For insurance & benefits

Transform insurance & benefits operations with AI.

We design and deploy custom AI systems that automate complete workflows across the software you already use. No rip-and-replace. Human oversight where it matters.

See how it works
Founded by Ease's co-founder & CTO600+ connections builtSOC 2 Type IIHIPAA

Beyond task automation

We don't automate tasks. We transform workflows.

Most AI sits beside the work. A copilot suggesting, an assistant drafting, a person still doing the job. We build AI systems that do the work: moving between your existing systems, acting within guardrails you define, and bringing your team in when judgment is required. And when the tool you need doesn't exist yet, we build it. We become your innovation machine.

Enrollment & Eligibility

  • Census intake
  • Plan builds
  • Carrier feeds

Billing & Reconciliation

  • Invoice matching
  • Discrepancy resolution
  • Audit trails

Quoting & Underwriting

  • Data normalization
  • Quote comparison
  • CRM handoff

Integrations & Internal Tools

  • System connections
  • Operations portals
  • Missing software

If people are moving data between systems, reconciling discrepancies, or following a repeatable process, there's a good chance we can automate it.

What changes

Same team. Same systems. A lot more gets done.

Keep the software your operation depends on. Change how much work it can get through.

Your best people stop doing data entry.

Moving data between systems and chasing discrepancies goes to software. Your experienced staff handle the judgment calls.

Volume stops meaning headcount.

Open enrollment doesn't require a hiring plan. The work scales without the team scaling with it.

You can prove what happened.

Every action is logged with a reason. When an auditor asks, you have the answer, not a reconstruction.

Built for this industry

Built by people who know insurance infrastructure.

Relay Vault was founded by Courtney Guertin, co-founder and CTO of Ease, now part of Employee Navigator. We've spent years building the integrations and infrastructure insurance and benefits companies depend on.

195K+
businesses run on Ease and Employee Navigator
14M+
employees' benefits managed annually
600+
carrier and payroll connections built

How it works

Start with one workflow. Expand from proof.

01

Understand the workflow

We map how the work moves, identify the decisions and edge cases, and choose the first workflow with a clear operational payoff.

02

Build into your systems

We connect the software you already use, build the workflow inside your security rules, and define where human approval belongs.

03

Deploy & improve

We launch in production, train your team, measure the result, and expand only after the first workflow proves its value.

A practical first step

Start with one workflow.

Tell us what's eating your team's time. We'll tell you whether AI can realistically take it over, and what it would take to prove the return.

Thirty minutes with an insurance software operator, not a sales team.

Where does our data go?

Wherever you want it. For PHI and anything sensitive, it can run entirely inside your own cloud, so nothing leaves your walls. Or we host it for you, in a SOC 2 Type II and HIPAA compliant environment.

How long until something works?

Most teams have a mapped, build-ready first workflow in two to four weeks. Production deployments are typically live in 6 to 12 weeks, depending on the systems and approvals involved.

Do we have to replace our systems?

Not usually. We build on top of what you already run. But when a new system would genuinely cost you less than working around the old one, we'll tell you, and we can build it.

We tried AI already and it stalled. Can you help?

Often. Internal builds tend to stall between a demo that works and a system people trust in production. Closing that gap is the job: security, edge cases, approvals, and auditability.