Human-reviewed AI, built for broker teams
Launch focused AI workflow pilots without replacing your AMS.
Relay helps insurance brokerages pilot service inbox automation, renewal support, policy workbench assistance, and voice handling in real operations. Requests come in, AI drafts from system-of-record context, and brokers review every output before release.
Human approval at each critical step
Context pulled from systems of record
Audit trail for every draft, edit, and approval
What this demo shows
A practical brokerage workflow from intake to approved output.
1
Workflow Intake
Capture request type, account context, policy detail, and operational constraints.
2
Request Packet
Generate and approve an auditable packet for the selected pilot workflow.
3
AI Draft Builder
Draft COIs, renewal responses, call scripts, and service inbox replies.
4
Draft Review
Review coverage, risk context, and confidence indicators with citation checks.
5
Final Output
Publish approved client notes, proposals, and carrier-ready outputs.
Broker-First AI
Keep producers and account teams in control while AI accelerates repetitive work.
Auditability
Every draft, edit, and approval is logged for internal and compliance review.
Fits Existing Systems
Relay layers onto your AMS and system of record rather than replacing them.