Email Categorization Agent

Read incoming service and carrier emails, categorize them by request type, extract key details and route each one to the right workflow or person.

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Workflow

  1. 1
    Read

    Monitor configured mailboxes with delegated, scoped access.

  2. 2
    Categorize

    Identify the request type, such as COI request, endorsement, claim or billing question.

  3. 3
    Extract

    Capture the insured, policy and requested action, and separate attachments.

  4. 4
    Route

    Start the matching workflow or assign to a team member when judgment is needed.

Core capabilities

  • Request classification
  • Attachment and detail extraction
  • Routing to workflows and queues

See How Bexara Fits Your Agency.

Explore connected insurance workflows, flexible deployment, and AI-assisted operations with human oversight.

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Each demonstration is shaped around your agency's workflows, systems and security requirements.