Relay works alongside the systems you already run.

AgencyZoom

AgencyZoom is Vertafore's sales and customer relationship platform for insurance agencies. It provides sales pipelines, onboarding and retention automation, goals, and reporting. It connects with several agency management systems, so establish where your agency keeps the authoritative policy record before designing a new workflow.

AMS360

AMS360 is Vertafore's agency management system. It supports client and policy management, carrier downloads, agency accounting, commission calculations, and reporting. Those existing capabilities matter when evaluating an additional tool: find the preparation or service work your team still repeats outside the system.

Applied Epic

Applied Epic is Applied Systems' browser-native agency management system. It brings client and policy information, accounting, submissions, activities, and reporting into the agency's operating workflow. For an Epic team, a useful new tool should fit the way those records and documents are maintained.

EZLynx

EZLynx combines agency management with comparative rating. Its platform organizes quotes, policies, documents, and client communications, while its rating tools help agencies obtain quotes from supported markets. When assessing another quoting tool, separate the work EZLynx already completes from the source preparation, portal steps, or client explanation your team still handles.

HawkSoft

HawkSoft is an agency management system for independent insurance agencies. Its product includes client and policy records, agency workflows, reporting, communications, and partner integrations. Start by identifying the source documents and finished records your team already keeps there.

NowCerts

NowCerts is an agency management system in the Momentum product family. Its tools support policy and client records, certificates, forms, reporting, and agency workflows. Start with the features your team already uses, including any document or AI tools in your current plan, then identify a specific task that still takes extra work.

QQ Catalyst

QQCatalyst is Vertafore's cloud-based agency management system for independent agencies. It organizes client and policy information, tasks, automated emails, sales activity, and reports, and connects with PL Rating. A useful first Relay task starts with the information your team can provide and finishes with an output they can use in that existing workflow.