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RELAYTO

4.7 from 470+ reviews on G24.8 on Capterra

Modernize benefits delivery. Win clients. Keep them.

Turn static plan PDFs into benefits guides employees actually read and understand, with AI answers cited to the plan.

LHD Benefit Advisors’ 2024 Employee Benefits guide in a browser: section tabs from Welcome, Eligibility and Employee Cost to Medical, HSA, Dental, Vision and Enroll over the plan-year 2024 cover
The same guide on a phone. Asked “Is a dental cleaning covered?”, AI Content Chat answers: “Yes. Dental cleanings are listed under preventive services, which are 100% covered. This is from LHD Benefit Advisors 2024 Employee Benefits, page 17,” with a Page #17 link
LHD Benefit Advisors’ 2024 benefits guide and its AI Content Chat, live on RELAYTO.

More than 3 million employees discover their benefits with RELAYTO

Trusted by general agents, insurance brokers & employee benefits advisors of every size

  • Snellings Walters
  • CBI Insurance
  • EBS Employee Benefit Solutions
  • Watkins Insurance Group
  • Insurors of Texas
  • Connor & Gallagher OneSource
  • Meridian Risk Management
  • Professional Group Plans
  • LHD Benefits
  • UBA

Clearer benefits, clients who stay

HR teams, brokers and carriers explain the same plans to different people. Each gets its own way in.

  • A phone showing a 2027 benefits guide with a family photograph, three benefit rows and an enroll button, beside an answer card with a citation chip
    • Open enrollment on every phone
    • Answers cited to the plan
    • Every benefit in one guide

    HR and benefits teams

    One link before open enrollment. Employees read the guide on their phone and ask it instead of you.

  • A laptop showing a client’s benefits hub with a warehouse team photograph and four tiles, three client hub cards stacked beside it and a small engagement chart with its last bar in amber
    • Your client’s brand
    • A hub for each client
    • Engagement for the renewal

    Brokers and benefits consultants

    A branded benefits hub for every client, and its engagement in hand for the renewal meeting.

  • A tablet showing a plan comparison under a photograph of a couple reading their plan papers, three plan columns with one row highlighted, beside a card linking to the source document page
    • Plans side by side
    • Every cost word for word
    • Linked to the source page

    Carriers and plan administrators

    Plan documents and summaries members can compare on any device, each figure linked to its page.

Every plan side by side, every cost word for word

AI Builder turns a carrier’s plan PDFs into a mobile benefits guide in your brand, each plan in its own column and each cost exactly as the source states it.

  • Compare without flipping

    All plans in one table, so employees never switch tabs to compare a copay.

  • Nothing invented

    Costs, qualifiers and network tiers come from the source. What it doesn’t say is left out, never guessed.

  • No plan picked for them

    Every plan is shown the same way. The choice stays the employee’s.

Built withAI BuilderPDF to Web

A benefits hub that answers questions

Guides, videos and forms behind one link, with an AI guide that answers from them and names the page.

  1. Guides and programs in one place
  2. Starter questions invite the first ask
  3. Any question, answered from your documents

Built withHubsContent Experience

A Total Rewards benefits hub on RELAYTO: guides for changing benefits and a total rewards overview, with the AI Benefits Guide open on the right offering three starter questions and a question box

Know who has opened it before the deadline

See who read the guide, which plan pages held their attention and how they read it, while there is still time to remind the rest.

  • Who has opened it

    Named readers behind an email gate, visits and time for each.

  • What they compared

    Time on every page, so you see which plans got a close look.

  • How they read

    Devices and locations, so the next guide is built for the phone.

  • Proof for the renewal

    Export the numbers to CSV for the client review.

Built withAnalytics

In our customers’ words

Pick a customer story

2×win rate in competitive bids

“RELAYTO doesn’t just improve our presentations; it actively helps us close more business”

Whitney BoyerCMO, LHD Benefits
See LHD’s benefits guide live

“RELAYTO has been a game changer to elevate our client interactivity and has expanded reach, frequency, and engagement with benefits programs. Content is organized, easy to update, and accessible, wherever, whenever, all within a link, allowing all clients to find a solution that best suits their strategy.”

Riley DavisCommunications Specialist, IMA (Formerly EBS)

“RELAYTO’s customer support has been outstanding. Questions big or small, their team is always ready to step in and address any issue. They respond quickly and provide thoughtful, comprehensive solutions—often going above and beyond by including additional explanations and helpful resources.”

Gwen KingEB Administrative Assistant, EHD Insurance

“RELAYTO employee experience suite not only helps HR & internal comms teams be more successful, but also helps enrich employees lives in meaningful ways.”

Aaron AuCo-founder & CTO of SAP SuccessFactors

1100%increase in target account engagement

“RELAYTO supercharged our marketing efforts. We now provide interactive experiences that continue engaging prospects long after we’ve left the room.”

Nicole HiteMarketing Director of 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 HeptinstallHead 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 WestChief Product Officer KODI Collective

Key insurance & benefits use cases

Enrollment guides, total rewards hubs and wellness libraries that brokers and employers run on RELAYTO today.

Browse more examples

Built for confidential plan details

Benefits documents carry rates, contributions and personal choices. You decide who sees each one.

Visit the Trust Center
Access you choose
Public, email-gated, password-protected or private to named people, guide by guide; a confidential guide takes a password or a verified email.
Approved domains and roles
Limit a hub to a client’s email domain, and decide who on your team can edit.
Always the current plan year
Update a guide once and every link shows it. Version history keeps the last one.
Your domain, your brand
White-labelled on your domain or your client’s, with single sign-on on Enterprise plans.
G2 Leader, Spring 2026: Content Experience PlatformsG2 Leader, Spring 2026: FlipbookG2 Leader, Spring 2026: Presentation ManagementG2 Leader, Spring 2026: CMS Tools

A Leader in 14 G2 categories, rated 4.7 from 470+ reviews.

Live before open enrollment

No code and no IT project: most teams publish their first guide within a day.

  1. Day 1

    Send your plan PDFs

    Guides, SBCs, decks and videos, as they are.

  2. Day 1

    Get your guide

    AI Builder drafts it in your brand, or our team builds it.

  3. Day 2

    Review and approve

    Check every page and every cost before anyone sees it.

  4. Enrollment

    Send one link

    By email, on the intranet, or as a QR code in the breakroom.

Common questions

About guides, hubs, AI answers and confidential plan details.

What does RELAYTO do for employee benefits?

RELAYTO turns benefits guides, plan summaries, enrollment decks and handbooks into interactive guides and hubs that employees read on any device. AI answers their questions from the approved documents and cites the page, and HR teams and brokers see who opened each guide and what they read.

Can brokers give every client its own branded guide?

Yes. Each employer client can have its own guide or hub in its own brand, on your domain or the client’s, and you see engagement for each client separately, ready for the renewal conversation.

Does the AI make up answers about coverage?

No. It answers from the documents you publish and names the guide and page each answer comes from. When the documents don’t say, it says so instead of guessing, for example: “The contents don’t specify whether this coverage varies by network.”

How do employees open it?

With one link, sent by email, posted on the intranet or printed as a QR code, on any phone or computer. There is nothing to download and no app to install.

How do we keep confidential plan details private?

Each guide or hub can be public, email-gated, password-protected or private to named people, and limited to approved email domains. Role-based access decides who can edit, and version history records every change.

What happens when the plans change next year?

Upload the new plan documents and the same link shows the new plan year. Smart PDF Update shows what changed for your review, and version history keeps the previous year.

How long does it take to launch?

Most teams publish their first guide within a day, with no code and no IT project. AI Builder drafts it from your plan PDFs, or our team builds it for you, and you approve every page before it goes live.

Ready for open enrollment?

See your own plan documents as a guide employees read, with answers and analytics, in one demo.