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inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.

Insurance Claims Automation Agent

Insurance Management

Automates high-volume email tasks for insurance claim management professionals.

7-day free trial · No credit card

How This Works

01

Watches for

subject contains: claim submission, policy update, coverage inquiry, incident report, payment status, renewal OR from: claims@insuranceco.com, clients@riskmanager.com, @brokerage.com, adjuster@

02

Then does

1. Search knowledge base for policy details and claims processing guidelines. 2. For claim submissions, forward to claims-processing@insuranceco.com with client details and incident report attached. Add 'claims-pending' label. 3. For coverage inquiries, reply with relevant policy details using template responses and forward to account-manager@insuranceco.com. Add 'coverage-inquiry' label. 4. For incident reports with critical keywords (e.g., 'accident', 'damage'), forward with high priority to emergency-response@insuranceco.com. Add 'urgent' label. 5. For payment status inquiries, check existing records, reply with status, and if unresolved, forward to finance@insuranceco.com. Add 'payment-status' label.

Two Ways to Use

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.

What inbox.dog Agents Can Do

Every agent can read, search, and act on your Gmail. Here's what's possible:

Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks

Ready to install this template?

Connect your Gmail, review a sample, then flip on autopilot.

Works with Gmail · 7-day free trial · No credit card