How do insurance agencies automate their email inbox?
Have every email read, matched and filed the moment it lands. DouxProcess reads each new email and attachment in the agency's shared and personal inboxes, matches it to the client and policy in the agency management system, files it and logs the activity. Then it drafts the reply or opens the task for the right person. Claims, cancellations and binding deadlines go straight to a person.
What it reads.
Carrier notices, client requests, and attachments such as declarations pages and loss runs. It works on the email you already use. You choose which inboxes it reads, and nothing changes for your team's email.
Where it stops.
It never deletes an email. It never replies to a client without a person approving the reply. If it cannot match a sender to a client, it holds the email and puts it on your desk. It does not guess.
Straight answers.
Does it answer emails on its own?
No. It drafts the reply and puts it in front of the right account manager. She signs off, it sends.
When does it run?
Around the clock. Your team starts the day with a clean queue.