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Lead insurance
& benefits communication transformation

Give executives, brokers, and members data-rich digital journeys that sharpen decisions, reduce risk, and widen competitive distance.
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What’s RELAYTO?

Trusted by global leaders in insurance, HR, and benefits delivery

Navigating critical industry headwinds

We understand the complex pressures shaping Insurance and Benefits communication strategy today.

Member confusion from complex policies

Difficulty ensuring members grasp dense policies/benefits, causing confusion and high support costs?

Weak agent & broker enablement

Challenged equipping distributed brokers with engaging, current training and resources for peak effectiveness?

No visibility or communication ROI

Lacking visibility into client/member interactions, hindering strategic optimization & ROI?

Master complexity challenges with AI

RELAYTO specifically targets member confusion, compliance burdens, enablement gaps, and ROI blindness with its strategic features.

Enhance policy understanding

Transform dense documents into interactive experiences that significantly improve comprehension and reduce user confusion.

Actionable broker enablement analytics

Gain deep, actionable visibility into how members, employees, and agents engage with critical content assets.

Ensure secure, compliant delivery

Distribute sensitive materials securely with granular access controls, permissions, encryption, and detailed audit trails for compliance.

Answer benefits questions instantly

AI chat pulls answers from approved documents, lowering HR tickets during open enrollment.

Secure immersive linking

Ensure external links open securely within your content, preventing users from navigating away and maintaining a controlled environment.

62%

Boost in benefits plan understanding

Interactive explainers lift member comprehension scores across all plan tiers, improving benefits utilization.

43%

Reduction in compliance workload

Automated audit trails cut manual tracking tasks for HR teams, streamlining regulatory reporting and audit prep.

50%

Increase in broker productivity

Centralized hubs halve onboarding time, giving agents faster access to up-to-date materials, freeing them to focus on sales.

Recognized industry leader!

RELAYTO is the #1-rated platform enabling sellers, marketers, and designers to create & distribute content that meets complex regulatory standards. Read all reviews on g2.com.

Key insurance & benefits use cases

Marketing

Increase target account engagement like Omnicom Group

1100%

Customer Insights

“Since using RELAYTO, I’ve seen a clear shift—our interactive content cut down early demos, boosted engagement, and now supports 40% of our deals. We also would like to highlight the high responsiveness of the RELAYTO team! We received numerous positive feedback from prospects and customers, stating the content was very useful.”

Łukasz Hińcz

Senior Presales Engineer at Alpega Group

These experiences and content hubs were instrumental in us closing a $100M Series C Financing Round which involved over a handful of different VC firms over several months.We have since used RELAYTO for expanding HotSpot’s Business Development and Partnership initiatives involving scientific and investor conferences where evidence-driven digital communications are critical.

Jonathan Montagu

Co-Founder and CEO of Hotspot Therapeutics

“We primarily use RELAYTO to support business development and account growth goals. It facilitates several content marketing and account-based selling tactics we employ. For us, RELAYTO supports the entire sales cycle for initial outreach and lead capture.”

Nicole H

Director of Marketing, IMS/Omnicom Group

“The best feature for us has been the ability to track when a prospective customer has accessed our sales proposal and forwarded it on to others within their organization. It’s allowed us greater behavioral insight based on how users are actually engaging with the content and how many internal stakeholders might actually be involved in the decision making. And then their customer support team is rocket fast too. Whenever we’ve had an issue, they’ve been really quick to help us out.”

Tara Heptinstall

Head of Marketing THETA

“For us, RELAYTO was about how to facilitate complicated service discussions... What we really liked about RELAYTO is the ability to build and design the content in a way where we could accomplish flexibility and have dynamic conversations.”

Eric West

Chief Product Officer KODI Collective

Your questions answered

How secure is RELAYTO for sensitive insurance/benefits data?

We employ enterprise-grade security, encryption, granular permissions, and detailed audit trails meeting stringent industry standards like SOC 2 Type II for protecting confidential information.

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How does RELAYTO help meet industry compliance requirements?

Features like version control, audit trails, secure sharing protocols, and engagement analytics support documentation and adherence to regulatory mandates (e.g., HIPAA, ERISA).

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How easy is updating regulated content like policies or SBCs?

Update source files seamlessly. RELAYTO ensures all shared links automatically point to the latest approved version, maintaining consistency and compliance effortlessly across experiences.

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Does RELAYTO integrate with our existing insurance/HR systems?

RELAYTO offers various integration options, including SSO, API access, and common platform connectors, to work smoothly within your existing enterprise tech stack (CRM, LMS, HRIS, etc.).

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How is AI used with our content and data?

AI enhances your content via summaries and Q&A within your secure RELAYTO environment. Your proprietary data remains confidential and is never used for external model training.

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How does RELAYTO prove hard ROI?

Leadership dashboards tie engagement depth to revenue, retention, and compliance KPIs you already track in CRM and policy-admin systems.

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Transform complex documentation into compelling experiences

Instantly convert technical PDFs and regulatory business content into engaging, compliant experiences that accelerate your sales pipeline, win customers, and ensure lasting satisfaction.