IntakeFlow
Missed commercial intake emails cost agencies $5K-$15K+/mo. One delayed quote, COI, or claim can mean lost deals, clients, and reputation.
🚨 The Silent Leak Eating Your Agency’s Revenue
Most agencies lose $5K–$15K every month without even knowing it. Quote requests buried in inboxes. COIs sitting too long. Claims delayed. Every slip costs money, clients, and reputation.💡 IntakeFlow is the safety net.
It runs 24/7 in the background — quietly catching every intake email, tagging it, prioritizing it, and logging it in one live tracker your whole team can see.No missed quotes. No angry clients. No E&O nightmares. Just more revenue, happier CSRs, and peace of mind.⚡ Go live in 48 hours.
No calls. No installs. No IT.
Just your agency running leaner, faster, and safer.
💡 What It Does
Your inbox shouldn’t be a liability — but for most agencies, it’s quietly costing $5K–$15K+/month.
One buried quote, COI, or claim email can mean a lost deal, a lost client, or a hit to your reputation.IntakeFlow turns that risk into revenue:
Every inbound request is instantly identified, tracked, and prioritized — before it can get delayed or missed.
No copy/paste. No bottlenecks. No “I thought you saw that email.”From every client email, IntakeFlow extracts:
✅ Intent — Quote, COI, Claim, etc.
✅ Policy Type
✅ Client Name
✅ Next Action
✅ Urgency LevelThen it routes each request into your live intake tracker — so you see exactly what’s pending, urgent, and done in real time.Built for speed. Built to protect revenue. Built for brokers who refuse to lose business they’ve already earned.⚡ Quote faster. Miss nothing. Keep every client.
⚙️ How It Works
⏱ Live in <48 Hours
We plug into your intake process fast so every quote, COI, and claim request is instantly captured and tracked. No IT. No disruption.📦 Standardized, Scalable Setup
Every client runs on the same proven core system. No custom development — just light configuration for your agency so we can move fast and keep things simple.✅ No Missed Opportunities
The system eliminates buried emails, lost follow-ups, and hours of manual sorting — so your team closes more of what you’ve already earned.
Why Agencies Choose IntakeFlow
| Option | Cost | Setup Time | Accuracy | Ongoing Headaches |
|---|---|---|---|---|
| Hire Another CSR | $50K–$70K/yr | Months | Human error, burnout | Recruiting, turnover, missed emails still happen |
| Outlook Folders/Rules | $0 | Hours | Breaks easily, no prioritization | Constant fixing, emails still buried in inboxes |
| AMS Systems | $1,000s | Weeks–Months | Clunky, manual entry | Staff hates extra logins, adoption fails |
| Custom Automation (Zapier/IT) | $5K–$25K+ | Weeks–Months | Not insurance-specific | Breaks easily without constant maintenance |
| IntakeFlow | $1,499 setup + $499/mo | Live in <48h | Insurance-trained AI for high accuracy, instant routing to a centralized tracker (flagged & prioritized) - zero burnout | Hosted + monitored for you — zero headaches |
🌟 Picture This
Your desk is clear. Your inbox is empty. Your team leaves on time.Clients thank you for fast responses instead of chasing you down.Your revenue dashboard shows steady growth. No silent leaks. No missed money.You feel calm. Professional. Proud.Your agency finally runs like the modern, tech-driven shop you always wanted.
👉 This is the reality that IntakeFlow creates in under 48 hours.
The Risk-Free Offer
Still deciding?Most agencies lose $5K–$15K+/mo when intake emails get buried, delayed, or missed. IntakeFlow stops that — fast.Test-drive IntakeFlow FREE for 7 days — no credit card, no IT, no strings.
If it doesn’t clear your inbox chaos and help you save time and win back deals you’re currently losing, you don’t pay a dime.🚀 Start your free trial today and within 48 hours your inbox will run on autopilot — capturing, tracking, and routing every request instantly.⚠ Spots are limited: Only 3 installs per week.
🧰 What’s Included in Your IntakeFlow System
✅ AI-Powered Intake Automation
Catches every quote, COI, and claim email before it gets buried — stopping the $5K–$15K/mo leakage from missed requests.✅ Live Intake Tracker
Every request is logged with intent, urgency, and next-steps — so nothing slips through the cracks and clients never feel ignored.✅ Priority Alerts (Optional)
Instant Slack or email pings for urgent requests — no more missed quote windows or angry client calls.✅ 48-Hour Setup
No meetings. No IT. Just plug in and go live.
⚡ Most clients go live same day — inbox chaos cleared by EOB.
💰 Client Outcomes
✅ Capture Every Quote, COI, and Claim Request
Missed intake emails cost most agencies $5K–$15K+/mo. IntakeFlow makes sure 100% of requests are tracked instantly — no silent revenue leaks.✅ Instant Alerts on Revenue-Critical Emails
High-priority requests surface in seconds, so no lost clients from a delayed COI or late quote.✅ Eliminate Copy/Paste Chaos
CSRs recover 5–8 hours/week each by ditching inbox-hopping and manual data entry — freeing time to win more business.✅ Respond Faster. Close Faster
Speed = revenue. IntakeFlow helps you quote first, respond first, and close deals your competitors never even get a shot at.
Join the IntakeFlow 7-Day Trial
⚠️ Only 3 installs available per week — claim yours before another opportunity slips through.Most agencies your size quietly lose $5K–$15K+/month because quote, COI, and claim emails sit buried or delayed. IntakeFlow stops that — instantly.With your 7-day trial, you will:- Recover lost revenue: Stop missed follow-ups that cost you 1–3 opportunities per week- Save 5+ hours/CSR/week: Intake emails routed instantly — no copy/paste chaos- Zero disruption: Keep your current workflow — no installs, no retraining- Optional input: Share quick feedback so we can refine IntakeFlow for agencies like yoursWhy join now?
Trial spots are extremely limited. Early members lock in discounted pricing and priority onboarding before the full launch.💡 Most trials see results by end of the same day.
🔥 Built for ROI, Not Zoom Calls — Pricing
Most agencies quietly bleed $5K–$15K+/month from intake emails that get delayed, buried, or missed. IntakeFlow stops that in under 48 hours — no meetings, no IT projects, no retraining.
IntakeFlow Premium Setup + 24/7 Automation✅ Done-for-you setup in 48h — no downtime
✅ 1 fully automated inbox + live intake tracker (status, urgency, follow-ups)
✅ Slack/email alerts for urgent items💰 $1,499 one-time setup (price rising to $2,499 soon)
💰 $499/month (unlimited automation, hosting, priority email support)
👉 Even recovering 1 missed opportunity per month covers the cost 10x over.
Need multiple inboxes?$750 one-time per additional inbox + tracker pair
$299/month per additional inbox + tracker pair (automation, hosting, support)
Extras:💡 Light edits anytime — $99 each
⏸ Pause anytime — resume in seconds ($149 primary inbox + $49/additional inbox)
⚡ Only 3 installs per week — reserve your slot before another agency does.
No more missed quotes. No more inbox chaos. IntakeFlow catches every request so your team closes what you’ve already earned.⚡ Live in <48h — no calls, no IT, no devs.💰 Pricing resets each cycle based on demand + install capacity.
🛡️ FAQ
What happens after I buy?
You’ll get a welcome email with a short form + secure steps on how to connect your inbox.
⚡ Go live in <48h with AI automation + a live intake tracker.
No calls. No IT. No delays.Can I pause?
Yes. Pause anytime (your data’s safe).
Resume in seconds: $149 (primary inbox) + $49 (each additional inbox). No new setup required.Does this work for multi-producer teams?
Yes. Each inbox gets its own automation flow + live intake tracker.
Scales clean across producers or a shared service team.What’s the risk if I don’t act now?
Every missed request = a lost deal, a lost client, or a damaged reputation.
That’s $5K–$15K+/mo silently leaking from most agencies.
Inbox chaos isn’t “ops” — it’s a sales leak your competitors are already fixing.Still have a question?
📧 [email protected] — we’ll get back to you within hours.
👉 For Commercial Agency Owners Losing $5K–$15K+/Month to Quoting Chaos - Stop the leak in 48 hours.
Every month you wait, thousands are gone for good — missed quotes, buried COIs, ignored claims.
IntakeFlow plugs the holes instantly: no forwarding, no digging, no guessing. Just faster quotes, happier clients, and more deals closed.
✅ Ready to Go?
🎥 Watch the Demo → See how it works in 90 seconds📦 View the One-Pager → What you get + how it works
🔥 Only 3 installs/week — lock your slot before the setup price jumps to $2,499.
💰 $1,499 setup + $499/mo — automation, hosting, support
⚡ Live in <48h — no calls, no code, no downtime
⚠ Every day you wait, $5K–$15K+ slips away in missed quotes and buried COIs. With only 3 installs/week, spots vanish fast.
⚡ Stop bleeding time and revenue. Start running the agency you’ve always envisioned.