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    The Email Hub

    The Email Hub brings your shop inbox into Claimory and ties it to your claims. Adjuster threads, customer emails, and vendor messages all live where the work is.

    app.claimory.io/emails
    The Claimory Email Hub with smart folders and a message thread
    1. Step 1
      1

      Connect your email

      Open the Email Hub from the left rail. Connect a Gmail account in Settings, Integrations. You can connect more than one account and view them all in a unified inbox.

      app.claimory.io/emails
      The Claimory email hub with its Insurance, Customers, Vendors and Internal smart folders beside the inbox
    2. Step 2
      2

      Use smart folders

      Email is sorted into smart folders: Insurance (with per-carrier sub-folders), Customer, Vendor, Internal, and Other, plus Unhandled, Drafts, and Scheduled. You can set per-sender rules so future mail routes itself.

    3. Step 3
      3

      Link email to a claim

      Link any message to its claim. From then on it shows up on that claim's Emails tab, so the whole conversation lives with the car.

      Pro tip

      Use the By Claim view to see your inbox grouped by claim instead of by date.

    4. Step 4
      4

      Compose and reply

      Compose new mail, reply, reply-all, or forward, with scheduled send and drafts. On Professional and up, AI smart replies suggest a ready-to-send response that you approve before it goes out.

      app.claimory.io/emails
      The email composer in Claimory with Templates and AI Draft options.
    Good to know

    Common questions

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