One workflow
Start with the work your team repeats every day — certificates, renewals, quote support, policy reviews, or commission checks.
RelayBook a demoReview-ready insurance work
Custom AI for your agency.
Relay connects to the AMS your team already uses, eliminates duplicate data entry, and streamlines certificates, renewals, quote support, and commission reviews so your team can focus on serving clients and growing your agency.
8+ hours saved
Free up hours every week so your team can spend them on the work that grows the agency.
Review before you send
See exactly where every answer came from before you approve it. Nothing leaves without a human.
Where Relay works
Meet the work where it already lives — no duplicate entry, no replacing the systems your team already trusts.
Applied EpicVertaforeXanatekEZLynxHawkSoft
Certificates & Policies
COI generation, policy checking, and policy digests, ready for CSR review.
Renewals & Quoting
Renewal prep, quote comparisons, and marketing support in one place.
Accounting & Audits
Commission reconciliation from carrier statements, AMS data, and policy evidence.
Service Operations
Shared-inbox triage, task setup, and follow-ups that stay attached to the account.
Welcome back
Sign in to your workspace
Use the same Relay account your team uses across every workflow.
Your team reviews every result before it goes out the door, and your agency data stays inside your own systems.
New to Relay? See it in action