Your inbox, organized.
Your responses, drafted.
Claims, renewals, COIs, billing questions—Triage reads every email, categorizes it instantly, and drafts the perfect response. You just review and send.
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Every email, prioritized
Triage reads incoming emails and sorts them by what matters—claims first, then billing, then quotes, then everything else.
Priority Sorting by Category
Triage automatically sorts emails into insurance-specific categories: claims, billing, cancellations, quotes, and more. See your most urgent emails first.
AI Draft Responses
Generate professional, context-aware reply drafts in seconds. Our AI understands insurance terminology and includes appropriate disclaimers.
Approval Workflow
Every AI-generated draft goes through your review before sending. Edit, approve, or reject with one click. You stay in control.
Email Integration
Seamlessly connects with Gmail and Microsoft 365. No email migration required—start using Triage in minutes.
Slack Notifications
Get instant alerts for urgent emails. Claims and cancellation requests trigger immediate notifications to your team.
Analytics Dashboard
Track email volume by category, response times, and team productivity. Identify trends and optimize your workflow.
How Triage works
Get started in under 5 minutes. No complex setup required.
Connect
Link your email
Sign in with your Gmail or Microsoft 365 account and grant permissions. We only request what we need—read and send on your behalf.
Categorize
AI sorts by priority
As emails arrive, Triage instantly categorizes them: claims, billing, quotes, cancellations. Urgent items rise to the top.
Draft
AI generates responses
Triage writes professional draft replies tailored to each email type—with appropriate disclaimers already included.
Approve
Review and send
Review AI drafts in your dashboard. Edit if needed, then approve to send. You're always in control of what goes out.
Calculate Your Savings
See how much time and money your agency could save with AI-powered email management.
1Your Agency Details
Based on industry data showing AI reduces email handling time by 50% on average, with 260 working days per year.
2Your Estimated Savings
Annual Value
$151,667
per year in time savings
867
hours saved/agent/year
4,333
total hours saved
$12,639
monthly value
+5059%
ROI
Cost vs. Savings Comparison
Simple pricing. No surprises.
Start with a 14-day free trial. Cancel anytime.
Monthly
Flexible month-to-month billing
3 seat minimum
- Unlimited email categorization
- AI draft responses
- Microsoft 365 + Gmail integration
- Human approval workflow
- Slack notifications
- Email support
Annual
Save 15% with annual billing
3 seat minimum
- Everything in Monthly, plus:
- Priority support
- Analytics dashboard & reporting
- Email automation sequences
- Custom email templates
- API access
Need custom pricing for a large team? Contact sales
Frequently asked questions
Can't find what you're looking for? Contact our team
Triage works with Microsoft 365/Outlook and Google Workspace/Gmail. Connect your work email in under a minute—no IT involvement or email migration required. We use secure OAuth authentication, so we never see or store your password.
Triage uses advanced AI to analyze each incoming email's content, context, and intent. It automatically sorts emails into insurance-specific categories: claims (highest priority), cancellations, payment issues, billing questions, policy changes, certificate requests, new quotes, and general inquiries. Urgent items surface to the top of your inbox.
Every draft goes through your review before sending—nothing goes out without your approval. The AI understands insurance terminology and automatically includes appropriate disclaimers. You can edit any draft, reject it entirely, or approve with one click. You're always in control.
Yes. We use enterprise-grade encryption for all data in transit and at rest. Your emails are processed securely and never used to train AI models. We only store the metadata needed to power categorization and drafting—not your full email contents. You can disconnect your account and delete all data at any time.
Start with a 14-day free trial. You get full access to all features so you can see exactly how Triage fits your workflow. If you love it, pick a plan. If not, your trial simply ends with no charges.
Plans start at $39/seat/month (or $33 with annual billing). There's a 3-seat minimum. Monthly plans include unlimited categorization, AI drafts, email integration, approval workflow, and Slack notifications. Annual plans add priority support, analytics, automation sequences, custom templates, and API access.
Connect your Slack workspace to get instant alerts when urgent emails arrive—claims and cancellation requests trigger immediate notifications. Your team can even approve or reject draft responses directly from Slack. Use the /triage command to search emails, get summaries, or check status without leaving Slack.
Cancel anytime with no penalties or hidden fees. Your data remains accessible for 30 days after cancellation so you can export what you need. After that, everything is permanently deleted from our systems.
Ready to sort your inbox?
Join insurance agencies saving hours every week with AI-powered email management.
14-day free trialStart free trialCancel anytime