RelayQuoter path
From a new submission to carrier results you'd send a client.
10 guides · about 53 minutes of reading
Run a quote
- Run your first real quoteTake one real submission from start to carrier results you can send, then do it again on your own.
- Start a quoteBring in an application or a client name, then choose the coverage and carriers.
- Review the applicationCheck what Relay read against your documents. Know what actually has to be filled before you run.
- Prepare and run a quoteConfirm the carriers, add instructions if you need to, and start the carrier runs.
- Follow a running quoteWatch each carrier in the quote chat and see which ones need you.
- When a carrier needs youSign in, answer a question, or find out why a carrier paused, then let Relay carry on.
- Choose how your quotes runDecide when Relay stops to ask you, and whether it saves carrier proposals.