AI E-mail for Insurance Agencies. An AI email responder for insurance agencies and brokers
AI E-mail is an AI email responder for insurance agencies: Lisa reads every message to your service, sales and billing addresses, finds the client and drafts the reply from your approved information. Departments you trust, such as billing, can answer alone; the claims and policy-change desks wait for a licensed person with the draft ready.
TRY AI E-MAIL FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
Rules per desk
Decide per department whether Lisa answers and sends, writes for a person to approve, or leaves it to a person, and set each desk's response time.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Billing questions can go out alone; claims and policy-change mail waits for approval.”
Lisa“The billing desk will answer and send by itself, and the claims and policy-change desks will wait for a person's approval. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Agencies use it
A mortgage processor e-mails for evidence of property insurance before Friday's closing, and the mail lands on the personal lines desk with Lisa's draft.
A client asks why his auto renewal went up; Lisa acknowledges it, holds the draft and proposes a review with his producer.
A carrier's cancellation notice forwarded by a client goes to Needs you, with the billing line and a draft for the account manager.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Your own sending domain, set up and warmed for you; replies land in Front Office, not in a personal inbox
- Drafts and answers from your approved knowledge, in the customer's language; approve each one or let it send under rules you set
- Take over any thread and send from your own address; connect your Google or Microsoft mailbox for personal mail
- Every thread on the customer's record; a reply stops any running follow-up and alerts the owner
- Templates written from your knowledge; deliverability report, bounces, complaints, engagement
- Attachments, quotes and confirmations sent from the same place; nothing typed twice
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI E-mail does, for every business ›
Works withLisa, your AI assistantAI Follow-upAI QuotingAI BookingAI TicketsAI Returns & Warranty
The service inbox
Email management for insurance agencies, desk by desk
One desk per department
Service, sales, billing and claims each get their own address, colour and count of open conversations, so nothing sits in one crowded agency inbox.
A draft already written
With an AI email assistant for insurance agents, the reply to most desk mail waits in Ready to send; the CSR reads it, changes a word, sends it and the next client's mail opens.
Only what needs you
Needs you gathers the mail that needs a person's decision across desks and mailboxes, each with Lisa's proposal and a Do it beside it.
Bulk mail out of the way
Carrier newsletters and system notices leave the desk, read once by Lisa in case a client wrote from a mailing tool.
Set-up
Shared inbox for insurance agencies in 2 minutes
Add your addresses
Add service@, quotes@ or info@ and the desk each one lands on; the agency's existing mailbox stays as it is.
Connect your own mailbox
Each producer connects a mailbox or forwards a copy, and Lisa reads only the folders each person allows.
Say who answers
Tell Lisa which agency desks she may answer alone and which wait for a person; each change is shown before and after.
A week on your mail
Run it free for 7 days with no credit card and read every reply Lisa prepared, sent or held for your CSRs.
Questions & answers
AI E-mail for Insurance Agencies: questions & answers
Can an AI answer the insurance agency service inbox?
Yes, desk by desk. Lisa reads each e-mail to your service, sales or billing address, attaches it to the client and writes the reply from your approved information. You decide per department whether she sends it or a person approves first, which is the default for every agency desk.
Which agency e-mails should wait for a licensed person?
The ones you mark. Most agencies keep claims, coverage questions, cancellations, complaints and broker-of-record letters on desks where a person approves. Lisa still writes the summary and the draft, so the licensed person reads one card instead of the whole thread.
Do replies go out from our own agency address?
Yes. Mail sent from the agency desk goes out from your own address, lands in its Sent folder and carries the sender's signature with the agency footer under it. Each producer can connect their own mailbox or forward a copy.
What happens when a client asks to cancel a policy by e-mail?
The AI never cancels anything. A cancellation request goes to Needs human with a copy to your escalation inbox, so an account manager decides, and an unclear reply first gets one polite question before it reaches a person.
Can the AI read client e-mails written in other languages?
Yes. A policyholder's message in another language is read to your CSR in theirs with its numbers and dates checked, and answered in the CSR's words with the translation beside them.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.