RelayHelp

Getting set up

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

5 guides · about 33 minutes of reading

Get ready

  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.

Your first real quote

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