Relay provides an AI-powered CSR that automates the quoting process for independent insurance agencies by controlling browsers to complete rater and carrier portal pages just like a human. The platform captures leads, handles new business and renewal quoting, and integrates with systems like Applied Epic, EZLynx, and HawkSoft, allowing producers to focus on client conversations and final quote decisions.
Funding
Funding not disclosed
Founders
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 parlays 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.
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
- 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