Renewals & Quoting

Renewal quoting, ready to review.

Relay AI finds renewal work, gathers AMS and rater context, prepares quote inputs or comparisons, and returns the packet for review.

Book a workflow demoSee workflows

Relay AI workspace

Renewal quote packet from AMS, rater, and carrier result.

Operator

Renewal marketer

Inputs

3 connected
TASK

AMS task

Renewal queue

Expiration, insured, assignee.
RATER

Rater

Quote input

Policy and underwriting fields.
PORTAL

Carrier portal

Returned result

Premium, status, evidence.

Relay AI

Evidence
1

Find

2

Prepare

3

Return

Review packet

Renewal quote packet

Human review

Quote result, gaps, and evidence in one packet.

AMS data copied

Ready

Result saved

Ready

Missing answer

Needs source
AMS task + carrier resultProducer reviews packet
Certificates & PoliciesRenewals & QuotingAccounting & AuditsIntake & AMS Data

Renewal Quote Autofill

Find renewal and remarket tasks, build quote input from AMS data, run supported rater work, and save the result back for review.

Operator

Renewal marketer or CSR

Prepared output

Carrier premium/status result with recording and AMS note context

Watch this demo

Home Remarkets

Scan active policies in the remarket window, compose review-first tasks, and keep the agency settings around lead time and assignment intact.

Operator

Personal-lines lead

Prepared output

Remarket worklist with reviewable tasks and preview CSV

Auto Quote Intake

Read inbound quote-request emails, build a quote packet, and route the reviewed data into the quoting workflow.

Operator

Personal-lines CSR

Prepared output

Reviewed quote packet ready for the rater run

Quote Comparison

Compare multiple carrier quote recaps side by side so pricing, limits, coverage structure, and notes are easier to review.

Operator

Producer or renewal marketer

Prepared output

Side-by-side quote matrix for producer review

Proposal Creation

Turn selected quotes, schedules, expiring program context, and producer notes into a client-facing proposal draft.

Operator

Producer or marketer

Prepared output

Proposal draft with source appendix

Relay AI workspace

Renewal quote packet from AMS, rater, and carrier result.

Operator

Renewal marketer

Inputs

3 connected
TASK

AMS task

Renewal queue

Expiration, insured, assignee.
RATER

Rater

Quote input

Policy and underwriting fields.
PORTAL

Carrier portal

Returned result

Premium, status, evidence.

Relay AI

Evidence
1

Find

2

Prepare

3

Return

Review packet

Renewal quote packet

Human review

Quote result, gaps, and evidence in one packet.

AMS data copied

Ready

Result saved

Ready

Missing answer

Needs source
AMS task + carrier resultProducer reviews packet

And many more

Start with one, then add the adjacent work.

Carrier result writebackBrowser quote recordingMissing-info reviewCoverage change summarySubjectivity trackerCarrier follow-upProducer email draft

Workflow sources

Built around what your team already has open.

Use Relay AI where quoting work crosses AMS tasks, email requests, EZLynx, carrier pages, and producer review.

Primary buyer: Renewal marketer, producer, personal-lines CSR

AMS task

Connected only when the pilot needs it.

Policy data

Connected only when the pilot needs it.

EZLynx

Connected only when the pilot needs it.

Quote-run evidence

Connected only when the pilot needs it.

AMS policy list

Connected only when the pilot needs it.

Renewal window

Connected only when the pilot needs it.

Task settings

Connected only when the pilot needs it.

Jotform link

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.

Renewals & Quoting

Renewal Quote Autofill

Carrier premium/status result with recording and AMS note context

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