Connections
Start with the Outlook inbox your agency already uses. Relay prepares incoming email and attachments while your AMS stays in place. Gmail is available to selected agencies in private preview.
Guided setup. Human review at every step.
ConnectionsOutlook
WaitingAttachment
WaitingCSR review
WaitingAvailable now · guided setup. Scoped access your agency controls.
Prepared in Relay
New request received
Outlookdec-page.pdf read
AttachmentClient brief prepared
CSR reviewThe work is prepared. Your AMS stays in place.
An illustrative Outlook workflow. Connection availability is labeled below.
A familiar logo does not always mean a live data sync. Every connection is labeled by what it can do today.
Begin with the email your team already works from.
Connect Microsoft 365 or Outlook through guided setup. Relay can read incoming agency email and attachments with scoped access your agency controls.
Gmail and Google Workspace are available to selected agencies in a guided private preview.
Keep your management system in place while Relay organizes the work around it.
Relay works alongside Applied Epic. General two-way data synchronization is not implied.
Relay works alongside EZLynx. General two-way data synchronization is not implied.
Relay works alongside Vertafore AMS360. General two-way data synchronization is not implied.
Relay works alongside HawkSoft. General two-way data synchronization is not implied.
Relay works alongside NowCerts. General two-way data synchronization is not implied.
Relay works alongside AgencyZoom. General two-way data synchronization is not implied.
Agency-specific links and portal work are scoped before they are turned on.
Selected agencies can pilot links from Relay work back to the matching record in their AMS.
Carrier portal workflows are configured for each agency's supported carriers, lines, and states.
Product names and logos belong to their respective owners. Their appearance here describes the agency systems Relay can work alongside and does not imply partnership, endorsement, or a general two-way integration.
What it does
Connect Microsoft 365 or Outlook through guided setup. Relay can read incoming agency email and attachments with scoped access your agency controls.
Gmail and Google Workspace are available to selected agencies in a guided private preview.
Relay works alongside Applied Epic, EZLynx, Vertafore AMS360, HawkSoft, NowCerts, and AgencyZoom. Their appearance does not imply general two-way synchronization.
Selected agencies can pilot links from Relay work back to the matching record in their AMS. Carrier portal workflows are configured for each agency's supported carriers, lines, and states.
Who it’s for
Outlook agencies that want incoming work prepared
Teams that want to keep their current AMS
Owners evaluating a Gmail private preview
Agencies with carrier workflows that need guided configuration
The pipeline
Connections feed every step of the pipeline. Whatever system the client info lives in, it lands in the same record.
FAQ
Microsoft 365 / Outlook is available now · guided setup. Gmail and Google Workspace are in a guided private preview for selected agencies.
Relay works alongside Applied Epic, EZLynx, Vertafore AMS360, HawkSoft, NowCerts, and AgencyZoom. We do not claim a general two-way AMS sync. Selected agencies can pilot links back to matching AMS records.
Carrier portal workflows are configured for each agency's supported carriers, lines, and states.
Email connections use scoped access your agency controls and can revoke. Agency-specific portal workflows are reviewed during guided setup. The security page has the full picture.
Get started
Spring ’26 is full. Get on the Summer ’26 list and we will be in touch as spots open.