Relay AI
Insurance operations workspace
Sign in

Access the broker workspace

Sign in with Google to open the broker workspace for policy checking, quote comparison, and proposal creation.

Firebase Auth readyProtected dashboard
Open Firebase Auth
Auth domain
relay-ai-530c1.firebaseapp.com
Identity source
Firebase Auth with Google
Platform overview

Standard workflow screens for insurance brokers

The signed-in experience is centered on three core broker workflows: verifying issued policies, comparing carrier quotes, and assembling client-facing proposals.

Workflow
Purpose
Policy Checking
Compare issued policies to binder details and internal account records
Quote Comparison
Compare multiple carrier quotes side by side for pre-sale or renewal review
Proposal Creation
Build the client-facing offer from the selected quote and broker notes
Current queue

Active accounts in the demo workspace

3 accounts
Account
Status
Owner
Sea Shells, LLC
Policy review
Nathan G.
West Harbor Construction
Quote comparison
Marcus D.
Northgate Hospitality
Proposal draft
Taylor R.