Screens The application

The application

What Relay read from your documents, ready for you to check before the carriers.

Open any card in Needs review or Ready to run.

An application with its tabs, line and carriers, view switcher, section outline and documents
  1. Tabs

    Applicant for the fields, Documents for your files and Quotes for results once carriers finish.

  2. Line and carriers

    The coverage and carriers this quote is for. Add a line or carrier here.

  3. Summary, Review, All

    Review shows only what still needs a value. Empty starred fields don't stop a run.

  4. Sections

    Jump to a section and see how many fields it still has to review.

  5. Prepare for run

    Confirm the carriers and move the quote to Ready to run.

  6. Documents

    Open a document to compare it with the fields, or add more.

Guides for this screen