Begin with a task, not an empty chat
You do not need to work out every way your agency could use AI before trying Relay. Start with one familiar piece of client work and one person who knows what a good result looks like.
A useful first task has three things: a source you trust, an output you can recognize, and a clear review. Use a routine case you handled recently so you can compare the result with work you already understand.
Pick the starting point that matches your day
| If you already have... | Try this task | A useful result looks like... |
|---|---|---|
| A policy document and a client question | Find a limit, date, or specific piece of wording | A focused answer with a source you can check |
| A homeowners intake and dec pages | Prepare an ACORD 80 draft | An editable form with supported details filled |
| Reviewed carrier quotes | Prepare a client proposal | An editable explanation of your recommendation and the important differences |
| A certificate request and policy documents | Prepare a COI draft | The request and policy details brought together for authorized review |
| A complete source packet and a configured carrier | Prepare a quote | A returned carrier outcome and the details needed for review |
Choose the work that is already in front of you. A document question can be a smaller first step than connecting a carrier workflow.
Use a request you can adapt
For a document question:
Find the wind or named-storm deductible in these documents. Give me the exact wording and identify the document and page when available. Tell me if the answer is missing or the documents disagree.
For an application draft:
Prepare an ACORD 80 draft from this intake and the current dec pages. Use the confirmed updates in my notes. Keep unsupported answers blank and tell me what still needs confirmation.
For a proposal:
Prepare an editable proposal from these reviewed quotes. Lead with my recommendation below. Compare the premiums, limits, deductibles, and material differences, then include the next steps.
Use your configured workspace for client information. The public website examples are fictional and help you explore the experience.
Give the task enough context
Identify the client, policy term, and deliverable. Include the current source documents and the agency instructions that matter for this specific job.
If an old application conflicts with a confirmed update, explain the difference. If a document is missing, name it. A clear brief reduces the back-and-forth for both you and Relay.
Avoid loading the task with unrelated material. Start with the documents someone would need if you handed the same job to a teammate.
Finish the first task before expanding it
Review the prepared output with the source next to it. Check the identity, dates, values, missing details, and final format. Make the changes needed to bring it to your agency's standard.
For a browser task, notice where you have to handle a login, answer a question, or approve a step. For a document, make an edit and check that it appears in the downloaded version.
The first task is useful when you can answer:
- What work did Relay complete?
- What still needed a person?
- Could I check and finish the result without doing the whole task again?
- Would I choose this workflow for another similar case?
Make the useful part repeatable
Save the request, the source checklist, and an example of a reviewed result. Try another ordinary case and note repeated corrections. Improve the brief or the workflow before adding more volume.
When a teammate joins, give them the same starting point. They should not need to attend every product meeting or invent a new prompt to do a familiar job.