RelayHelp

How can we help you quote today?

Step-by-step guides with real Relay screens, for everyone who quotes.

Connect ChatGPTI can't see my carriersDo I fill every starred field?A carrier wants me to sign inSend the quote email

New here? Get to your first real quote

Six short guides from a fresh install to results you'd send a client. About 21 minutes of reading.

  1. Install
  2. Connect ChatGPT
  3. Check carriers
  4. Start a quote
  5. Run carriers
  6. Send results
Start here

Start with what you need

New to Relay

Install Relay, connect ChatGPT and your carriers, then run your first real quote.

Getting set up · 5 guides

Quoters

From a new submission to carrier results you'd send a client.

Quoter path · 10 guides

Agency administrators

Set up carriers, IT and your team so every first quote is a real one.

Agency administrator path · 8 guides

Or find it by screen

Each tour matches a place in Relay.

The Work board2 guidesThe application2 guidesThe quote chat3 guidesQuotes and the quote email1 guideSettings4 guidesHelp & training2 guides