Ask the hard ones.

It depends on which of two very different products you are buying, so we do not quote one number to two different people. A licensed agent is buying a dialer with the leads supplied. Somebody without a license is buying the licensing track and the CRM, without paying for a phone system they cannot legally use yet. Pick your side and the price is on the page — nothing is hidden behind a sales call.

No. Relae is software, and using it does not put you under anyone. No other agency on the platform can see your leads, your recordings, your agents or your numbers — agencies are walled off from each other, and any licensed agent at any IMO can run on it. If you run a team, the downline is yours, built with your own invite links.

Yes, on the Bring-your-own-leads plan, and with conditions we do not waive. You name where the list came from and confirm that the people on it agreed to be called; Relae records that against every contact. Every list is scrubbed against do-not-call lists before a single number is dialable, and an upload is refused outright if the scrub cannot run. Under the TCPA that exposure is real, so the platform will not let a list skip the step.

You can, somewhere else, and you will carry the risk alone. A cheap dialer usually does not check your do-not-call list, whether it is past calling hours where the prospect lives, or whether that person ever agreed to hear from you — and under the TCPA that exposure is yours. Relae checks your do-not-call list and the calling hours for the lead’s area code before every dial, and records where each lead came from and the consent attached to it. It is not a legal guarantee, and it does not replace your own compliance.

We will not tell you a number, and you should walk away from anyone who does. Recruiting people into insurance with an income figure is how agencies end up in front of a regulator, so Relae makes no representation about earnings — on this page or anywhere else. What we will show you is your own production, measured after the fact, never projected.

Both, and we are precise about which half is ours. Before a dial, Relae checks calling hours for the lead’s area code and your do-not-call list, plus the national registry wherever it is loaded, and it records the consent you attested when the lead was added. Whether that consent is real, and what you say once the call connects, are yours. Relae is not a law firm and does not promise legal immunity.

Yes. That is exactly what the New Agent Path is for. You join without a license, take the pre-licensing course that is part of the New Agent Path, and Relae lays out every requirement between you and your first dial, one step at a time. The dialer opens the day your agency confirms your license.

No. You take the licensed track at signup and go straight to contracting — carrier appointments, E&O, AML and the rest — while the Relae Proprietary Lead Campaign runs on your dialer. Nothing makes you repeat work you have already done.

The course is part of the New Agent Path, but it is billed separately. The course provider bills you directly, at a rate discounted through Relae, so that fee is not part of your New Agent Path plan. You hand in your certificate when you finish, and Relae tracks the steps that come after it.

No. Contracting is what lets you write business with a carrier; it is not what lets you work a lead. From the day you sign up licensed, the dialer and the Relae Proprietary Lead Campaign are yours, and contracting is tracked in Relae in parallel — carrier appointments, E&O, AML — so you can see where each one stands.

No. Numbers, caller ID and carrier health are provisioned, rotated and monitored inside Relae. You do not stand up a phone system. You sign in and dial.

Straight answer: there is no native iPhone app yet. Today Relae runs in the browser, including your phone’s browser, and the dial, the disposition and the callback are the same record whether they happened at a desk or in a parking lot. A native iOS dialer with real call handling, background audio and lock-screen controls is in build. We would rather tell you that than let you find out after you have paid.

Yes. Sign up first, then open a support ticket asking to upgrade your account to an organization. Once it is upgraded you add your agents, set their permissions, and run the whole floor — who is dialing, who is idle, who needs help — from Floor Command, with listen-in and whisper on any live call.

You do. Your leads, recordings, transcripts and production data live in your own tenant, walled off from every other agency on the system. To be exact about the one exception: Relae’s own operators hold platform-level access for support and incident work, the same as any hosted software you run your business on — no customer account has it, and it is not something another agency can be granted. If you leave, your data is still yours.

No. Relae is a sales and agency management platform — it is not an insurance carrier and does not give insurance advice. The carrier guides, the quoting toolkit and the training library sit inside the CRM so you can do that work well; which carriers you appoint with and what you write is between you, your carriers and your agency.

Yes, you can cancel, and no, there is no long-term contract on either track. If the platform stops earning its place, leave — your data stays yours. We would rather win you every month than lock you in.

We publish the definitions rather than the flattering version. A dial is one outbound call attempt we placed. A call that rang out, went to voicemail, or failed at the carrier is still a dial — we tried the number. The duplicate leg of a race we cancelled is not. A contact is a call an agent marked as a real conversation with a person. It is deliberately strict: a voicemail is not a contact, and a conversation the agent never dispositioned is not a contact either. It undercounts on purpose, so the number is never larger than the work actually done. A presentation is a contact where the agent got far enough to present — either the agent tagged a real conversation outcome, or they talked to a person for at least 15 seconds. These three sentences are pinned to the code that computes them by a test, so if the wording here ever drifts from what the platform actually counts, our build fails.

Talk time is the connected talk time on calls where a person answered. Ring time and voicemail are not talk time. An appointment set is a call the agent marked as a callback or a follow-up. An App Sent counts as an app, not as an appointment, so nothing is counted twice. Apps are the calls marked Sold or App Sent. AP is the annual premium written on those apps, and only on those apps. With dials, contacts and presentations, these are the seven numbers every Floor screen shows.