Straight answers
What are the best insurance email automation tools?
Insurance email automation means two different things, and the best tool depends on which you need. For outbound client marketing and renewal drips, agency tools like Levitate, AgencyZoom, and Better Agency send scheduled and triggered campaigns, and general tools like Constant Contact and Mailchimp do the same without insurance context. For the inbound side, the shared service inbox full of ACORD requests and carrier notices, the job is reading, sorting, and drafting replies, which is where an AI assistant like Relay works. Pick by direction: are you trying to send more email, or dig out from under it?
| Tool | What it automates | Direction |
|---|---|---|
| Levitate | AI-assisted relationship email and drip campaigns | Outbound |
| AgencyZoom | Sales pipeline, onboarding, and service follow-up | Outbound plus workflow |
| Better Agency | AMS with built-in email and text automations | Outbound plus workflow |
| Constant Contact, Mailchimp | General email marketing, no insurance context | Outbound |
| Relay (Ask Relay, live) | Reads the shared inbox, sorts, flags what is urgent, drafts replies for review | Inbound |
| Your AMS (Applied Epic, HawkSoft, EZLynx) | Templated emails and activity triggers | Both, inside the AMS |
The longer version
The category is muddy because email automation gets used for two opposite jobs: blasting newsletters and clearing a service inbox. Most tools sold to agencies are outbound. They help you send. If your pain is a 200-message shared inbox where client requests and carrier notices pile up faster than your CSRs can answer, an outbound tool does not touch that.
Inbound automation looks different. Relay connects to Outlook (Gmail and Google Workspace are in a private preview for selected agencies), reads new mail and attachments, tells you what is urgent and what is owed, and drafts replies for common requests. Your team edits and sends. Nothing goes out without a person. That is the flagship, and it is live today.
Be honest about scope when you shop. Relay is not a drip-marketing platform. If you want scheduled newsletters and birthday touches, use Levitate or Constant Contact. If you want the inbound service inbox actually worked, so a request from a client does not sit unread for two days, that is the assistant.
Common questions
Is Relay an email marketing tool?
No. Relay does not send newsletters or drip campaigns. It works the inbound side: reading the shared inbox, sorting, and drafting replies your team reviews. For outbound marketing, look at Levitate or Constant Contact.
Does Relay send emails automatically?
No. It drafts replies for common requests. A person reviews, edits, and sends. Nothing reaches a client without review.
Which inbox does Relay connect to?
Outlook and Microsoft 365 today. Gmail and Google Workspace are in a private preview for selected agencies.
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Part of the Relay straight answers library. Updated 2026-07-11. See how we source content.
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