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Description
Sort COIs, dec pages, loss runs, and other policy documents from Gmail into per-client folders, organized by document type. Stop digging through your inbox every time a client asks for their COI. Insurance Doc Sorter adds a small panel right inside Gmail. Open any email with an attachment, hit “Scan,” and it finds every COI, dec page, loss run, binder, endorsement, or application in that message. Check the ones you want, pick the client and document type, and it saves straight into a clean folder structure on your computer: Downloads → InsuranceDocSorter → [Client Name] → [Document Type] → filename No uploading, no separate app to log into, no renaming files by hand. It works the way you already work — inside the inbox you're already in. HOW IT WORKS • Open an email in Gmail that has an attachment • Click “Scan this email” in the panel • Check the files you want, pick a client + document type • Click “Save batch” — done Batch multiple emails before saving, so you can work through a morning's worth of COI requests in one pass instead of one download at a time. WHO IT'S FOR Independent agents and small agency teams who are still fielding COI and policy-document requests by email and manually saving, renaming, and filing each attachment. If you've ever searched your own Sent folder for “here's your COI” to find a file you already sent once, this is for you. YOUR DATA STAYS YOURS Everything happens locally in your browser. Files go straight from Gmail to your own Downloads folder — nothing is uploaded to us, and we never see the contents of your emails or attachments. PRICING Free for your first 25 saved files. After that, unlock lifetime access for a one-time $19.99 — no subscription.