Email triage for insurance brokers and brokerage firms
A brokerage firm’s inbox mixes claim declarations, certificate requests, insurer letters, endorsements and prospecting. A claim declaration sleeping two days in the pile means a furious policyholder and a contractual deadline already running.
In your day-to-day
- 01
Detection of incoming claim declarations and creation of the file in the management tool, with an immediate acknowledgement to the policyholder.
- 02
Automatic replies to certificate requests with the document attached, on the right policy, without a handler involved.
- 03
Attachment of insurer letters — premium notices, endorsements, claim positions — to the right policy and the right file.
How it works
- 1
Measure before sorting
We start by measuring the real flow: who writes, about what, what actually needs action. Sorting rules are built on that data — not on impressions.
- 2
Sort, extract, route
The agent classifies each message, extracts the useful data (references, amounts, deadlines) into your tools, and routes to the right person. Urgent items are flagged within minutes.
- 3
Answer the recurring
Acknowledgements, document requests, standard questions: the agent replies on its own within the approved fence. The rest lands pre-qualified in your team’s queue.
Typical results
95%
of messages classified and routed with no human involved
4 min
between an urgent message arriving and being flagged
0
client requests lost in the pile
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
How does the agent recognise an urgent claim in the flow?+
Rules are calibrated on your real flow: declaration wording, nature of the loss, covers concerned. An ongoing water damage or a bodily-injury claim is flagged to the handler within minutes; the rest follows the normal circuit with an acknowledgement.
Can it process insurer attachments, which are mostly PDFs?+
Yes: it reads premium notices, endorsements and position letters, extracts the policy and claim references, and files them in the right place. Anything it cannot attach with certainty goes to a validation queue, never into random filing.
What if the agent misclassifies an important message?+
Rules are calibrated on your real flow and start in assisted mode: the agent proposes, your team validates, the agent learns. Autonomous sorting is only switched on once reliability is demonstrated — and everything stays browsable, nothing is deleted.
Does it work with Gmail, Outlook, a shared inbox?+
Yes — Gmail, Microsoft 365, IMAP, shared inboxes and aliases. The agent works inside your existing mailbox, without changing the address your clients know.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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