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Automated Email Categorization for Insurance Agencies

Streamline service requests by automatically categorizing inbound emails, routing them to the right workflows, and completing tasks in your AMS.
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End the Inbox Overload

Agencies process thousands of service request emails every month. Manually sorting, categorizing, and updating AMS records is slow, error-prone, and consumes valuable staff hours. vBots™ email categorization intelligent assistant automates the process, ensuring requests are handled quickly and consistently.

Smarter Email Management Without the Backlog

Automated Email Monitoring

Continuously scans inbound inboxes, eliminating the need for staff to manually check and sort requests.

Data Extraction

Pulls relevant client and policy details from email content and attachments.

Automated Client Responses

Sends acknowledgment emails and closes routine activities, improving customer satisfaction.

On-Network Processing

All data stays inside your agency’s systems, maintaining compliance and security.

AI-Powered Request Categorization

Classifies emails by type by renewals, endorsements, billing, and cancellations with high accuracy.

AMS Integration

Creates or updates tasks directly in the AMS without manual data entry.

Exception Handling

Routes complex or unclear requests to staff for quick review, ensuring complete visibility and follow-through.

Client Results

6000+

Service request emails automated monthly

90%

Straight-through processing

100+

Hours saved every month

3 Months

Time to ROI

Numbers That Speak For Themselves

Faster process
0 X
Hours saved every month
0
Accuracy
0 %
Error free
0 %
Worth of productive hours saved
$ 0
Automated
0 %

Testimonial

Less Sorting, More Serving

Let the intelligent assistant read, tag, and route emails automatically ensuring every request is categorized, and routed accurately.
See the bot in action

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