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

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Update mode and connection errors

Every connection status code maps to one remedy.

Connections report a status_code on /install/get and in connection.status_changed webhooks. When action_required is true, create a link token with mode: "update" and the install’s access_token, and open Link again.

status_codeMeaningRemedy
OKData flowingNone
APPROVAL_PENDINGWaiting for the carrier's manual reviewNone; Relay notifies on change
VERIFICATION_REQUIREDThe agency must complete roster OTP or SSOLaunch Link in update mode
AGENCY_ADMIN_PENDINGA join request awaits the agency adminNone (agency side)
CODE_REMOVEDThe carrier removed or terminated a codeUpdate mode (fix code) or remove
CARRIER_PAUSEDThe carrier paused delivery, or Relay suspended itNone
DENIEDThe carrier denied the request (reason included)Update mode to correct the code