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AI-powered benefits communication & insurance content transformation

Convert static PDFs, decks and docs into secure, interactive content that people actually read. Insurers, brokers, and HR teams use it to clarify open-enrollment choices, lift voluntary-benefit uptake, and glide through compliance reviews. All without code.
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What’s RELAYTO?

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

Digital experiences you can launch today

The all-in-one content-experience platform that converts any PDF, PPT, or Word file into AI-enhanced flipbooks, presentations, microsites and hubs.

Interactive benefits plan guides

Convert static guides into clickable, trackable journeys that clarify coverage tiers and wellness perks—improving open-enrollment comprehension and cutting HR escalations globally.

Open enrollment guides

Serve microsites that guide each employee through eligible plans and cost scenarios—boosting enrollment adoption and increasing participation by double-digit percentages.

Health & wellness portals

Host gamified challenges, personalized health tips, reward-tracking widgets, and ROI analytics—boosting wellness participation while proving cost-avoidance to finance leaders.

All-hands & leave-behind decks

Convert town-hall slides into self-guided storybooks employees can revisit on mobile—reducing follow-up emails and Slack pings by 60%.

Newsletters & magazines

Newsletters and digital magazines keep employees informed year-round, lifting click-through rates and reinforcing total-rewards messaging.

Total rewards hubs

Centralize handbooks, policies, and total-rewards statements within searchable hubs, ensuring employees access the latest guidance, reducing email overflow.

L&D resource libraries

Centralize training videos, micro-courses, and policy refreshers in a searchable library with quizzes and certificates, giving managers real-time completion analytics.

Benefits & new hire hubs

Onboard employees faster with interactive microsites that bundle plan guides, SBC explainers, and AI-chat support for easier benefits naviagtion.

Want the full list of use cases?

End-to-end content experience suite

Advanced tools turn vision into measurable, compliant insurance and benefits results.

AI-powered interactive content at scale

From finalist presentations to open-enrollment kits, create engaging digital content without starting from scratch.

Multichannel content delivery

Publish once and share safely on broker sites, learning systems, or email. Every link is protected.

Content engagement analytics

See who opens, how long they read, and which pages drive sign-ups. Then adjust for better results.

Single source of truth

A single, compliant hub where teams find the right document every time. No more outdated files.

Content security controls

Keep confidential assets secure with role-based access control and password gates.

Meet AI content chat

Embed a secure chatbot that surfaces compliant answers from your insurance and benefits library, across every microsite, flipbook, presentation and hub.

Concrete results across teams

More than 3 million employees are discovering their benefits and benefiting from modern employee experiences with RELAYTO.

Retain & delight clients

Always-on digital touchpoints keep customers and employees loyal year-round.

Engage every employee

Higher engagement scores translate into better retention and productivity.

Save staff time

A centralized hub halves document-search time for global teams.

Reduce compliance exposure

Permissions and version history prevent 90% of audit findings.

Data-driven decisions

Real-time dashboards tie every click to ROI for instant tweaks.

Launch fast, scale faster

No-code rollout publishes interactive content in < 24 hrs, delivering instant productivity gains.

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

Customer Insights

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

Aaron Au

Co-founder & CTO of SAP SuccessFactors

“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 Davis

Communications 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 King

EB Administrative Assistant, EHD Insurance

“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

Book your free RELAYTO demo today

Explore how RELAYTO can maximize the value of your mission-critical content, align your brand, and boost efficiency across your entire enterprise.

2x your win rate in competitive
bids, just like LHD Benefits

RELAYTO doesn’t just improve our presentations; it actively helps us close more business
Whitney Boyer
CMO of LHD Benefits

Increase target account engagement by 1100%, just like Omnicom Group

RELAYTO supercharged our marketing efforts. We now provide interactive experiences that continue engaging prospects long after we’ve left the room.
Nicole Hite
Marketing Director of Omnicom Group