For insurance brokers
Trusted by 300+ insurance teams, including Allianz, Groupama, and Qover. Official Brio partner.
Powering customer operations at:
EMAIL ARRIVES
Outlook, with Penbox
Yesterday
Car accident this morning
Hi, I've had an accident on my way to work. Photo attached…
Penbox reads the email and auto-picks the claim template.
CLIENT SUBMITS
Easy flow on their phone
Today
Motor claim declaration
Other driver's ID
Accident report
IBAN for reimbursement
Documents validated on submission
CASE RETURNS
Ready to process
Tomorrow
Type
IBAN
ID Card
Report
Motor claim
✓ valid
✓ extracted
✓ attached
Documents validated on submission
The broker who answers first wins the contract.
Answer new business in minutes, not days.
Quotes, renewals, policy changes, claims. One inbox, one pattern.
Every inbound email becomes a structured case.
The document work, done before the case reaches a human.
Documents arrive ready to work on.
No new system to learn. Penbox plugs into the place your team already works.
Works with the tools your office already uses.
Why brokers trust Penbox
Built for the work brokerage actually does
Your broker management system stays the record. Penbox runs the work, between your clients and your team, inside the inbox you already live in.
Penbox runs inside Outlook, where the work already happens. When a client email lands in the inbox, one click turns it into a structured response. The client receives a link, opens the flow on their phone, and submits what you need. Penbox validates the documents, compiles the case, and returns it to the same email thread.
A client writes in asking about cover for a new car. The handler clicks Penbox, the right template has already been selected, the client fills in the flow in a few minutes, and the quote goes out the same morning. The same pattern runs for policy changes, renewals, and claims.
FSMA, MIFID, AML. Official Brio partnership, with deeper system-of-record integration on the roadmap. Hosted on your own domain. Flows in the language your clients expect, written by your team, not by us.
Frequently asked
Is Penbox a replacement for my broker management system?
No. Penbox runs the work between your clients and the system you already use. The broker management system stays the record. Penbox handles the intake, the follow-ups, and the validation, and the finished case comes back to the handler in the tools they already work in.
Does Penbox work with Brio?
Yes. Penbox is an official Brio partner. Today, Penbox lives inside Outlook, which is where the inbound work starts. A deeper Brio integration is on the roadmap and will be announced separately.
Do we have to learn a new tool?
The handler works from Outlook. The Penbox panel is on the right of the inbox. When a client email arrives, one click starts a structured case. There is no second dashboard to open, no new habit to build for the day to day.
What do clients see?
A short message with a link. They tap the link, complete the flow on their phone, and submit. No app to install, no account to create, no login to remember.
How does Penbox handle poor-quality document submissions?
Penbox reads documents on the way in. AI extracts the fields that belong in the case, and deterministic checks validate formats like IBAN. When a submission is unreadable or missing, the client is asked to fix it before the case reaches a handler.
Does Penbox help with FSMA, MIFID, and AML requirements?
Yes. Penbox is used today by Belgian brokers to collect and update the fields these regulations require, including civil status, national identifiers, and AML data points. Because intake is structured, the compliance trail is consistent, not dependent on individual diligence.
How long does it take to get started?
A first flow can be live in a working day. Most offices start with a single template, usually quote requests or the most common claim type, confirm the workflow on real cases, and add more flows from there. No project management needed to see the first result.
What does it cost?
Penbox is priced per user and scales with volume. A typical broker office can compare the monthly cost to the revenue captured by responding faster to inbound business. The demo call includes a quote against your setup, not a list price.
Is Penbox secure and compliant?
Data is hosted in the EU, encrypted in transit and at rest. Penbox is built for regulated industries and supports enterprise compliance reviews. Security documentation is available before the first case is sent.
