Document Workflow Management and Business Process Automation in One Tool

Manage Your Document Lifecycle, Business Processes, and Team Workload in a Single Platform.

Hero graphic of user interface panels showing how to manage customer communications, files, and workload, using workflow automation.

Blue Relay: All-In-One Solution

Streamline document lifecycle management with Blue Relay by using workflows to automate your business processes, reducing processing time and improving document accuracy. Our built-in features include version control, issue management, markup and annotations, side-by-side document compare, Natural Language Processing (NLP), dashboards, workload management, custom reports and more.

Quality Assurance

Improving SLA Adherence and Compliance

This Blue Relay client — a large customer Communications Service Provider (CSP) — works with many of the largest health care insurance providers in the United States and offers customer communications management outsourcing for member communication campaigns. Using Blue Relay they were able to significantly reduce operational costs, improve Service Level Agreement (SLA) Adherence and Compliance, and reduce effort, while improving documents accuracy and minimizing errors.

“Blue Relay user adoption has increased by over 800% from the originally intended user base, increasing from 20 to 170 active users per month.”

Improve SLA adherence with the powerful document workflow management features of Blue Relay like custom checklists, side-by-side document compare, and a full audit trail of changes and authors.

Blue Relay for Communications Service Providers

  • Custom checklists: Checklists provide process guardrails ensuring critical processing steps are followed consistently and uniformly across the team
  • Document Compare: Document comparison and versioning confirm updates are correctly implemented across all documents and template versions
  • Audit Ready: Blue Relay maintains a full audit trail of document changes and the editors who make them

Workflow Automation

Automating Workflows and Business Processes

Express Scripts Inc. (ESI) — a large pharmaceutical benefit management company in North America — used Blue Relay to Improve its SLA adherence and reduce the errors in its member materials. ESI Benefit Managers face strict regulations aimed at delivering accurate and timely plan information to members. Using Blue Relay’s workflow automation, custom checklists, and document compare features, ESI could deliver plan materials on time and error-free.

“ESI gained full visibility into their material lifecycle, allowing them to pinpoint changes, see which documents had been approved, and view real-time statuses.”

Document workflow management with Blue Relay allows the automation of business processes, creating significant savings in time and money while ensuring timely error-free delivery of insurance plan materials.

Blue Relay for ESI

  • Workflow Automation: Manual tasks were automated, allowing the team to refocus resources on higher value activities
  • Process Insight: Team members gained full visibility into the material development lifecycle and could pinpoint required and outstanding changes at any point in time
  • Significant Savings: Large program implementation savings were realized over four years of Blue Relay usage

Blue Relay Applied

Manage Business Processes with Blue Relay


Manage Customer Communications with Blue Relay


Client Onboarding


Digital Review and Approval

Review and

Health Payer Directory Updates


Health Plan Policy Updates


Don’t See the Use Case you were Looking for?

Blue Relay also solves challenges in other industries. Schedule a no-obligation meeting with our Customer Success Team to learn more about how Blue Relay can solve your document lifecycle management and business process automation needs.

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Try Blue Relay for Free

Start bulk processing your documents now with a secure, cloud-hosted, instance of Blue Relay.

There are no restricted product features and we can provide you a complimentary white glove experience to get you onboard quickly.

It’s completely free to use for 60 days – no credit card, no hassle.

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