Sort Client Emails With One Click
Planned: when the Emails section ships, you'll click AI Categorize on an email in CovioIQ and AI will suggest a category, such as quote request, claim question or renewal question, saved as a badge so you can see what each message is about. The Emails section is not available on any plan yet.
Categories Built for Brokers
Planned: the AI would choose from categories written for insurance brokerages, and the suggested category would appear as a badge on the email.
A client or prospect asking for an insurance quote
Questions about an upcoming policy renewal
Questions about a claim
Other questions. Policy change and testimonial are also planned.
On Demand, One Email at a Time
Planned: categorization would run only when you click AI Categorize. Nothing would happen to your emails in the background.
- Open an email in the Emails section once it ships
- Click AI Categorize
- CovioIQ would send that email's subject and body to its AI provider
- The suggested category would be saved and shown as a badge
Reads More Than the Subject Line
Planned: the AI would look at the email's subject and body text together, which helps when the subject line alone doesn't say much.
- A vague subject like "Quick question" would still get the body text considered
- The category would be a suggestion, so review it before acting
- Emails would stay linked to their client records
- Nothing would be sent to clients on your behalf
Emails Section and Inbox Sync: In Development
The Emails section is in development on every plan, and there is no live inbox connection yet. When it ships, it will list emails logged in CovioIQ and linked to client records.
- Emails section: in development
- Gmail integration: in progress
- Outlook integration: in progress
- Google Calendar and Outlook Calendar: in progress
- Check the Integrations page for current status
What AI Categorize Is Planned to Do
To categorize an email you choose, once it ships
Would go to the AI provider, for that email only
To clients on your behalf, now or when it ships
How AI Email Categorization Is Planned to Work
Log the Email in CovioIQ
When the Emails section ships, emails logged in CovioIQ will appear there, linked to the client record. The section is in development on every plan, and direct Gmail and Outlook sync is in progress.
Click AI Categorize
You'd open the email and click AI Categorize. CovioIQ would send the subject and body of that one email to its AI provider, Anthropic, which processes it in the United States.
Category Saved
The suggested category, such as quote request, claim question, renewal question, policy change or general inquiry, would be saved and shown as a badge on the email in CovioIQ.
You Decide What's Next
Categorizing an email wouldn't route it or reply to it. You'd review the category and take the next step yourself.
You Stay in Control
The AI would only suggest a category. Nothing would be sent to clients, and email content would go to the AI provider only when you click the button.
Who It's Designed For
High-Volume Brokers
Lots of client email to log? Category badges are meant to make it easier to spot quote requests and claim questions when you scan the list.
Solo Brokers
Short on time? A category badge is meant to help you see at a glance which logged emails are quotes, claims or renewals when you come back to them.
Brokerage Teams
Several people handling client email? A consistent category on each logged email is meant to make it clearer what a message is about. Routing would stay with your team.
Emails Section, AI Categorize and Inbox Sync
The Emails section is in development on every plan, and direct inbox sync with Gmail and Outlook is in progress. None of these are available yet. Check the Integrations page for the latest status.
View Integration StatusKnow What Each Client Email Is About
AI Categorize is planned for every plan, starting with Solo. It is not available on any plan yet.
Emails section in development • Gmail and Outlook sync in progress • See Integrations for status
Email Categorization FAQs
Is AI email categorization available right now?
No. The Emails section in CovioIQ is still in development and is not available on any plan yet, so no email content is sent to an AI provider today. The categorization step behind it is built and runs on Anthropic; the answers below describe how it will work once the Emails section ships.
What will CovioIQ's email categorization do?
Planned: once the Emails section ships, clicking AI Categorize on an email logged in CovioIQ would have AI suggest a category such as quote request, claim question or renewal question and save it as a badge on the email. It would work one email at a time, only when you click.
Will the AI reply to clients on its own?
No. The planned email categorization does not draft, suggest or send replies. It would only suggest a category, and you decide what happens next.
Will it sort my inbox automatically?
No. There is no inbox connection today, and incoming mail would not be categorized automatically. The plan is for it to work on emails logged in CovioIQ once the Emails section ships. Gmail and Outlook integrations are in progress; see the Integrations page for status.
How will email content be handled?
When the feature ships, clicking AI Categorize would send that email's subject and body to CovioIQ's AI provider, Anthropic, which processes it in the United States. Nothing would be sent until you click, and nothing is sent today. See our Privacy Policy for how personal information is handled.
Which plans will include email categorization?
AI Categorize is planned for every plan, starting with Solo. It is not available on any plan yet.
Read the Privacy Policy or check integration status.