Intake & AMS Data

Intake routed with AMS context.

Relay AI meets work where it starts: shared inboxes, Jotform submissions, AMS records, portals, and call notes.

Book a workflow demoSee workflows

Relay AI workspace

AMS answers with source rows attached.

Operator

Operations lead

Inputs

3 connected
AMS

Connected AMS

Policy records

Policy and customer rows.
INDEX

Indexed rows

Searchable context

Normalized for questions.
SCOPE

Office filters

Scoped access

Only needed records.

Relay AI

Evidence
1

Scope

2

Find

3

Answer

Review packet

AMS-backed answer

Human review

Answer plus the rows behind it.

Policies found

Ready

Rows attached

Ready

Office filter

Review
AMS rows + filtersReview and export
Certificates & PoliciesRenewals & QuotingAccounting & AuditsIntake & AMS Data

AI Assistant

Ask operational questions across connected AMS policy and customer data, with evidence rows attached to the answer.

Operator

Producer, CSR, or operations lead

Prepared output

Answer with the supporting AMS rows

Jotform Task Intake

Turn submitted agency task forms into reviewed AMS task pushes for quote requests, renewals, changes, cancellations, and underwriting work.

Operator

CSR or operations coordinator

Prepared output

Reviewed task ready to push into the AMS

Inbound Email Routing

Classify incoming workflow emails so COIs, policy checks, auto-quote requests, and renewal offers start in the right queue.

Operator

Shared-inbox owner

Prepared output

Workflow event with parsed request facts and next action

Carrier Portal Connections

Store carrier portal connection context for workflows that need quote runs, downloads, status checks, or carrier-specific actions.

Operator

Operations lead

Prepared output

Portal-ready action with status and review notes

Call Memory Intake

Use meeting or phone notes as workflow context, then attach the relevant follow-up to the account, task, or queue.

Operator

Producer or service lead

Prepared output

Follow-up task or note draft with source call linked

Relay AI workspace

AMS answers with source rows attached.

Operator

Operations lead

Inputs

3 connected
AMS

Connected AMS

Policy records

Policy and customer rows.
INDEX

Indexed rows

Searchable context

Normalized for questions.
SCOPE

Office filters

Scoped access

Only needed records.

Relay AI

Evidence
1

Scope

2

Find

3

Answer

Review packet

AMS-backed answer

Human review

Answer plus the rows behind it.

Policies found

Ready

Rows attached

Ready

Office filter

Review
AMS rows + filtersReview and export

And many more

Start with one, then add the adjacent work.

AMS chat indexTask push previewCarrier connection settingsPhone follow-upCall-derived todosInbound renewal offersWorkflow settings

Workflow sources

Built around what your team already has open.

Use this bucket when the bottleneck is not one document type, but the handoff from intake into the agency's systems.

Primary buyer: Operations lead, CSR manager, producer, agency principal

Connected AMS

Connected only when the pilot needs it.

Indexed policy rows

Connected only when the pilot needs it.

Customer records

Connected only when the pilot needs it.

Coverage fields

Connected only when the pilot needs it.

Jotform submission

Connected only when the pilot needs it.

Workflow form type

Connected only when the pilot needs it.

AMS task settings

Connected only when the pilot needs it.

Submission preview

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.

Intake & AMS Data

Walk through this bucket live.

We will map the workflow and show the exact source-to-review pattern on a call.

Book a walkthrough

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