RPA for Insurance
Robotic Process Automation built for insurance agencies, not IT departments
Enterprise RPA tools were built for Fortune 500 companies. Your agency needs something different.
What is RPA?
RPA in 30 seconds
Robotic Process Automation (RPA) uses software to perform repetitive computer tasks: the same clicking, typing, and copying that your team does manually. In insurance, that means logging into carrier portals, entering client data, pulling quotes, and updating your AMS. RPA does it faster, more accurately, and without getting tired.
The problem
Why generic RPA doesn’t work
Requires IT resources
Enterprise tools like UiPath and Automation Anywhere need dedicated IT staff to build and maintain automations.
Not insurance-aware
Generic RPA doesn't understand carrier portals, ACORD forms, or AMS workflows. You're building from scratch.
Expensive to start
Enterprise RPA licenses start at $10,000+/year, before you've automated a single workflow.
Breaks constantly
When a carrier changes their portal, generic RPA breaks. You need IT to fix it every time.
The difference
Generic RPA breaks. Ours adapts.
Every carrier portal changes. New fields, updated layouts, different workflows. Generic RPA breaks every time. You call IT. They file a ticket. A developer rebuilds the bot. Weeks later, you're back online.
Configured Preview workflows are monitored for portal changes. Affected work is held for review until the workflow is validated again.
Side by side
Relay vs. enterprise RPA
Our approach
How it works for your agency
We build it
Tell us what you want automated. We build the workflows. You don't write a single line of code.
We connect it
We map the existing systems and configure only the approved carrier workflows in scope. Your AMS remains the system of record.
We maintain it
When carrier portals change, we update your automations. You don't lift a finger.
We support it
Real people. Real support. Not a knowledge base and a ticket queue.
Wondering if this fits your agency?
We will look at your carrier mix and tell you straight. No enterprise sales cycle.
Start here
What agencies automate first
COI issuance
Generate and deliver certificates without manual processing.
Coming soonResults
The numbers
Guided
Workflow setup
Visible
Work and ownership
Human
Coverage and binding decisions
FAQ
Common questions
What is RPA for insurance agencies?+
Robotic Process Automation (RPA) uses software to perform repetitive computer tasks: logging into carrier portals, entering client data, pulling quotes, and updating your AMS. Relay is built specifically for insurance agencies, so it understands carrier portals, ACORD forms, and AMS workflows out of the box.
How is Relay different from enterprise RPA tools?+
Enterprise tools are general-purpose automation platforms that agencies typically configure themselves. Relay is built around insurance workflows, uses assisted setup, keeps human review in the loop, and works alongside the AMS rather than claiming a universal built-in synchronization.
Do I need an IT department to use Relay?+
No internal automation team is required for the guided workflows Relay configures. We map the workflow with you, while your agency continues to control its accounts, access, and review decisions.
What happens when a carrier changes their portal?+
Configured AI Quoting Preview workflows are monitored. When a portal change affects a workflow, it is held for review and revalidated before Relay continues submitting through it.
What workflows can insurance agencies automate first?+
Most agencies start with renewal quoting because it's high volume, predictable, and delivers immediate ROI. From there, agencies expand to new business quoting, intake processing, and COI issuance.
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.