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Relay docsThe Plaid of insurance — one connection between every carrier and every agency system.

For partners

Going live checklist

Certification, live access request, and live keys.

  • Pass all seven certification checks: signatures, idempotency, ordering, rejection reasons, sync upserts, revocation and pull-feed catch-up.
  • Request live access: company verification, Partner API Terms, and your privacy policy URL.
  • Register your production origins for the Link overlay, and your redirect URIs for mobile.
  • Store live secrets in a secret manager. They’re shown once.
  • Production review usually completes within one business day after certification passes.