The AgentWorks Lead Qualification Agent answers new leads fast, checks them against carrier appetite and hands producers a complete lead package to act on.
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The AgentWorks Endorsement Agent takes policy change requests, files the right carrier form and sends the updated dec page, freeing CSRs for policyholders.
The AgentWorks First Notice of Loss Agent takes the loss details, verifies coverage and files with the carrier, so your CSR stays with the policyholder.
The AgentWorks Retention Agent spots at-risk accounts early, runs save outreach and shops other markets, so account managers can keep households.
The Claims Analytics Agent pulls claims from every carrier, calculates loss ratios by client and line, and flags worsening accounts so producers act early.
The Certificate of Insurance Issuance Agent verifies coverage, applies the right additional insured wording and sends each COI, so CSRs stay with clients.
The Client Onboarding Agent enters the client in the AMS, collects signatures, binds coverage and sends the welcome package, so producers keep selling.
The Risk Assessment Data Gathering Agent checks each commercial submission against a risk-type checklist and packages it per carrier, freeing staff.
The Risk Assessment Data Gathering Agent requests loss runs, schedules and financials from clients and prior carriers, so producers stay with the prospect.
The Policy Renewal Agent reviews upcoming renewals, flags large premium increases, contacts clients and starts remarketing, freeing your account managers.
The Insurance Agent tracks policy anniversaries, requests in-force illustrations and writes a plain-English review sheet, so advisors stay with clients.
The Policy Cancellation Agent confirms cancel requests, calculates return premium by carrier rules and flags lost policies, so CSRs can work retention.