete answer.
Start with the necessary access for the first task. You do not have to connect every inbox, drive, or carrier to evaluate whether one document workflow helps.
Make adoption a finished task
Give the first teammate the sources, the request, and an example of the expected output. Walk through the first result together.
For a document, make an edit and inspect the exported file. For a browser task, handle a missing answer or login checkpoint and verify that work can continue.
The person should finish knowing what the tool did, what still needed them, and where the final work belongs. That is a more useful introduction than a long tour of every feature.
Measure effort, turnaround, and repeat use
Count preparation, checkpoint handling, review, corrections, and any work repeated in another system. Keep hands-on time separate from total elapsed time.
Use several similar cases. A single successful demo proves less than a teammate choosing the workflow again the next day.
The evaluation scorecard helps you make the comparison using your own work.
Where Relay fits
Relay brings conversation, source documents, editable drafts, and configured browser work into an agency task. Start with the documents you already have, choose a supported job, and review the result.
Keep your existing system of record and the parts of your process that already work. Add Relay where it reduces the work behind a client conversation.