An ops assistant for your inbox
ForwardThis for insurance agents
Insurance agents run on email. New enquiries, policy documents, renewal notices, proposal forms, claims correspondence: they all land in your inbox, and they all need actioning. ForwardThis actions them for you. Forward the email, add some simple instructions, and it does the work in the apps you already use.
Gareth Llewellyn
Quote for landlord insurance?
Your instructions
Add Gareth to the CRM as a lead, set a task to call him back tomorrow morning, and post it in #enquiries.
HubSpot
Create a contact and a task
Call back tomorrow morning
Slack
Post the enquiry
#enquiries
New enquiry: landlord insurance. Gareth Llewellyn, gareth.llewellyn@gmail.com. I've set a task to call him back tomorrow morning.
Sent after approval
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
The emails insurance agents deal with every day
ForwardThis takes on the repetitive tasks you would normally delegate, or switch between apps to deal with yourself. Each one of these can be actioned from a single forwarded email.
A new enquiry
“Add this to the CRM as a lead, and set a task to reply this afternoon.”
The lead is logged in your CRM, with the follow-up task already on your list.
Policy documents from an insurer
“File this under Clients/Fenholme Farm/Policies.”
The documents are filed in the client's folder, and the confirmation gives you the link.
A renewal notice
“Put the renewal in my calendar for the 3rd, with a reminder a month before.”
The renewal sits in your calendar with the notice attached, and the reminder comes well before it is due.
A client ready to proceed
“Send the proposal form for signature.”
ForwardThis shows you the send first, and the form goes out for signature once you say yes.
Claims correspondence
“File this under Clients/Ashcombe Motors/Claims and add a note to their record.”
The letter is filed with the claim, and the client's record shows what has happened.
A client's change of details
“Add a note to the record with the new address.”
The change sits on the client's record, ready for the next conversation.
Terms back from an insurer
“Add the premium and excess to the Quotes sheet.”
Each quote becomes a row on your sheet, so comparing terms is a quick read.
An invoice from a network or software provider
“Put this in Xero as a bill, due in 30 days.”
The bill sits in Xero as a draft with the invoice PDF attached.
A renewal a client should hear about
“Text the client that the renewal is due and I'll call on Thursday.”
The reminder text goes out once you have approved the words.
What is ForwardThis?
ForwardThis is an ops assistant for your inbox. It turns email into action, without the hassle. Compatible with over 145+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
145+ apps
Works across all the apps you already use every day. With more being added every month.
Setup in seconds
No complex setup, apps to install or workflows to build. Sign up, forward, done.
Secure & private
ForwardThis only acts on the emails you send it, and no data gets retained after actions have been completed.
How it works
Forward an email
Forward any email, along with a quick note. Save the attachment. Add this to my calendar. Create a task. Update a record. Send a message on Slack. One email can ask for several things at once.
ForwardThis does the work
It reads your email, then connects to your existing apps & tools to carry out the job. No workflows to build. No copying and pasting between tabs.
Done.
ForwardThis replies when it’s done. With a short summary - and an undo button if something doesn’t look right.
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Workflows insurance agents use
FAQs
- How do insurance agents use ForwardThis?
- By forwarding the emails that carry work in them. A new enquiry goes into the CRM with a follow-up task. Policy documents get filed in the client's folder. A renewal notice lands in the calendar with a reminder. A proposal form goes out for signature. Each one can be actioned from a single forwarded email.
- Does it work with the tools an insurance agent already uses?
- Yes. It works with HubSpot, Google Drive, Google Calendar, Google Sheets, Docusign, Xero, Slack, Twilio and 145+ other apps. Each app takes one click to connect, and once connected it stays connected.
- Does it work with Applied Epic or EZLynx?
- Not yet. ForwardThis cannot act inside those agency management systems today, and new apps are added every month. It still covers the rest of an agent's tools: the CRM, client folders in Google Drive, renewal calendars, quote sheets, signatures and reminder texts.
- Can my team use it too?
- We're working hard on getting our team plan ready to launch. If you'd like to use ForwardThis for your team, please email us for more information.
- What happens to client-sensitive emails?
- Your email is processed securely and used only to carry out your instructions. ForwardThis keeps it just long enough for you to press undo, then deletes it completely. Nothing is stored long term.
- Can it set up folders in Google Drive for a new client?
- Yes. If you mention a Google Drive folder that does not exist, ForwardThis creates it for you. "File this under Clients/Ellis Roofing/Policies" works on day one of the relationship.