Make the whole quote take less work.
Keep the quoting steps that already help your agency. Use Relay for the preparation, supported portal work, and quote details your team still handles.
Start with the work on your desk.
Your team already uses a comparative rater. It gets an initial set of prices, but someone still checks the source details, works through carrier questions, and prepares the options for the client. The useful automation opportunity is the work left in that handoff. Start with one supported carrier path and prove the complete result.
What you bring
The account you are actually quoting
Use the source documents and quote sheet your producer would normally work from. Confirm the client, line, state, requested effective date, and changes since the current policy. An old quote should remain identifiable as an old quote.
Your existing rating workflow
Identify what the rater already completes and where a person takes over. If the job starts from a bridged or saved quote, confirm that exact reopening path. General portal support does not establish support for every existing quote.
The configured carrier task
Confirm access and the part of the carrier process Relay can perform. Decide who handles login prompts, missing answers, and approvals. The person reviewing the result should know what was requested before browser work begins.
What you get back
A carrier outcome with context
A returned quote or the actual next question, referral, or unavailable result from the supported task. Keep the outcome tied to the selected carrier and source account so the producer knows what happened.
Details worth comparing
Premiums together with the available limits, deductibles, quote identifiers, and outstanding conditions. A lower initial price is only one part of the decision the client needs help making.
The next client conversation
Reviewed information your producer can use to explain options or prepare a proposal. Confirm what remains before treating the quote as ready for the agency's normal next step.
A request you can use
Prepare this account for the configured quoting workflow using the quote sheet, current dec pages, and confirmed changes. Keep current coverage separate from what we are requesting. Return the carrier's outcome, quote reference, premium, relevant coverage details, and any remaining questions so I can review the options.
Your review before the next step
- Check that requested limits, effective dates, and material risk details were carried through accurately.
- Compare like-for-like terms where possible, and call out differences instead of hiding them behind one premium number.
- Preserve unfinished carrier questions. A visible rate is not the same as a completed, accepted submission.
Choose a case you would quote today. Keep the rater where it saves work, test the remaining supported task, and include any corrections or repeated entry in your evaluation.
Measure the whole quoting workflowMake the first workflow useful.
- Map one actual handoff before selecting tools: who prepares the account, where the rater stops, what happens in the portal, and who reviews the final result.
- Compare hands-on effort separately from turnaround. A task can take time in the browser while giving that time back to the producer; review and correction still count.
- Use the agency's real mix of carriers, lines, and states for fit. A broad logo list is less useful than a completed case in a workflow your team repeats.
Start with a configured workflow and sources your team can check. Keep your AMS as the system of record and review work before it is submitted, issued, or shared.
Put it into practice.
See Relay work a quote
Explore visible browser work and the quote information that comes back for review.
Compare rating approaches
Understand comparative raters, carrier website tools, and the handoff each needs.
Turn options into a proposal
Use reviewed quote details and your recommendation to prepare the client conversation.
Your next step starts with one email.
Join the waitlist. We’re inviting agencies regularly and will email you when access is available.
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