Intake Automation · Workflow preview
Most ACORD forms arrive with missing information. Your team spends hours fixing them.
Relay turns incoming documents into source-linked information your team can review and move.
The problem
What intake automation solves
Incomplete forms
Our system identifies missing fields and flags them immediately, before your team starts processing.
Manual data entry
Form data is extracted into a source-linked record for your team to verify before the next handoff.
Inconsistent formatting
Data is normalized and validated against carrier requirements before submission.
Slow turnaround
Prepared fields and clearly flagged gaps reduce the time spent reconstructing a submission.
The challenge
ACORD forms were designed for standardization. Reality is messier.
ACORD 125, 126, 130, 140. The forms are standardized, but the submissions aren’t. Agents receive them via email, fax, portal uploads, and handwritten notes. Fields are skipped, coverages are vague, and effective dates are missing.
Agencies tell us 60-70% of forms arrive complete. The other 30-40% require follow-up. Your team spends more time fixing forms than processing them.
The flow
Intake-to-quoting in four steps
Form received
ACORD form arrives via email, upload, or fax. Our system captures it automatically.
Data extracted
AI reads the form, extracts all relevant fields, and identifies missing information.
Record reviewed
Your team checks the extracted fields against the original document and resolves low-confidence details.
Next step assigned
The approved record moves to the person or configured workflow that owns the next action.
Intake methods
How forms get in
- Email attachments (PDF, Word, Excel)
- AMS portal uploads
- Fax-to-digital conversion
- Broker portal submissions
- Direct form uploads
Your existing systems
Keep the AMS your team knows
Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, AgencyZoom, and more remain the systems of record. Relay works alongside them; general two-way AMS synchronization is not currently offered, and custom links are evaluated as pilots.
Intake shouldn't need a second phone call.
See what your intake looks like as structured, quote-ready data.
FAQ
Common questions
What types of forms can you process?+
ACORD 125, 126, 130, 140, and most standard commercial and personal lines applications. Custom forms can be configured.
How accurate is the data extraction?+
Accuracy varies with the document and source quality. Relay keeps source evidence attached and flags low-confidence fields for a person to review instead of guessing.
Can you handle handwritten forms?+
Yes, with reduced accuracy. Our system flags low-confidence fields for human review.
Does this replace my CSRs?+
No. It eliminates the manual data entry so your CSRs can focus on client relationships and complex cases.
Get started
Join the Relay waitlist.
Join agencies helping shape Relay’s early access, starting with quoting.