Lead insurance
& benefits communication transformation

Accelerate policy understanding, enrollment decisions, and compliance audits through a unified, analytics-driven content experience built for insurers and HR leaders.

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What’s RELAYTO?

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

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.

Personalized enrollment journeys

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

Granular audience analytics

Dashboards slice engagement by location, department, or broker, revealing knowledge gaps and guiding targeted follow-ups that lift benefit uptake in underperforming segments.

Adaptive navigation menus

Interactive sidebars auto-highlight the current section, letting employees jump to cost calculators fast—boosting comprehension and eliminating scroll fatigue across desktop and mobile.

Broker co-branding sales portals

Launch secure broker portals that auto-brand benefits guides for each client, track advisor engagement, and accelerate quote-to-close at enterprise scale.

AI-powered policy Q&A

Employees and brokers ask plain-language questions; AI cites the relevant clause within SBCs or policy PDFs, cutting resolution time and call-center costs by 40%.

Embedded multimedia explainers

Embed video, audio, or GIFs directly inside plan pages—supporting multiple learning styles and keeping audiences engaged twice as long as static PDFs.

Single sign-on identity control

Connect to Okta, Azure AD, or SAML to enforce corporate credentials—simplifying access for employees while meeting IT security and SOC 2 compliance mandates.

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Engage every stakeholder—securely, every time

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

Scale interactive content creation

Template-driven workflows and AI-guided layout transform static policy PDFs, plan charts, and videos into interactive assets within minutes—slashing production cycles by 70%.

Secure multichannel content delivery

Publish once, distribute via personalized links, broker portals, and LMS embeds; granular permissions and watermarking protect PHI while maximizing reach across desktop and mobile.

Insights-driven engagement optimization

Dashboards correlate engagement depth with enrollment actions, flag drop-off pages, and give executives data to refine messaging, demonstrate compliance, and justify spend.

Unified compliant content hubs

Curate always-current benefit libraries for employees, brokers, and HR; version control, expiry alerts, and SSO search eliminate outdated PDFs and ensure consistent knowledge enterprise-wide.

Role-based content permissions

Assign granular view, edit, or download rights by role, region, or broker group—maintaining confidentiality while enabling cross-functional collaboration inside a single governed workspace.

Meet AI content chat

Our embedded AI Chat surfaces compliant explanations directly from policy, SBC, or plan documents—empowering employees and brokers to self-serve answers 24/7, in any language.

Learn more about RELAYTO AI

68%

Faster enrollment decisions achieved

Interactive guides and AI Chat shorten decision time, boosting employee satisfaction and plan adoption.

55%

Compliance audit time saved

Audit trails and security controls reduce internal and external audit preparation by more than half.

3×

Broker engagement lift achieved

Secure co-branding portals triple broker content usage and accelerate renewal dialogues with data-driven follow-ups.

42%

Benefits support calls reduced

AI policy answers and microlearning slash repetitive questions, freeing HR centers for strategic initiatives.

60%

Content creation time
saved

Design automation and AI layouts cut production cycles, producing compliant assets in hours, not weeks.

99.9%

Global distribution uptime guaranteed

Enterprise-grade infrastructure assures availability, so stakeholders access benefits content whenever and wherever needed.

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.