relay• Use case — Insurance broking
For insurance brokers whose claims start as phone calls.
A client rings about a claim, an insurer rings about a condition, an assessor rings about a date. Relay captures each on your number and turns it into the file note, the email and the follow-up, before the next call comes in.
A claim call becomes the note, the next steps and the reminder.
Tap “Claim lodged” after the call. Relay notes the claim details against the policy, emails the client what happens next and what to send you, and sets the follow-up for when the insurer should have replied.
Renewals and quote requests, from the call that started them.
A client mentions they’ve bought a second van. You hang up and say: “Request a quote for the new van on the fleet policy and tell Maria I’ll have it by Thursday.” Relay drafts the request to the insurer and stages the text.
Insurer and assessor calls go on the file, in their words.
Conditions, excesses, dates and who said what. Every call on the line is captured and can be noted against the right policy with one sentence, so the file holds up when it matters.
Every claim call, captured
The first call about a claim is the one that matters. It’s on record from the moment it rang.
Files that hold up
Notes written from the transcript, not from memory, against the right policy.
Private calls stay private
Never-record list and Private mode. Your own claims never end up in a client file.