SMART INBOX SOLUTION
Turn Your Inbox Into an
Always-On Front Door
Smart Inbox classifies incoming work, routes it to the right person, extracts key information, identifies what is missing, and prepares the next action. Your team starts with an organized queue instead of a crowded inbox.
BOOK A DEMOSee It In Action
Every email, triaged before you open it
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
1Classify›2Route›3Extract›4Gap-check›5Draft›6Retrieve›7Enter
See How Smart Inbox Would Handle Your Workflow
Bring us one real inbox workflow. We will show you how Smart Inbox classifies incoming work, identifies missing information, prepares the next action, and routes the work to the right person.
See Smart Inbox in Action