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Outlook + InsuraMate AI

Connect Outlook so InsuraMate AI can read, reply to, and triage your agency inbox.

What this integration does

Phone is half the front desk. Email is the other half. We connect to your Outlook so the AI can handle inbound email the same way it handles calls.

The AI reads inbound customer email, classifies it (quote, claim, billing, service), and drafts a reply in your agency's tone.

Replies can send automatically for low-risk requests, or sit in a producer's drafts folder for one-click approval.

Email threads are matched to the customer's call history so the AI maintains continuity across channels.

What's included
  • Inbound email classification
  • Auto-drafted replies in your voice
  • Approval queue for high-stakes responses
  • Cross-channel context with phone calls
  • Tagging and AMS sync on email outcomes
Best for

Agencies running Microsoft 365 who want their inbox cleared without their producers spending mornings on triage.

See Outlook working with InsuraMate AI on a real call.

A 15-minute demo with our founder. We'll walk through your exact workflow.