# Penbox

> Penbox is a case intelligence platform for customer operations teams. Your systems store cases. Penbox runs them. It turns emails, documents, and customer interactions into structured case workflows that run from intake to resolution, on top of your existing systems.

Penbox sits between ops teams and their customers. It automates document collection, data extraction, follow-ups, exceptions, signatures, and document generation. Each capability works independently or together, depending on the team's process.

Your core systems (CRM, ERP, legacy platforms) stay the system of record. Penbox runs the case work on top.

## What Penbox does

Penbox structures document-heavy case work into governed workflows. A case is one unit of work that orchestrates all interactions between a case manager and one or more contacts, combining email, SMS, forms, documents, and data collection into a single managed workflow.

Key capabilities: automated case lifecycle management, smart forms with conditional logic and pre-fill, AI-powered document intelligence (extraction, validation, classification), email intelligence (classification and draft responses), document generation and e-signatures, automated follow-ups and reminders, multi-party case coordination, and full audit trail.

AI operates inside governed workflows. It extracts data, drafts responses, and flags gaps while the team stays in control.

## Who it is for

Customer operations teams in regulated, document-heavy industries. Insurance (brokers, carriers, MGAs), financial services, HR operations, and any team that manages complex case work involving multiple parties, documents, and compliance requirements.

Typical buyers: Head of Operations, Head of Claims, Operations Directors, Team Leads running case-based processes.

## How it connects

API-first architecture. Penbox connects to CRMs, ERPs, document management systems, and legacy platforms via REST API and webhooks. No rip-and-replace required.

## Security and compliance

ISO 27001 certified. GDPR-ready. Data stored in Europe. Enterprise-grade encryption and SSO authentication.

## Company

Founded and headquartered in Belgium. Serving 300+ customers across Europe including Allianz, Groupama, and Qover.

## Links

- [Website](https://penbox.io)
- [Documentation](https://docs.penbox.io)
- [API Reference](https://docs.penbox.io/api-reference/introduction)
- [Book a demo](https://cal.com/penbox/30min)
- [Sign up](https://app.penbox.io/signup)
- [Privacy Policy](https://penbox.io/privacy-policy)
- [Terms](https://penbox.io/terms)