Screens The Work board

The Work board

Every quote is a card. Cards move left to right as the quote moves along.

Choose Work at the top of the sidebar.

Start New Quote
Bring in an application or a client name. Start a quote
Needs review
New applications. Check what Relay read before anything goes to a carrier. Review the application
Ready to run
Prepared and waiting for you to choose Run quote. Prepare and run a quote
In progress
Relay is working the carrier sites. Open the card to follow along. Follow a running quote
Ready to deliver
Every carrier has finished. Review the results and send the email. Review results and send the email
Your account
Settings, Help & training and sign out.

Good to know

Run your first real quote Take one real submission from start to carrier results you can send, then do it again on your own.
Start a quote Bring in an application or a client name, then choose the coverage and carriers.