Relay AI by Relay AI

• Renewal Automation

• COI Automation

• Policy Checking

• AI Voice Agent

• AMS Integration

• Email & Document Processing

• Workflow Automation

• Review-Ready Work

• Human Review Controls

• Activity Documentation

Relay helps agencies move repetitive operational work forward without forcing them to change how they already operate. Instead of replacing staff or requiring a new system, Relay works alongside the agency by organizing information, preparing review-ready work, and documenting activity back into the AMS. Common workflows include renewals, certificates of insurance, policy checking, document processing, routine service requests, and AI-supported phone calls.

Relay gathers information from emails, carrier portals, documents, and agency systems, prepares the work for staff review, and records completed activities to maintain a consistent audit trail. By reducing repetitive administrative work, agencies gain more capacity to focus on client relationships, advising customers, and growing the business while maintaining full control over coverage decisions and client communication.

Relay uses AI to understand emails, documents, policy information, and agency workflows so repetitive operational work can move forward with less manual effort.

Rather than replacing licensed staff, Relay gathers information, prepares review-ready work, identifies missing or inconsistent information, drafts documents, and automates routine follow-up. Team members remain in control of coverage decisions, client communication, and final review.

AI is applied to practical agency workflows such as renewals, certificates of insurance, policy checking, document processing, and routine service requests using the agency's existing systems, emails, documents, and AMS.