Run the back office
Inbox & intake triage
Sorts incoming emails and form submissions, records the details and drafts the next reply for a person to approve.
Starts at $3,500· Within 7 days
The 7 days start once I have access to your tools and sample data.
How it works.
01
A quote request arrives by email or web form
02
It's sorted by line of business, the worksheet is pre-filled and a missing-info reply is drafted
03
A person approves the reply and the right producer gets it
Insurance quote intake and triage
Demo on sample data, being recorded. Ask for a live walkthrough on the call.
For an agency handling ~200 submissions a month, an estimated 15+ hours saved.
Good for.
- Insurance agencies
- B2B distributors
Connects to.
Gmail/Outlook, web forms, HubSpot/Salesforce and Google Sheets.
What's included.
- Routing rules agreed with you
- Draft replies in your voice
- An approval step before anything is sent
- Alerts when a request sits too long
What stays human → Nothing reaches your customers until a person approves it.
Questions.
Starts at $3,500. Build timeline: Within 7 days. The 7 days start once I have access to your tools and sample data. I quote a fixed price after agreeing the scope. The starting price depends on the tools and workflow involved.
Sample emails or form submissions, your routing rules, examples of replies, and access to your inbox, forms and destination tools.
A person approves every reply before it is sent. Your team can correct routing or extracted details, and I adjust the agreed rules during the project.
Other systems in this group.
Documents-to-software autopilot
Reads the documents that arrive by email or in shared folders and enters the fields in your software.
Good for: Freight brokers and 3PLs, Accounting and bookkeeping firms
Ops reporting autopilot
Pulls numbers from the tools you already use and drafts the recurring report for a person to check and send.
Good for: Marketing agencies, Recruiting and staffing agencies
NEXT STEP
Talk about inbox & intake triage.
Bring the workflow, the tools it touches and your team size. I'll tell you honestly whether this system fits.