Choose a quote your team already understands
Start with a familiar client or risk and a carrier workflow your agency can access. Keep the first evaluation small enough that one person can follow it from source documents to returned result.
Confirm the carrier, line, state, login process, and expected result during setup. If you need an auto quote before a home quote, or you plan to reopen a quote created by a rater, name that requirement at the start.
A familiar portal makes a useful first test because you can recognize incomplete or incorrect work quickly.
Use the information you already collect
You do not have to start with an ACORD. Dec pages, a current application, an internal quote sheet, or a readable form export can provide the source information.
Bring the relevant pages and any confirmed changes. A quote should not quietly mix an old address, a new effective date, and a prior coverage selection.
| Bring | Why it matters |
|---|---|
| The current dec pages or application | Establishes the client, policy term, and known details |
| Updated intake or client notes | Records what has changed and what the client is requesting |
| Supporting information | Answers questions the main document does not cover |
| Carrier and workflow choice | Defines where Relay should work and what outcome you expect |
| A person who can handle checkpoints | Keeps login, missing-information, and approval steps moving |
Separate known facts from unanswered questions
Review the source packet before the run. Check names, locations, requested effective dates, coverage selections, and material details still missing.
Be clear about instructions that belong to your agency and facts that belong to the client. An agency name can be reused. A roof age, loss history, or distance to a hydrant needs a supported answer for that risk.
When two sources disagree, identify the confirmed current source. Leave unresolved facts open for a person instead of filling a required field with a guess.
Give Relay the task
Use these dec pages and updated client notes to prepare a homeowners quote in my configured carriers. Ask me about missing or conflicting information. Return each carrier's result, quote reference, premium, limits, deductibles, and anything still needed. Do not bind or send anything.
For a first run, use the carrier choices confirmed during setup. Broaden the run once you understand the checkpoints and can review the results without duplicating your existing work.
The website animation illustrates the workflow. It is not a promise that a live quote will take the same amount of time.
Watch the work and handle the handoffs
The browser shows the portal work as it happens. Follow the initial run so you can see where the information goes and which questions still need you.
A login, MFA prompt, missing answer, or approval can require a person. Carrier authentication requirements continue to apply. A saved login is not a guarantee that every future run can complete unattended.
Make note of where you intervene and whether the task continues correctly afterward. That tells you what needs to be ready before you add volume.
Review every carrier outcome
A completed run may produce different outcomes. One carrier may quote; another may decline, refer the risk, or ask for additional information.
For a quote, check:
- The client, property or vehicles, and effective date.
- The premium and quote reference against the carrier source.
- Limits, deductibles, selected coverage, and material conditions.
- Information still required to finalize the quote.
- The next step and who owns it.
Do not compare premiums as though every quote has identical terms. Your recommendation should reflect the coverage differences and the client's priorities.
Decide where it saves your team work
Measure hands-on preparation, portal entry, checkpoint handling, review, and corrections. Keep elapsed waiting time separate. Include any work you still need to repeat in your rater or another portal.
Use several similar cases to decide whether the workflow is useful. One clean run is encouraging; repeatable work is what makes it part of the day.
Keep using the parts of your existing process that already work well. Expand Relay where it reduces the work needed to get a reviewed result.