Built for independent insurance agents

Your inbox, organized by what's
actually happening with each client.

Not just by date. Kinbox tracks every policy conversation, catches renewals before they slip, and drafts the follow-up — so nothing falls through the cracks.

Free during beta  ·  No credit card needed

Renewals don't sneak up on you anymore.

Kinbox watches every policy's renewal date and surfaces it weeks in advance — long before the lapse notice goes out. Reach out while there's still time to shop the account, not after.

  • Renewal countdown across every active policy
  • Reminders surface automatically — no spreadsheet, no sticky notes
  • Set the lead time that fits your book — 30, 45, or 60 days out
  • Works alongside your AMS — no migration required
Upcoming Renewals
Diaz Family — Auto 12 days
Renews June 4. No outreach sent yet this cycle. Last year's renewal had a premium increase.
⚠ Reach out this week
Sunrise Diner LLC — Commercial 28 days
Commercial property + liability bundle. Reminder email queued, ready for review.
Draft reminder ready
Patterson Family — Home + Umbrella 45 days
First reminder already sent. No action needed yet.
On track

Every conversation, exactly where it stands.

Kinbox doesn't just sort by date. It tracks the actual state of each conversation — pending your reply, awaiting theirs, overdue, gone stale, or resolved — so you always know where to look first.

  • Five states, assigned automatically to every thread
  • Surfaces time-sensitive threads before the window closes
  • Prioritizes by urgency and impact, not just recency
Thread States — 3 need action
Brian Carter Overdue · 5 days
Asked about the 18% premium increase on Feb 12. No reply sent. Client has mentioned comparing with State Farm.
⚠ At risk — client may cancel policy
Diaz Family Awaiting you · 2h
Replied to the renewal quote with two questions about the deductible. Renewal binds tonight.
⏰ Binds tonight at 8 PM
Marcus Webb Stale · 3 days
Asked for a certificate of insurance on Monday. Third follow-up from this client. Draft reply is ready.
Draft prepared

Every client's story, at a glance.

Before you reply to anyone, Kinbox shows you the full picture — what policy they hold, where the conversation stands, and what you last said to them.

  • Client context summarized from the full email history
  • Policy details and prior commitments surfaced automatically
  • No manual AMS entry. No extra tabs. Just Kinbox.
Needs Attention — Today
Urgent
Brian Carter
Policy holder since 2019. Questions 18% premium hike. Comparing quotes with State Farm.
⚡ Reply now — at risk
Time-sensitive
Diaz Family
Auto renewal binds tonight. Asked about deductible options before signing off.
⏰ Binds tonight 8 PM
Pending reply
Marcus Webb
Small business owner. Needs a certificate of insurance for a new contract. 3rd follow-up from client.
Draft ready to send
Follow up
Lauren Mitchell
Renewing auto + home bundle. Requested quote one week ago. No reply sent yet.
Low urgency

The right reply, in seconds.

Kinbox doesn't write generic emails. It reads the thread, understands the client, and writes a response that sounds like you — with the right tone, context, and urgency baked in.

  • Context-aware: references client history, names, and prior exchanges
  • Urgency-aware: measured tone for low-stakes, crisp for time-sensitive
  • One-click send or edit first — you're always in control
AI Draft
Context: Home policy · 18% premium increase · Client since 2019 · Comparing State Farm quotes · 5-year claim-free history
Hi Brian,

Thanks for flagging this — I completely understand the concern. An 18% increase is significant, and I want to make sure we're getting you the best deal possible.

I've already requested a coverage review on your behalf. Good news: your 5-year claim-free history qualifies you for our loyalty discount, which can offset a meaningful portion of the increase.

Can we jump on a quick 10-minute call tomorrow to go through the numbers together?
How it works

Set up in minutes. Paying off by noon.

No onboarding calls, no data migration, no new habits to build. Just connect and go.

1

Connect Email

One-click OAuth. Kinbox reads your inbox. Nothing else changes — no forwarding addresses, no BCC rules.

2

Kinbox analyzes

Every thread is parsed, categorized, and scored. Open loops are flagged. Client summaries are built. Drafts are queued.

3

You act faster

Open your dashboard each morning. Work through your action list in priority order. Stay ahead of renewals. Miss nothing.

Early access

Stop letting renewals slip through your inbox.

Join independent agents on the waitlist. Free during beta. Cancel anytime.