RelayHelp

Agency administrator path

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

8 guides · about 46 minutes of reading

Before anyone installs

  1. IT prerequisitesWhat a company computer and network need for Relay to work.
  2. Get your team to a first quoteA checklist for agency administrators, so each quoter's first quote is a real one.

What your quoters will do

  1. Install RelayDownload Relay for your Mac or Windows computer and open it for the first time.
  2. Sign in to your agencyUse the email from your invitation to open your agency's workspace in Relay.
  3. Connect ChatGPTRelay uses your ChatGPT account to work the carrier sites. Connect it once on each computer.
  4. Check your carriersMake sure the carriers you quote are set up for your agency before you start.
  5. Run your first real quoteTake one real submission from start to carrier results you can send, then do it again on your own.

Helping them

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