Outlook + InsuraMate AI
Connect Outlook so InsuraMate AI can triage your agency inbox and draft the replies.
What this integration does
Phone is half the routine work. Email is the other half. We connect to your Outlook so InsuraMate sorts every inbound message and drafts the routine replies. A person still presses send.
The AI reads every inbound customer email and classifies it into four buckets, so what needs a human is separated from what does not before anyone opens the inbox.
It files and flags each message in your own mailbox, in the folders you already use, and drafts a reply in your agency’s tone for the routine ones.
It never sends. A person approves and sends every reply, and every decision the AI made is reviewable with the override rate on screen.
Email threads are matched to the customer's call history so the AI maintains continuity across channels.
- Four-class inbound email triage
- Filed and flagged in your own mailbox
- Drafted replies in your voice, never sent automatically
- Reviewable decisions with an override rate
- Cross-channel context with phone calls
- Tagging and AMS sync on email outcomes
Agencies running Microsoft 365 who want their inbox sorted and the routine replies written, without handing an AI the send button.
See how InsuraMate AI works with Outlook.
Thirty minutes with Aiste, our CRO. We'll talk through your workflow.