For insurance agencies losing revenue to slow replies
Stop losing renewals to a buried inbox.
Your agent triages every email. You approve and send.
Quote requests, renewals, FNOL emails — your agent reads every email, routes it, drafts the reply, and waits for your approval.
Nothing sends without your approval. Works with Gmail and Outlook. No credit card.
How It Works
From inbox to triaged — in under 60 seconds.
Step 1: Email comes in
Subject: Renewal Notice - CGL-2024-08817 - Greenfield Manufacturing
Insured: Greenfield Manufacturing LLC
Policy: CGL-2024-08817, Commercial General Liability
Current premium: $18,400/yr. Expiration: 04/15/2026.
Please submit renewal application by 03/15/2026.
Step 2: Request type, policy, and risk are extracted
Draft renewal outreach generated. Awaiting agent approval.
Step 3: You review, edit if needed, click approve
Your Commercial General Liability policy (CGL-2024-08817) is up for renewal on 04/15/2026.
Current premium: $18,400/yr with Hartford.
I'd like to review your coverage and explore options. Do you have 15 minutes this week?
— Your Insurance Team
Nothing is sent without your click. Every action is audit-logged.
Renewal outreach sent. 52 seconds. The insured gets a personal touch before they even think about shopping.
Free to start. No credit card required.
The Problem
Every missed email is an E&O exposure.
Manual FNOL intake
First Notice of Loss emails sit unread for hours. By the time your team triages them, the claimant has already called twice.
Misrouted policy changes
Endorsement requests end up in the wrong queue. A name change sits in claims. A coverage addition sits in billing. Nobody notices for days.
Late renewal reminders
A renewal notice from the carrier arrives 60 days out. Your team sees it 45 days later. The insured finds a new agent.
E&O risk from missed emails
A client requested a coverage increase. The email was read but never actioned. Now there's a claim and no paper trail. That's an E&O exposure.
The Transformation
Before and after your insurance agent.
Before
- ✗ Renewals slip through the cracks
- ✗ FNOL emails sit unread for hours
- ✗ Policy changes routed to wrong team
- ✗ No audit trail on email actions
- ✗ E&O risk from missed requests
With Your Insurance Agent
- ✓ Every renewal flagged 60+ days out
- ✓ FNOL triaged and routed in seconds
- ✓ Auto-classification by request type
- ✓ Full audit log on every action
- ✓ E&O exposure reduced to near zero
Your Insurance Agent
Always on. Always triaging your inbox.
Your insurance agent handles every incoming email the same way — whether it's 10 a day or 1,000.
Use Cases
What your insurance agent handles.
Quote & Submission Response
Inbound quote requests are triaged, key details extracted, and a draft response prepared with your standard submission requirements.
Renewal Automation
Carrier renewal notices are detected, matched to policy records, and flagged with days-to-expiration. Draft renewal outreach is queued for your approval.
Policy Change Routing
Endorsement requests, cancellations, and coverage changes are classified and routed to the correct team — no more misrouted emails.
Connect your inbox. See your first triage in seconds.
Your insurance agent starts triaging the moment it's connected. Includes dedicated onboarding support from our team.
No credit card. No contract. Nothing sends without your approval.