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Send parsed RFQ emails to matching insurers and log records

Send parsed RFQ emails to matching insurers and log records

Your RFQ emails arrive unstructured, causing manual triage and slow insurer outreach. Parsing and targeted emailing gets insurers the right request and logs the RFQ for fast follow-up within minutes.

Send parsed RFQ emails to matching insurers and log records

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Overview

When RFQs land as free-form messages, brokers spend time parsing and rerouting instead of selling. This flow turns each RFQ into a parsed record and sends tailored quote requests to the right insurers, so your sales ops team sees distribution status and insurer replies within minutes.

Send parsed RFQ emails to matching insurers and log records