Customer Communications Management and Document Workflow All-In-One Solution

Blue Relay will Manage your Customer Communications, Business Processes, and Team Workload easily. With Workflow Automation, Customizable Dashboards and Compliance Reporting, Blue Relay is the All-In-One Solution.

Blue Relay: All-In-One Solution

Manage customer communications and business processes with workflow automation. Improve document accuracy and processing with Natural Language Processing (NLP). Manage resource allocation with workload management. Streamline governance and compliance programs with customizable dashboards and compliance reports.

Quality Assurance

Improve SLA Adherence & Compliance

Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce.

“Blue Relay user adoption has increased by 400% from the originally intended user base. Client and user adoption is expected to increase significantly in the coming year.”

Blue Relay for Communications Service Providers

Blue Relay for Communications Service Providers

  • Checklists Provide Process Guardrails : Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.
  • Document Compare for QA: Document comparison and versioning confirm updates are correctly implemented across all identified issues for a particular document or template version.
  • Audit Ready: Blue Relay maintains a full audit trail of document changes and who made them.

Workflow Automation

Automate Workflows & Business Processes

Workflow Automation, Custom Checklists, and Document Compare features improve SLA Adherence and allow clients like Express Scripts Inc. (ESI) to reduce errors in highly regulated member materials. ESI Benefit Managers face strict regulations aimed at delivering accurate and timely plan information to members.

“ESI gained full visibility of the material lifecycle to pinpoint exactly what changes need to be made and which documents have been approved with real-time status.”

Blue Relay for ESI

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 can pinpoint required and outstanding changes at any instant in time
  • Significant Savings: Large program implementation savings were realized over four years of Blue Relay usage.

Blue Relay Applied

Improve Business Processes


Client Communications


Client Onboarding


Review and Approval

Review and

Directory Updates


Policy Updates


Workload Management

Streamline Workload Management

Blue Relay provides total business process visibility with real-time custom dashboards and the ability to assign and reassign tasks within teams. Real-time insights into task progress simplify the process of managing teams and balancing workloads.

“Blue Relay allowed us to easily replace our manual and time-consuming document management process with an automated and more efficient technical solution.

Director of Medicare Operations
Blue Cross Blue Shield

Blue Relay for Blue Cross Blue Shield

Blue Relay for Blue Cross Blue Shield

  • Improved Visibility: Project tracking through Excel and Email was eliminated
  • Workload Management: Employee workloads have become manageable, even during peak campaign periods
  • Easy Collaboration: Discussion Boards and Inline Annotations made document collaboration easy

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

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

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Try Blue Relay for Free

Start bulk processing your documents now with a secure, Cloud hosted, installation 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.