How a Fort Collins Insurance Agency Automated 80% of Their Email
An independent insurance agency was drowning in routine customer emails. We built an AI system that handles 80% of them automatically, recovering 12 hours per week.
Your team deserves to work on things that matter.
The challenge
The agency's team spent 3+ hours every day on routine email responses. Policy inquiries, change requests, and coverage questions flooded the inbox every morning. Response times averaged 4-6 hours, and 5-10 follow-ups slipped through the cracks each week. They tried off-the-shelf email tools first, but nothing could handle the nuance of insurance-specific language and routing rules.
Our solution
We built a custom AI email triage system that reads incoming customer emails, classifies them by type and urgency, and generates draft responses for the most common categories. The system routes complex cases to the right agent based on expertise, logs every interaction in their existing CRM, and proactively follows up on open items before they fall through the cracks. Smart escalation rules ensure a human always handles sensitive situations.