Now in early access — onboarding our first agencies How it works | Request early access
AI client assistant for independent insurance agencies

The 24/7 answer to “I have a quick question about my policy.”

Coverage Relay's AI assistant handles your policyholders' everyday coverage questions and document requests — so your clients get instant help and your team gets its day back.

Now onboarding our first agencies — early access is open.
app.coveragerelay.com
Ask Coverage Relay
Your policy
What's my deductible, and when does my policy renew?
Your homeowners policy has a $1,000 deductible and renews on Sep 14, 2026. Both are on your declarations page — attached below.
PDFHomeowners — DeclarationsYour documents · renews Sep 14View

Works alongside the agency software you already run

EZLynxHawkSoftApplied EpicAMS360Your AMS

Coverage Relay adds a client-facing layer — it doesn't replace your system of record.

How it works

From “quick question” to answered, in seconds.

1
Your client asks
From your branded portal, a policyholder asks about their coverage or looks for a document — any time, day or night.
2
Coverage Relay answers
The assistant replies in seconds, grounded in that client's own policy, and points them to the exact document.
3
Your team steps in
Anything that needs a person becomes a service request, routed to your staff with the full context.
What it does

Built to take the everyday questions off your team.

Coverage Relay gives your policyholders a place to get answers and documents on their own — and hands the rest to your staff.

Instant answers about their policy

Your policyholders ask in plain English and get an accurate answer in seconds — grounded in their own coverage, never a guess.

Their documents, on demand

ID cards, dec pages, and certificates of insurance — available to the right client to download anytime, without an email to your office.

A smooth handoff to your team

When something needs a person, the assistant opens a service request and routes it to your staff — with the full context attached.

Works alongside your current system

Coverage Relay sits on top of the agency software you already run. It's a client-facing layer — not a replacement for your AMS.

Branded to your agency

Your clients see your agency — your name and your look. Coverage Relay works quietly in the background.

Secure by design

Built so each agency's data stays isolated and private — with encryption and a full audit trail from day one.

The assistant

Real answers, not guesses.

Coverage Relay only answers from your client's own policy documents — and shows them where the answer came from. No invented coverage, no confident-sounding mistakes.

  • Answers drawn from that client's own documents
  • Every answer shows its source
  • Hands off to your team when it's unsure
  • Never changes or binds coverage on its own
See what the assistant can do →
24/7
Always available
Sourced
Every answer cited
Documents

Their documents, without the phone tag.

Clients pull their own ID cards, dec pages, and COIs from a portal that's open around the clock — so the routine document requests stop landing on your team.

  • Self-serve ID cards, dec pages, and COIs
  • Secure, client-specific access
  • Available 24/7 from any device
  • Fewer routine calls and emails
Explore the client portal →
My Policies
3 active · 1 renewing
Documents
8 available
Works alongside your AMS

Add it without ripping anything out.

Coverage Relay is a client-facing layer, not a new system of record. Keep EZLynx, HawkSoft, or whatever you run today — and give your clients a place to get answers on their own.

  • No rip-and-replace
  • Keep your existing AMS
  • Branded to your agency
  • Hands-on onboarding for early agencies
See how it fits →

Helpful assistant. Human judgment.

The assistant answers questions and finds documents — it never changes coverage, binds a policy, or shares anything a client shouldn't see. When a real decision is needed, it hands off to your team. You stay in control.

See how it works
Security & trust

Your clients' information, protected by design.

Coverage Relay handles regulated insurance information, and it's being built that way from the start — not bolted on later. Each agency's data is isolated, encrypted, and fully audited by design, with SOC 2 readiness on our roadmap.

Per-agency data isolation Encryption by design Full audit trail SOC 2 readiness underway Built around GLBA

Certifications are in progress — we'll publish them here as we complete them.

Built for regulated insurance data

Each agency's data is isolated, encrypted, and logged by design — and we're building toward SOC 2 as we grow.

Early access
Be one of our founding agencies.

We're onboarding a small first group of independent agencies and building Coverage Relay around what they need. Get in early, get hands-on help, and help shape where it goes.

Hands-on onboarding A direct line to the team Help shape the roadmap

Ready to give your clients 24/7 answers?

Request early access and we'll be in touch as we onboard our first agencies.

No demo to schedule, no commitment — just early access as we roll out.