SMART INBOX SOLUTION
Turn Your Inbox Into an
Always-On Front Door
For an agency, wholesaler, or MGA, email is where the work begins, and where capacity gets stuck. Smart Inbox reads, sorts, and acts on every message the moment it arrives, around the clock: submissions never sit unread, routine requests answer themselves, and the triage and re-keying stop landing on your team.
1Classify›2Route›3Extract›4Gap-check›5Draft›6Retrieve›7Enter
Quote Inbox · triaged automatically
RDNew Business - General Liabilityr.delgado@brokerage.com · ACORD 25 attachedNew Business (GL)
USRe: Follow up on submissionunderwriting@usli.comUSLI Follow Up
COCan you send a COI for tomorrow?ops@insuredclient.comInfo Request
TBOffice lunch next Friday 🎉team@brokerage.comIrrelevant
Want to see your own inbox, triaged?
We'll walk you through Smart Inbox on a real workflow from your business: classification, gap analysis, drafted replies, and intake into your system.
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