Relay for insurance agencies
Renewals slip because nobody had time to call, and quotes go stale in an inbox. Relay counts down to every renewal date, chases every open quote, and keeps the whole book’s conversations in one place.
Get started free See pricing Book a 15-minute demoWhat insurance agencies run on Relay
Renew before it lapses
Put the policy date on the contact. The renewal ladder sends at 60, 30 and 7 days out, by text and email, and stops the moment they reply.
Chase the quote that went quiet
A follow-up ladder for anyone quoted and not bound — day two, day five, day ten — so the quote does not die in their inbox.
Answer a new lead in minutes
Web form or webhook from a lead vendor, the first reply goes out within minutes and the cadence keeps going until they answer.
Text back the calls you miss
Every missed call gets a text within a minute. The caller replies with what they need and the thread waits in the shared inbox.
Chase something that expires
Licenses, inspections, certificates — any date on a contact can drive a reminder ladder before it runs out.
Playbooks are turned on from Automations → Templates and every step is editable in plain language.
Also in the box
- One shared inbox
- Calls with recordings and transcripts
- Pipelines and deals
- Segments and tags
- CSV import
- Opt-outs honored automatically
Simple, transparent pricing
The same plans for every business. Start free; upgrade when you need more room. Full detail on the pricing page.
Starter
- 2,500 contacts, unlimited pipelines
- SMS & email
- Automations (up to 10) and API access
- Your own logo and colors
- Priority support
Business
- 50,000 contacts
- Unlimited users, automations & storage
- Unlimited API keys & webhooks
- Custom integrations
- Priority support
AI Front Desk $149/month, add to any paid plan
Answers your phone, books appointments, captures leads. Includes AI replies to Instagram and Facebook DMs and comments. 150 talk minutes included, then $0.45/min.
Additional business Add a second location or brand to any paid plan
Each added business is its own workspace under your login at half the parent plan: Starter +$15/mo, Pro +$40/mo, Business +$100/mo. Up to 5 businesses; past that, the agency suite at $997/mo.
Your plan includes the software, the setup guides and email support. Want us to set it up for you? That's done-for-you, quoted per project.
Questions insurance agencies ask
Is Relay an agency management system?
No. Relay is the communication and follow-up layer: it does not rate, bind or hold policy documents. It reads dates you put on the contact and runs the conversations around them.
Can we import our book of business?
Yes, from a CSV export. Custom fields hold the policy dates that drive the renewal ladder.
Can several agents share one inbox?
Yes. The inbox is shared across the team, every message is on the contact’s thread, and routing rules can assign conversations.
Are texts compliant?
Relay honors STOP automatically, enforces quiet hours in the contact’s time zone, and keeps the opt-out list for you.
Related industries
Relay for accountants and bookkeepersA CRM for small accounting and bookkeeping firms: deadline reminders that count down to filing dates, a ladder that chases missing documents, invoices with automatic follow-up, and one inbox for every client.Relay for law firmsA CRM for small law firms: intake forms that create the matter contact, a follow-up cadence for every inquiry, one inbox for email, text and calls, and consult booking.Relay for real estate agentsA CRM for real estate agents and small brokerages: a warming cadence for every new lead, leads from Zillow or any portal by webhook, showing reminders, and anniversary touches that bring referrals.Set up Relay for insurance agencies
Free plan, no card, and your workspace starts with the playbooks insurance agencies use.
Get started free