BrokerageAudit
Submission Intake

brokerageaudit.com vs Relay Platform: Which is Best for Independent Brokers?

BrokerageAudit and Relay Platform both touch the submission management process, but from different angles. Relay Platform provides a structured workflow environment for managing commercial submissions through the marketing and placement process, with collaboration tools for brokers and underwriters. BrokerageAudit focuses on automating the document extraction, data capture, and compliance checks that feed into and surround that process. Agencies choosing between them should evaluate whether their bottleneck is workflow coordination or document automation.

Feature Comparison

FeatureUsRelay Platform
AI document extraction (ACORD, dec pages, loss runs)
Structured submission workflow and tracking
Multi-carrier marketing and placement tracking
Collaboration tools (broker-underwriter communication)
ACORD form processing and auto-population
Automated COI tracking and compliance
Policy comparison (binder vs. issued)
Loss run parsing and summarization
Submission clearance check
Renewal pipeline management
AMS integration
Human review queue for flagged data
Commission reconciliation
Email-based inbound submission intake
YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$499/mo

Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.

  • All automation features included per tier
  • No per-submission fees
  • COI tracking and policy comparison bundled
  • Enterprise includes custom integrations and SLA support

Relay Platform

Contact for pricing

Relay Platform pricing is not publicly listed and is typically quoted based on agency size, submission volume, and desired integrations. Designed for mid-market to enterprise wholesale and retail operations.

  • Subscription-based enterprise pricing
  • Workflow customization included
  • Carrier connectivity and AMS integrations available
  • Implementation and onboarding support included

Who Each Is Best For

brokerageaudit.com is best for:

  • Agencies needing AI extraction from inbound PDFs, loss runs, and ACORD forms
  • Teams managing COI compliance and tracking certificate expirations
  • Operations automating policy comparison to catch discrepancies before binding
  • Agencies reducing manual data entry and E&O exposure across all document types

Relay Platform is best for:

  • Wholesale brokers and MGAs managing complex multi-market placements
  • Teams that need structured communication threads between brokers and underwriters
  • Agencies handling specialty and excess lines with multiple market touchpoints
  • Operations that need a centralized submission tracking dashboard across a large team

Switching from Relay Platform?

Agencies that move from Relay Platform to BrokerageAudit typically do so when they need stronger AI extraction and backoffice compliance automation beyond what Relay's document handling provides. Some agencies run both: Relay for placement workflow coordination and BrokerageAudit for underlying document processing. Migration involves exporting historical submission records and document archives from Relay, which can be ingested into BrokerageAudit's document pipeline.

Frequently Asked Questions

Ready to automate your backoffice?

Start your 30-day free trial today. No credit card required. See why hundreds of independent agencies chose brokerageaudit.com over Relay Platform.