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Email Categorization
Automated Classification. Accelerated Response.
Prevent missing client messages
Ensure every client service request is routed correctly
without manual effort.
Email Categorization Automation
Sifting through hundreds of emails daily to sort requests and update AMS records consumes hours of valuable staff time. Our intelligent assistant reads and categorizes incoming messages automatically, attaching them to the right records in the AMS and notifying the relevant team members to ensure no request sits unread in a generic queue.
How it Works
Inbox Monitoring
Continuously monitors inboxes in real-time.
Request Categorization
Uses AI to classify emails by type: renewals, endorsements, certificates, cancellations, etc.
Apply Routing Rules
Triggers specific workflows based on your rules, such as creating tasks, moving emails to folders, or assigning them to the appropriate CSR.
Log Actions and Exceptions
Maintains an audit trail of every categorization decision and flags any complex or uncertain emails for human review.
Key Features
Intent Recognition
Uses AI to understand the underlying purpose and intent of every email and classifies with accuracy.
Configurable Rules Engine
Customize routing rules by team, or specific email patterns.
Automated Client Responses
Sends acknowledgment emails and closes routine activities, improving customer satisfaction.
High-Volume Throughput
Processes hundreds of incoming emails simultaneously to ensure zero backlog during peak cycles.
Exception Queues
Flags low-confidence classifications and routes them to a dedicated human review queue for resolution.
On-Network Processing
All data stays inside your agency’s systems, maintaining compliance and security.
Integrations & Supported Systems
AMS
Platforms
300+
Carriers
Multiple Sources
Realized Impact
6000+
Emails Classified Monthly
50+
Hours Saved Monthly
95%
Straight-through Processing
Frequently Asked Questions
Our intelligent assistant can identify a wide range of insurance-specific emails, including submissions, renewal requests, policy change requests (endorsements), cancellation notices, and FNOL claims notifications.
Once our intelligent assistant identifies the email type, it checks your agency’s rules to find the right destination. It can then move the email to a specific folder or assign it to a particular account manager.
If an email is unclear or does not fit a standard category, our intelligent assistant does not guess. It flags an exception and routes it for human review.
Our intelligent assistant operates within your agency’s secure environment. It doesn't store your data externally.
For routine requests, our intellligent assistant sends acknowledgement emails and closes the activity.
Find How Insurance Agencies Scale with vBots
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
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