Gndsoft LLCPolicyPilot DemoAI-Powered

PolicyPilot

Turn insurance emails into CRM-ready data — powered by AI.

This demo uses AI to classify requests, extract customer details, and generate structured JSON in real time.

AI-powered classification in seconds

Extract names, contacts, vehicles, policies

CRM-ready JSON export

Processing pipeline

Email InputRegex Pre-scanAI EngineStructured JSON

Live AI Intake Demo

Paste an insurance email and watch AI classify it in real time.

{ "status": "Waiting for analysis..." }

AI-powered analysis

Paste an email → AI analyzes → Structured JSON

The pipeline runs regex pre-scanning first, then sends the email to our AI engine for classification, entity extraction, and confidence scoring.

Email input

Choose a sample or paste your own insurance email.

Result panel

AI-extracted fields, confidence score, and CRM-ready JSON.

Paste an email and click "Analyze with AI"

How it works

AI-powered intake for insurance agencies

Your team receives quote requests, claim emails, policy updates, and attachments every day. PolicyPilot classifies the request, extracts key information, and prepares structured data for your staff or CRM.

Classify with AI

AI analyzes intent and categorizes requests: New Quote, Renewal, Claim, Policy Change, or General Question.

Extract key details

Customer name, contact info, vehicle/property details, policy numbers, urgency level, and more — all automatically.

Confidence scoring

Each classification includes a confidence score. Low-confidence results can be flagged for human review.

CRM-ready export

Staff summary plus JSON export ready for CRM entry or API integration.

MVP scope

Copy & paste prototype

AI classification

Entity extraction

Confidence scoring

JSON/CSV export

Production roadmap

Outlook/Gmail integration

Document & attachment parsing

Multi-model AI pipeline

CRM API connectors

Batch processing dashboard

Pilot offer

$1,500 setup

+ $500/month

AI-powered extraction

Request classification

Confidence-based routing

JSON/CSV export

2 hours/month adjustment support

Book a demo

See how it would work with your inbox

Share a few details about your insurance workflow. We will reply with a focused demo path and the first pilot scope.

No inbox connection required for the first demo.

Bring sample emails if you want a more realistic walkthrough.

Outlook, Gmail, or document upload integration can come after the pilot is proven.