AI email built for insurance agencies
Turn certificate requests, policy changes, renewals, and quote questions into ready-to-send replies, grounded in your carriers, forms, and policies, right inside Gmail and Outlook.
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Hi, I had a quick question and was hoping you could help me out…
Grounded in your docs · written for insurance agencies and brokers
Repetitive email, handled for insurance agencies
Insurance agencies live in a service inbox: a client needs a certificate for a job that starts tomorrow, another wants to add a vehicle, a renewal is due, a lead is shopping three carriers. The answers already live in your policies, carrier forms, and past emails. InboxPilot reads each message, pulls the right context, and drafts an accurate reply in your voice, with every draft waiting for a licensed agent to review and send, so clients get a same-hour answer and nothing binds without a person.
The inbox pressure insurance agencies and brokers feel
Your team handles the same high-volume questions every day. InboxPilot takes that layer off their plate so they focus on the work that needs a person.
Certificate requests all day
COI and evidence-of-insurance requests arrive constantly, each one urgent, each one pulling a service rep off higher-value work.
Policy changes and renewals pile up
Adds, deletes, endorsements, and renewals stack up in the inbox, and a slow reply is a client already talking to another agency.
Accuracy is not optional
A wrong answer on coverage, a limit, or eligibility is a real errors-and-omissions risk, so every reply has to be right and reviewed.
How InboxPilot helps insurance agencies and brokers
Faster certificate turnaround
Reads the COI request, drafts the response from the policy on file, and routes it for a quick agent review.
Policy changes handled
Drafts replies and next steps for adds, deletes, and endorsements, grounded in the client's policy and your carrier forms.
Renewals that don't slip
Surfaces upcoming renewals and drafts the outreach on schedule so accounts don't lapse or walk.
Grounded in your policies
Answers come from your carrier guides, forms, and the client's own policy, not a generic template or a guess.
Licensed agent in the loop
Nothing sends on its own. Every draft waits for a licensed agent, and nothing binds or changes coverage automatically.
Secure by default
SOC 2 Type II certified, encrypted in transit and at rest, and your client data is never used to train public models.
What insurance agencies and brokers automate with InboxPilot
Certificate & COI requests
Draft the certificate response from the policy on file and route it for a fast agent review and send.
Policy changes & endorsements
Handle adds, deletes, and coverage changes with a drafted reply and the right next step.
Renewals & remarketing
Surface renewals on time and draft the client outreach so accounts stay on the books.
New-business quote intake
Reply to quote inquiries fast, gather the details you need, and route the lead to the right producer.
Turn a sentence into automated actions
Describe what should happen in plain English and InboxPilot builds the workflow: a trigger, an AI decision, and the actions that run on their own. No flowcharts, no rules engine.
- Draft the certificate reply
- Add the holder & limits
- Route to a producer to send
“Certificate and service requests used to swallow our reps' mornings. Now a grounded draft is waiting the moment the email lands, an agent reviews it in seconds, and clients get answers the same hour without anything going out unchecked.”
Diane Fowler
Principal, independent insurance agency
Insurance agencies: frequently asked questions
The routine service layer: certificate and evidence-of-insurance requests, policy changes and endorsements, renewals, billing questions, and new-business quote intake. It drafts each reply from your carrier forms, guides, and the client's own policy, and routes it to a licensed agent to send.
Start with the emails you're tired of.
Connect Gmail or Outlook, point InboxPilot at a few documents, and see your first drafts today.
No credit card. Nothing sends without your approval.
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