Review results and send the email

See every carrier's result together, fix anything off, and send the client a quote email.

5 min Quoters Quotes and emailRelay 0.1.52 and later

Step 1: Open the results

Open the card in Ready to deliver. Quotes 1 lists each carrier with its outcome, premium and quote number 2. The counts at the top 3 show how many quoted, declined or referred.

Carrier results with quoted, declination and referral counts

Step 2: Fix anything that's off

Change a result's details or add a note right on its card. Open the carrier's proposal 1 or Add file for one you downloaded yourself.

Choose Rerun 2 to send Relay back to that carrier.

A result's proposal file and Rerun button

Step 3: Generate the email

Choose Generate email at the top right. Relay drafts it from the results you're including.

Check the recipients 1 and subject 2, read the body 3, and remove any attachment you don't want to send 4. Use Edit to change the wording.

The Quote email with recipients, subject, body and attachments

Step 4: Send it

Choose Send email when it's ready. You can keep working while it sends.

Relay never sends anything to a client on its own. Check every premium and attachment before you send.

Something not working?

A carrier result is missing its PDF.

Not every carrier offers a proposal to download. Get it from the carrier's site and use Add file.

NextTroubleshooting The things that most often stop a first quote, and what to do about each.