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Run your first real quote

Take one real submission from start to carrier results you can send, then do it again on your own.

Start the walkthrough 20 min, start to finish

1. 1

   Set up

   Install Relay, sign in, connect ChatGPT and check your carriers.

   • Install RelayDownload Relay for your Mac or Windows computer and open it for the first time. 5 min
   • Sign in to your agencyUse the email from your invitation to open your agency's workspace in Relay. 3 min
   • Connect ChatGPTRelay uses your ChatGPT account to work the carrier sites. Connect it once on each computer. 3 min
   • Check your carriersMake sure the carriers you quote are set up for your agency before you start. 2 min
2. 2

   Quote

   Start a quote, check the application and run the carriers.

   • Start a quoteBring in an application or a client name, then choose the coverage and carriers. 3 min
   • Review the applicationCheck what Relay read against your documents. Know what actually has to be filled before you run. 5 min
   • Prepare and run a quoteConfirm the carriers, add instructions if you need to, and start the carrier runs. 3 min
   • Choose how your quotes runOptionalDecide when Relay stops to ask you, and whether it saves carrier proposals. 3 min
   • Follow a running quoteWatch each carrier in the quote chat and see which ones need you. 3 min
   • When a carrier needs youSign in, answer a question, or find out why a carrier paused, then let Relay carry on. 4 min
3. 3

   Results

   Approve each carrier's result and send the quote email.

   • Approve carrier resultsCheck each carrier's result in the chat, then send it to Delivery or ask for changes. 3 min
   • Review results and send the emailSee every carrier's result together, fix anything off, and send the client a quote email. 5 min

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