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How to replace your email gateway with Cloudflare Area 1


8 min read

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How to replace your email gateway with Cloudflare Area 1

Leaders and practitioners responsible for email security are faced with a few truths every day. It’s likely true that their email is cloud-delivered and comes with some built-in protection that does an OK job of stopping spam and commodity malware. It’s likely true that they have spent considerable time, money, and staffing on their Secure Email Gateway (SEG) to stop phishing, malware, and other email-borne threats. Despite this, it’s also true that email continues to be the most frequent source of Internet threats, with Deloitte research finding that 91% of all cyber attacks begin with phishing.

If anti-phishing and SEG services have both been around for so long, why do so many phish still get through? If you’re sympathetic to Occam’s razor, it’s because the SEG was not designed to protect the email environments of today, nor is it effective at reliably stopping today’s phishing attacks.

But if you need a stronger case than Occam delivers — then keep on reading.

Why the world has moved past the SEG

The most prominent change within the email market is also what makes a traditional SEG redundant – the move to cloud-native email services. More than 85% of organizations are expected to embrace a “cloud-first” strategy by 2025, according to Gartner®. Organizations that expect cloud-native scale, resiliency, and flexibility from their security controls are not going to get it from legacy devices such as SEGs.

When it comes to email specifically, Gartner® notes that, “Advanced email security capabilities are increasingly being deployed as integrated cloud email security solutions rather than as a gateway” - with at least 40% of organizations using built-in protection capabilities from cloud email providers instead of a SEG, by 2023. Today, email comes from everywhere and goes everywhere – putting a SEG in front of your Exchange server is anachronistic; and putting a SEG in front of cloud inboxes in a mobile and remote-first world is intractable. Email security today should follow your user, should be close to your inbox, and should “be everywhere”.

Apart from being architecturally out of time, a SEG also falls short at detecting advanced phishing and socially engineered attacks. This is because a SEG was originally designed to stop spam – a high-volume problem that needs large attack samples to detect and nullify. But today’s phishing attacks are more sniper than scattergun. They are low volume, highly targeted, and exploit our implicit trust in email communications to steal money and data. Detecting modern phishing attacks requires compute-intensive advanced email analysis and threat detection algorithms that a SEG cannot perform at scale.

Nowhere is a SEG’s outdated detection philosophy more laid bare than when admins are confronted with a mountain of email threat policies to create and tune. Unlike most other cyber attacks, email phishing and Business Email Compromise (BEC) have too many “fuzzy” signals and cannot solely be detected by deterministic if-then statements. Moreover, attackers don’t stand still while you create email threat policies – they adapt fast and modify techniques to bypass the rules you just created. Relying on SEG tuning to stop phishing is like playing a game of Whack-A-Mole rigged in the attacker’s favor.

To stop phishing, look ahead

Traditional email security defenses rely on knowledge of yesterday’s active attack characteristics, such as reputation data and threat signatures, to detect the next attack, and therefore can’t reliably defend against modern phishing attacks that continually evolve.

What’s needed is forward-looking security technology that is aware not only of yesterday’s active phishing payloads, websites, and techniques — but also has insight into the threat actors’ next moves. Which sites and accounts are they compromising or establishing for use in tomorrow’s attacks? What payloads and techniques are they preparing to use in those attacks? Where are they prodding and probing before an attack?

Cloudflare Area 1 proactively scans the Internet for attacker infrastructure and phishing campaigns that are under construction. Area 1’s threat-focused web crawlers dynamically analyze suspicious web pages and payloads, and continuously update detection models as attacker tactics evolve – all to stop phishing attacks days before they reach the inbox.

When combined with the 1T+ daily DNS requests observed by Cloudflare Gateway, this corpus of threat intelligence enables customers to stop phishing threats at the earliest stage of the attack cycle. In addition, the use of deep contextual analytics to understand message sentiment, tone, tenor and thread variations allows Area 1 to understand and distinguish between valid business process messages and sophisticated impersonation campaigns.

While we are big believers in layering security, the layers should not be redundant. A SEG duplicates a lot of capabilities that customers now get bundled in with their cloud email offering. Area 1 is built to enhance - not duplicate - native email security and stop phishing attacks that get past initial layers of defense.

Planning for your SEG replacement project

The best way to get started with your SEG replacement project is deciding whether it’s a straight replacement or an eventual replacement that starts with augmentation. While Cloudflare Area 1 has plenty of customers that have replaced their SEG (more on that later), we have also seen scenarios where customers prefer to run Cloudflare Area 1 downstream of their SEG initially, assess the efficacy of both services, and then make a more final determination. We make the process straightforward either way!

As you start the project, it’s important to involve the right stakeholders. At a minimum, you should involve an IT admin to ensure email delivery and productivity isn’t impacted and a security admin to monitor detection efficacy. Other stakeholders might include your channel partner if that’s your preferred procurement process and someone from the privacy and compliance team to verify proper handling of data.

Next, you should decide your preferred Cloudflare Area 1 deployment architecture. Cloudflare Area 1 can be deployed as the MX record, over APIs, and can even run in multi-mode deployment. We recommend deploying Cloudflare Area 1 as the MX record for the most effective protection against external threats, but the service fits into your world based on your business logic and specific needs.

The final piece of preparation involves mapping out your email flow. If you have multiple domains, identify where emails from each of your domains route to. Check your different routing layers (e.g. are there MTAs that relay inbound messages?). Having a good understanding of the logical and physical SMTP layers within the organization will ensure proper routing of messages. Discuss what email traffic Cloudflare Area 1 should scan (north/south, east/west, both) and where it fits with your existing email policies.

Executing the transition plan

Step 1: Implement email protection
Here are the broad steps you should follow if Cloudflare Area 1 is configured as the MX record (time estimate: ~30 minutes):

  • Configure the downstream service to accept mail from Cloudflare Area 1.
  • Ensure that Cloudflare Area 1’s egress IPs are not rate limited or blocked as this would affect delivery of messages.
  • If the email server is on-premises, update firewall rules to allow Cloudflare Area 1 to deliver to these systems.
  • Configure remediation rules (e.g. quarantine, add subject or message body prefix, etc.).
  • Test the message flow by injecting messages into Cloudflare Area 1 to confirm proper delivery. (our team can assist with this step.)
  • Update MX records to point to Cloudflare Area 1.

Here are the steps if Cloudflare Area 1 is deployed downstream from an existing email security solution (time estimate: ~30 minutes):

  • Configure the proper look back hops on Cloudflare Area 1, so that Cloudflare Area 1 can detect the original sender IP address.
  • If your email server is on-premises, update firewall rules to allow Cloudflare Area 1 to deliver to the email server.
  • Configure remediation rules (e.g. quarantine, add subject or message body prefix, etc.).
  • Test the message flow by injecting messages into Cloudflare Area 1 to confirm proper delivery. (our team can assist with this step.)
  • Update the delivery routes on your SEG to deliver all mail to Cloudflare Area 1, instead of the email servers.

Step 2: Integrate DNS
One of the most common post-email steps customers follow is to integrate Cloudflare Area 1 with their DNS service. If you’re a Cloudflare Gateway customer, good news – Cloudflare Area 1 now uses Cloudflare Gateway as its recursive DNS to protect end users from accessing phishing and malicious sites through email links or web browsing.

Step 3: Integrate with downstream security monitoring and remediation services
Cloudflare Area 1’s detailed and customizable reporting allows for at-a-glance visibility into threats. By integrating with SIEMs through our robust APIs, you can easily correlate Cloudflare Area 1 detections with events from network, endpoint and other security tools for simplified incident management.

While Cloudflare Area 1 provides built-in remediation and message retraction to allow customers to respond to threats directly within the Cloudflare Area 1 dashboard, many organizations also choose to integrate with orchestration tools for custom response playbooks. Many customers leverage our API hooks to integrate with SOAR services to manage response processes across their organization.

Metrics to measure success

How will you know your SEG replacement project has been successful and had the desired impact? We recommend measuring metrics relevant to both detection efficacy and operational simplicity.

On the detection front, the obvious metric to measure is the number and nature of phishing attacks blocked before and after the project. Are you seeing new types of phishing attacks being blocked that you weren’t seeing before? Are you getting visibility into campaigns that hit multiple mailboxes? The other detection-based metric to keep in mind is the number of false positives.

On the operational front, it’s critical that email productivity isn’t impacted. A good proxy for this is measuring the number of IT tickets related to email delivery. The availability and uptime of the email security service is another key lever to keep an eye on.

Finally, and perhaps most importantly, measure how much time your security team is spending on email security. Hopefully it’s much less than before! A SEG is known to be a heavy-lift service deployment to ongoing maintenance. If Cloudflare Area 1 can free up your team’s time to work on other pressing security concerns, that’s as meaningful as stopping the phish themselves.

You have lots of company

The reason we are articulating a SEG replacement plan here is because many of our customers have done it already and are happy with the outcomes.

For example, a Fortune 50 global insurance provider that serves 90 million customers in over 60 countries found their SEG to be insufficient in stopping phishing attacks. Specifically, it was an onerous process to search for “missed phish” once they got past the SEG and reached the inbox. They needed an email security service that could catch these phishing attacks and support a hybrid architecture with both cloud and on-premises mailboxes.

After deploying Cloudflare Area 1 downstream of their Microsoft 365 and SEG layers, our customer was protected against more than 14,000 phishing threats within the first month; none of those phishing messages reached a user’s inbox. A one-step integration with existing email infrastructure meant that maintenance and operational issues were next to none. Cloudflare Area 1’s automated message retraction and post-delivery protection also enabled the insurance provider to easily search and remediate any missed phish as well.

If you are interested in speaking with any of our customers that have augmented or replaced their SEG with Cloudflare Area 1, please reach out to your account team to learn more! If you’d like to see Cloudflare Area 1 in action, sign up for a Phishing Risk Assessment here.

Replacing a SEG is a great project to fit into your overall Zero Trust roadmap. For a full summary of Cloudflare One Week and what’s new, tune in to our recap webinar.


1Gartner Press Release, “Gartner Says Cloud Will Be the Centerpiece of New Digital Experiences”, 11 November 2021
2Gartner, “Market Guide for Email Security,” 7 October 2021, Mark Harris, Peter Firstbrook, Ravisha Chugh, Mario de Boer
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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