Certificates & Policies

COIs and policy checks, ready to review.

Relay AI reads the request, policy docs, AMS record, and attachments, then gives your team a draft or checklist to approve.

Book a workflow demoSee workflows

Relay AI workspace

COI draft from request, AMS, and policy docs.

Operator

Commercial CSR

Inputs

3 connected
MAIL

Shared inbox

Certificate request

Holder, job, wording, due date.
AMS

AMS

Account context

Insured, policies, producer.
PDF

Policy docs

Evidence pages

Limits, forms, endorsements.

Relay AI

Evidence
1

Read

2

Match

3

Draft

Review packet

CSR-ready COI draft

Human review

Fields drafted. Exceptions held for approval.

Holder details

Ready

Limits matched

Ready

Waiver wording

Review
Email + AMS + policy pagesCSR approves exceptions
Certificates & PoliciesRenewals & QuotingAccounting & AuditsIntake & AMS Data

COI Generation

Parse the certificate request, pull policy and AMS context, draft the ACORD packet, and hold unsupported wording for review.

Operator

Commercial CSR

Prepared output

CSR-ready COI draft with source evidence and review flags

Watch this demo

Policy Checking

Compare issued policy documents against binders, requirements, worksheets, and endorsements so exceptions are ready for follow-up.

Operator

Account manager or policy checker

Prepared output

Issue log with matched, missing, and needs-review items

Policy Digest

Fill the agency policy digest workbook from current policy PDFs while preserving the source references in Relay AI.

Operator

CSR or account manager

Prepared output

Completed digest workbook plus source references for review

Inbound COI Mailbox

Watch the shared inbox for certificate requests, classify the email, parse holder requirements, and start the draft workflow under the right agency workspace.

Operator

Service team lead

Prepared output

Queued COI request with draft status, source docs, and reply path

Policy Check Task Monitor

Scan assigned policy-check tasks, create source-backed runs, and keep the batch visible so staff can review the exceptions.

Operator

Policy-checking lead

Prepared output

Batch review queue with linked policy-check runs

Relay AI workspace

COI draft from request, AMS, and policy docs.

Operator

Commercial CSR

Inputs

3 connected
MAIL

Shared inbox

Certificate request

Holder, job, wording, due date.
AMS

AMS

Account context

Insured, policies, producer.
PDF

Policy docs

Evidence pages

Limits, forms, endorsements.

Relay AI

Evidence
1

Read

2

Match

3

Draft

Review packet

CSR-ready COI draft

Human review

Fields drafted. Exceptions held for approval.

Holder details

Ready

Limits matched

Ready

Waiver wording

Review
Email + AMS + policy pagesCSR approves exceptions

And many more

Start with one, then add the adjacent work.

ACORD 25 draftHolder requirement parserCID and prior-cert contextBinder-to-policy comparisonDigest workbook exportGmail scanSource document links

Workflow sources

Built around what your team already has open.

Start where service teams lose time: certificate requests, policy checks, and source-backed document review.

Primary buyer: Commercial CSR, account manager, producer

Email request

Connected only when the pilot needs it.

AMS account

Connected only when the pilot needs it.

Policy docs

Connected only when the pilot needs it.

Prior certificates

Connected only when the pilot needs it.

Issued policy packet

Connected only when the pilot needs it.

Binder summary

Connected only when the pilot needs it.

Account worksheet

Connected only when the pilot needs it.

Endorsement schedule

Connected only when the pilot needs it.

Demos

Watch the specific workflow, not a generic product tour.

Each video sits beside the operator, source systems, and prepared output it is meant to prove.

Certificates & Policies

COI Generation

CSR-ready COI draft with source evidence and review flags

Build with you

Bring the workflow that is taking too much of the week.

Map the real workflow

Connect only needed sources

Return work in your format