RelayFind it by screen
A numbered tour of each place in Relay, in the order a quote moves through them.
- The Work boardEvery quote is a card. Cards move left to right as the quote moves along.
- The applicationWhat Relay read from your documents, ready for you to check before the carriers.
- The quote chatWhere you watch each carrier being worked and step in when one needs you.
- Quotes and the quote emailEvery carrier's result in one place, and the email you send the client.
- SettingsYour ChatGPT connection, quoting preferences and your agency's carriers.
- Help & trainingCheck your connections, ask Relay Help, and get details for your administrator.
