PolicyPilot Outlook Integration
Connect PolicyPilot with Outlook to eliminate double data entry and keep your insurance agency management software in sync. Here is what the PolicyPilot + Outlook integration does and how to set it up.
What the PolicyPilot + Outlook integration does
Syncing PolicyPilot with Outlook lets independent insurance agents and agencies move data between the two automatically — no manual exports.
- Push records from PolicyPilot to Outlook
- Keep contacts and transactions in sync
- Trigger actions in Outlook from PolicyPilot events
How to connect PolicyPilot and Outlook
- Open Integrations in PolicyPilot
- Select Outlook and authorize the connection
- Map your fields and choose what syncs
- Turn the sync on — done
Who uses this integration
Independent insurance agents and agencies who already run Outlook use this to automate policy renewals and track commissions without switching tools.
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Start free with PolicyPilot →Frequently asked questions
Does PolicyPilot integrate with Outlook?
Yes — PolicyPilot connects with Outlook so your data stays in sync automatically.
Is the PolicyPilot Outlook integration free?
The integration is included with PolicyPilot plans; you only need an active Outlook account.