🛡️  Insurance Agencies

Quote faster, renew more, never drop a lead.

For P&C, life, and health agencies — an assistant plus AI that qualifies leads, preps quotes, and automates renewals so your producers sell.

Get matched All industries
What this means for you

Sound familiar?

Here's exactly what changes in your day — no tech knowledge required.

“A lead comes in while every producer is on another call.”
Relay engages instantly and gathers everything you need.
→ No lead left waiting — more quotes out the door.
“Renewals sneak up and clients quietly lapse.”
Relay runs renewal reminders and check-ins for you.
→ Higher retention and more account rounding.
“Quoting means chasing clients for their information.”
Relay gathers the details and pre-fills the applications.
→ Quote in minutes instead of a whole morning.

What your Relay assistant handles

The recurring, time-draining work — off your plate.
  • Lead intake & qualification
  • Quote preparation & applications
  • Policy servicing & endorsements
  • Renewal follow-up
  • Claims coordination
  • CRM / AMS data entry
◆ The Relay difference

An assistant for your business — with AI built in

Most insurance agencies don't have time to build the website, connect the systems, and follow up every lead. Your Relay assistant handles all of it — using AI to do far more than one hire normally could.
  • A dedicated assistant who learns your business
  • Builds your website and connects your systems
  • Uses AI to do far more than one hire could alone
What we'd handle for Insurance Agencies

Specific, tangible things we'd take off your plate

Real, everyday work your Relay assistant handles — from your website and CRM to following up with every customer.

🌐

Build an agency website

A site with quote-request forms that route straight into your management system and start the follow-up.

WebsiteQuote formsAMS routing
⚡

24/7 AI lead responder

AI engages new leads instantly, gathers the info you need, and qualifies them before a producer picks up.

Speed-to-leadQualificationSMS/email
📝

Quote prep automation

AI gathers client details and pre-fills carrier applications so quoting takes minutes, not a morning.

App pre-fillData gatheringQuoting
🔗

Connect leads → AMS/CRM

Wire everything into AMS360 / HawkSoft / EZLynx so records, tasks, and pipelines stay clean automatically.

AMS360EZLynxSync
🔁

Automated renewals & cross-sell

AI runs renewal reminder and cross-sell/upsell campaigns so retention and account rounding run themselves.

RenewalsCross-sellRetention
⭐

Review & referral engine

Automatically request reviews and referrals from happy policyholders to grow the book.

ReviewsReferralsReputation

Ready to hand this off, insurance agencies?

Tell us your biggest time sink. We'll match you with an assistant who can take it all over from day one.