How does Planfix help with intake from clients and insurers?

Planfix turns every inbound item into a task. Email from a client, a forwarded insurer reply, a messenger message, or a call note are all captured in the same workspace. A task stores the client, policy, and request type, so your team can work from one screen without manually copying details.

Can clients reply without a Planfix account?

Yes. The Client Dashboard lets your clients and partners respond in the same thread without buying a license. They see shared documents and messages only for them. Replies go straight into the task, so you always have a full, auditable history for that request.

How do we track SLAs and overdue policy actions?

You can build lists in the Planner for due today, overdue, waiting for client, or waiting for insurer. Notifications and automations react to status changes. Reports group by client, policy type, or broker, so managers can show SLA performance to leadership and prove what was done.

Why Planfix instead of shared inbox or standard help desk?

Shared inboxes and generic help desks stop at messages. Planfix gives brokers conditional boards, status sets with transition rules, Data Tags, Directories, and the Client Dashboard. You can run endorsement, certificate, billing, and claim notice work in one place and get reports tailored to insurance.

Insurance brokers - client requests & policy processing

Solution for Insurance Brokers

You handle requests, insurer answers, and policy changes all day. Planfix turns emails, calls, and messenger messages into structured tasks, puts them into the right queue on the first try, and keeps the full history for clients and insurers.

Intake from all channels

Capture Every Message

Turn email, messenger, or call notes into tasks tied to the client record.

Classify in Minutes

Use conditional lists, status sets, and SLA fields to place work in the right lane.

Deliver in One Thread

Clients get documents and answers inside the same task via Client Dashboard.

Start with Intake

Connect email and messenger channels and let Planfix create a task for every inbound request. Your team stops losing broker and client messages on day one and everything lands in the governed workspace.

Connect channels

Planner Automation

Move tasks between conditional lists and update assignee and status automatically.

Client Dashboard

Clients see documents and replies in one place and answer without a license.

Broker Reporting

Data Tags and Project Totals roll up premiums, commissions, and workload KPIs.

Faster Endorsements

Tasks arrive with client and policy context so teams can work right away.

SLA Control

Planner highlights due, overdue, waiting for client, or waiting for insurer states.

Clean Communication

All replies stay in the original task so you can prove what was done.

Do You Recognize This

Clients write from different channels, the team forwards messages, managers monitor chats manually, and nothing links back to the client record. Planfix removes that chaos with intake, Planner rules, and the Client Dashboard.

Find everything fast

Capture and Structure

Process Policy Changes

Keep SLA Control

Capture and Structure

All requests enter one system and become tasks instantly.

AI Agents extract client, policy, and type from unstructured messages.

Classification puts work in the correct lane and SLA bucket.

AI in tasks

Process Policy Changes

Route to the right broker or line of business.

Collect missing documents through the Client Dashboard.

Capture insurer answers in the same task for audit.

Deliver documents

Keep SLA Control

Planner lists for due today, overdue, waiting for client or insurer.

Notifications and automations on status changes.

Reports by client, policy type, or broker for leadership.

Reporting in Planfix

End State: Governed Workspace

Your brokerage runs in one task and client workspace. Intake is unified, every policy action is traceable, renewals are scheduled, and management has real service reports ready for clients and insurers.

Service reports