Insurance

Claims triaged. Policies checked. Clients updated. In under 30 seconds.

Inboxtive reads every claim notification, policy query, and renewal email - reasons over it against your policy system, CRM, and compliance rules - then executes. Claims logged, disputes filed, endorsements requested. In under 30 seconds.

Works withPolicy SystemZendeskSalesforceXeroOutlook
Insurance automation at a glance
500+
Emails handled/day
<30s
Response time
80%
Auto-resolved
100%
Compliance logged
Claims triage & IDR lodgement
Policy endorsement & mid-term changes
Renewal lapse & sensitive claim handling
Business interruption revenue queries
Multi-claim premium review triggers
45m
Avg. manual claim email time
<30s
Inboxtive response time
100%
Audit trail on every action
0
Missed compliance obligations
Playbook - 3 live examples

See exactly how Inboxtive handles your emails.

Real emails from your industry. Real Inboxtive responses. Handled automatically - every time.

1
Water Damage Claim - Coverage Dispute
ClaimIDR lodgementPolicy lookup
READ. REASON. EXECUTE.
Policy POL-LL-5521 retrieved from policy system
IDR case IDR-2026-0331 opened
Senior disputes assessor assigned
AFCA rights communicated
Policy status confirmed as active
2
Commercial Fleet - New Vehicle Coverage
UrgentEndorsement requestUnderwriter trigger
READ. REASON. EXECUTE.
Policy POL-FLEET-2291 retrieved
Endorsement request submitted
High-value threshold alert triggered ($75k+)
Underwriter notification sent
4pm confirmation deadline set
3
Renewal Lapse - Client Claims After Policy Expired
SensitivePolicy status checkCareful handling
READ. REASON. EXECUTE.
Policy POL-AUTO-8821 status verified
Sensitive situation flagged for human review
2-hour callback task created
Repair hold instruction communicated
CRM claim inquiry logged
Integrations

Connects to your insurance tech stack.

Inboxtive works with the policy management and CRM tools your team already uses - no migration, no rebuilding workflows.

Policy Management System

Insurers and brokers hold every policy, endorsement, and renewal here - claim and coverage emails must be checked against the live policy record before anyone replies.

Inboxtive: Policy lookup, endorsement requests, coverage verification, and renewal tracking.

Zendesk / CRM

Claims, complaints, and IDR cases are registered here - regulatory deadlines mean every inbound email must be logged and routed to the right team.

Inboxtive: Claim registration, IDR case management, complaint routing, and SLA tracking.

Xero / Finance

Premiums, refunds, and broker commissions reconcile here - policyholders and partners email about payments and statements throughout the year.

Inboxtive: Premium reconciliation, refund processing, and commission statement queries.

Document Management

Claim forms, photos, and policy schedules arrive as attachments - staff today manually extract data and file against the claim record.

Inboxtive: OCR on claim forms, damage reports, and policy schedules - data extracted and filed automatically.

Free Insurance Playbook

Get all 5 insurance automation workflows.

Full use cases with sample emails, system logic, and automation flows - ready to deploy.

Inboxtive Insurance Playbook
  • Water damage & building defect dispute handling
  • Commercial fleet endorsement & high-value vehicles
  • Renewal lapse & sensitive claim situations
  • Business interruption revenue calculation queries
  • Multi-claim premium review & underwriting triggers

No spam. We'll also send you a short intro on how Inboxtive works.

Your Playbook is on its way!
Check your inbox - the Insurance Playbook is on its way.
Book Custom Demo →
Frequently Asked Questions

Quick answers about Inboxtive.

Most teams are connected and processing real emails within 48 hours, with implementation handled alongside your team.

No. Inboxtive works on top of your existing systems, orchestrating actions and keeping records updated in the tools you already use.

It handles high-volume operational emails such as requests, updates, exceptions, escalations, and follow-ups across connected systems.

Yes. Smart Draft mode lets your team approve every response, while Full Automation mode can run trusted workflows automatically.

Every action is tracked with an audit trail, including the context used, decisions made, and updates written back to your systems.

See Inboxtive handle your insurance emails - LIVE

Book a custom demo and we'll walk through your claims triage process, your policy system, and your compliance workflows.

No migration · No rebuilding workflows · Live within 48 hours