The AI transformation layer for employee benefits and P&C. We layer on your ben-admin, policy admin, and broker systems — or migrate when that's the right move. Medical through voluntary plans and carrier integrations included. SOC 2 Type II · HIPAA compliant.
SOC 2 Type II · HIPAA · NAIC-aware · BAAs available with major model providers
Where We Transform Workflows
Insurance operations break when humans are the integration layer. Relay Vault rebuilds end-to-end workflows on top of the systems your team already runs.
Medical, dental, vision, disability, hospital, worksite, and voluntary plans — census sync, eligibility verification, and open enrollment across ben-admin and carrier systems.
Intelligent triage, documentation analysis, and adjudication support.
Flag enrollment, billing, and regulatory exceptions across carrier files, HRIS census, and internal systems — with full audit trail.
Keep premium billing in sync across carriers, TPAs, brokers, and finance without manual entry.
Policy, claims, and billing workflows across P&C carriers and programs.
Automate calculation and payment workflows for multi-tier distribution networks.
Every workflow runs inside your existing controls — SOC 2, HIPAA, and carrier-specific audit logs preserved end-to-end. No data leaves your environment without a verifiable trail.
Engagement
Every engagement starts with a real workflow inside your business — not a generic demo. We ship transformation, not pilots.
Two-week embedded review of one workflow — claims intake, open enrollment, broker onboarding, eligibility, commissions. We map where humans are the integration layer and where AI agents can take over.
We redesign the workflow with AI agents living inside your existing stack — Guidewire, Duck Creek, Employee Navigator, Ease, Vertafore, AMS360, ImageRight, Salesforce FSC. Layer-first by default; platform migration or custom builds when that's the right call.
Live in 6–12 weeks, not 18 months. Agents operate within your existing permissions, your audit logs, and your compliance controls — under human-in-the-loop oversight by default.
Agents learn from your team's overrides. We run quarterly reviews to widen scope into adjacent workflows, refine decision logic, and tune for the next state exam or audit cycle.
Why Relay Vault
AI transformation for regulated insurance operations — where every decision needs a paper trail, every model needs an explanation, and every data path needs to survive a state exam.
Data encrypted in transit and at rest. PII redacted when applicable. PHI handled under BAA. Every agent action logged into an immutable, exam-ready trail. SOC 2 Type II controls, HIPAA-compliant data handling, and audit packages your state insurance department actually accepts.
Guidewire, Duck Creek, Employee Navigator, Ease, Vertafore, AMS360, and the HCM/HRIS/payroll systems your census flows through — we operate inside the stack you already run. Most engagements start as a layer on what you have. When the platform is the bottleneck, we migrate you to a new one or build custom software — same audit, same compliance trail.
We don't automate one step in claims intake. We rebuild the whole flow from FNOL to closure — and the open enrollment, census reconciliation, carrier file discrepancy, broker onboarding, and reconciliation flows behind it. Department-level transformation, not point automation.
Who It's For
AI Transformation ROI
Adjuster hours, broker reconciliations, compliance review cycles — see what an AI transformation actually recovers.
Operations staff
Team members handling admin workflows
Time on repetitive tasks
% of each person's week spent on manual, rules-based work
Age of current automations
How old are the SOPs and tools your team relies on?
Hours lost per month
693hrs
10 staff × 40% of a 40hr week × 4.33 wks
5% inefficiency overhead: Modern AI-first tools — but scaling challenges, low accuracy on edge cases, and high maintenance costs still add up.
True monthly cost
$29,120
Including efficiency decay from aging workflows
Relay Vault could save
$23,296/mo
$279,552 annually
How We're Different
Most AI vendors sell tools. Most consultants sell decks. We build, deploy, and own the workflow transformation alongside your team.
Get Started
The next generation is designed for intelligent execution. Book a two-week AI Transformation Audit and we'll identify one workflow we can rebuild — inside your stack, inside your compliance posture, in production within a quarter.
Not ready for an audit conversation? Leave your email and we'll send the workflow library.