Relay AI
Relay AI provides an AI-powered CSR that automates the quoting workflow for independent insurance agencies. The platform uses AI to control browsers and fill out rating tools and carrier portals, handles new business leads, renewal remarketing, and after-hours calls, and integrates with major agency management systems like Applied Epic and HawkSoft.
- Insurance Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Independent insurance agencies face a significant bottleneck in the quoting process, as producers and CSRs must manually enter data into multiple raters and carrier portals for every home or auto quote. This time-consuming process delays response times to leads and slows down renewal remarketing, reducing agency capacity and client satisfaction.
Solution
Relay uses AI to control the browser and autonomously fill out every page of rating tools and carrier portals, effectively acting as an AI CSR. The platform handles the entire quoting workflow: it captures leads from web and aggregator sources, responds in seconds, extracts details from emails and web forms, and submits quotes across multiple carriers. The system also monitors upcoming renewals weeks in advance, identifies clients most likely to churn, generates remarketed quotes, and drafts client emails with new proposals—all without replacing the producer, who makes the final call on every quote. Additionally, an AI Voice Agent handles after-hours and overflow calls, capturing client details and sending quote requests into the same workflow.
Target Audience
Primary customers are personal lines insurance agencies, particularly those with more than half their book in personal lines, whose producers and CSRs are bottlenecked by the time required to enter home and auto quotes.
Features
- AI-driven browser automation that navigates and completes every page of rater and carrier portals, mimicking human data entry
- Speed-to-lead response in seconds for web and aggregator leads, with automated intake via email and web form monitoring
- Proactive renewal remarketing that checks every renewal weeks early, identifies high-churn-risk clients, and generates proposal emails with updated quotes
- AI Voice Agent for 24/7 call intake, handling after-hours and overflow calls and capturing client details
- Research of 20+ public sources including property, map, vehicle, and driver data to fill missing information without guessing
- Integration with agency management systems including Applied Epic, EZLynx, HawkSoft, Xanatek, and AMS360, plus comparative raters, carrier portals, shared inboxes, and calls
- Deployment begins with an agency's highest-volume quoting path and is tested on real quotes before expansion