Renewal Automation · Early-access workflow
Prepare renewal work before the deadline becomes the workflow.
Relay can organize approved renewal information and configured re-quoting steps while your team keeps market selection, coverage judgment, and client decisions.
The renewal problem
The 90-day countdown nobody enjoys
Every renewal follows the same grueling timeline. Here’s what your team is doing manually, over and over again.
90 days out
Pull expiring policies from AMS. Identify accounts to re-market.
60 days out
Begin requesting renewal quotes from carriers. Manual entry into each portal.
45 days out
Chase down missing quotes. Re-enter data for carriers that timed out.
30 days out
Build comparison sheets. Route to producers for review.
15 days out
Present options to clients. Process binding instructions.
0 days
Policy renews, or doesn't.
The solution
A prepared renewal workflow
Relay prepares repeatable work and returns uncertainty to your team.
Prepared renewal queue
Expiring records supplied by the agency are organized into a visible queue for review.
Multi-carrier quoting
Approved renewal data can be entered into selected carrier workflows that have been configured for the agency.
Quote tracking
Relay tracks results and open questions from the configured carrier workflows in one review queue.
Comparison generation
Returned results can be organized for producer review with the supporting source evidence attached.
AMS-ready handoff
Reviewed activity is prepared for the agency's existing recordkeeping process; general two-way AMS sync is not implied.
Deadline monitoring
The system alerts your team to upcoming deadlines and stalled renewals.
Cross-sell identification
The review queue can surface missing information for a licensed person to evaluate. Coverage and cross-sell decisions stay with the agency.
Why renewals first
Most agencies automate renewals first. Here’s why.
Renewals are high volume and predictable. Perfect for automation.
The data often already exists in your AMS. Relay can start from an approved export or prepared record without replacing it.
A consistent queue makes workload, deadlines, and stalled work easier to measure.
It frees your team to focus on new business instead of administrative processing.
Automation can prepare repeatable portal work while people keep the client communication and coverage judgment.
Renewal season won't wait.
We will map your renewal workload before the next crunch hits.
Your existing systems
Keep the AMS your team knows
Relay works alongside these familiar systems. General two-way AMS synchronization is not currently offered; custom links are evaluated as pilots.
Results
What a prepared renewal queue makes visible
One queue
Work needing review
Visible
Renewal deadlines and ownership
Human
Coverage and binding decisions
FAQ
Common questions
How does renewal automation actually work?+
The agency supplies or approves expiring records, selects from supported carriers, and reviews the submission. Relay runs only the configured portal workflows and returns quotes, questions, or declines with evidence. Your team completes coverage decisions and updates the AMS through its established process.
Why do most agencies automate renewals first?+
Renewals are repeatable and deadline-driven, and much of the information already exists. That makes the workflow a useful candidate for a focused, measurable pilot when the carrier mix is supported.
How long does it take to set up renewal automation?+
Timing depends on the carriers, lines, states, portal requirements, authentication, and source data. AI Quoting early access begins with a workflow review before anything is configured or tested.
Will automation miss renewal deadlines?+
Relay can make deadlines and stalled work visible, but the agency remains responsible for reviewing the queue and completing renewal obligations.
Can renewal automation handle cross-selling?+
Relay can surface missing information for review. Licensed people at the agency remain responsible for identifying, recommending, and discussing coverage opportunities.
Get started
Join the Relay waitlist.
Join agencies helping shape Relay’s early access, starting with quoting.