The Loss History Analysis Agent requests loss runs, normalizes every format and builds a loss summary underwriters can price from, so producers can sell.
Insurance articles by Franklin — AgentWorks Studio
Franklin
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The Audit Preparation Agent keeps policyholder files audit-ready, gathers payroll and certificates when a notice lands and builds the package for review.
The Subrogation Agent spots recovery chances in claims, tracks demand letters with the carrier and reports what came back, so your team can serve clients.
The Insurance and Annuity Policy Reviews Agent tracks anniversaries and surrender milestones, requests in-force illustrations and drafts a review sheet.
The Pricing Agent chases carrier quotes, lines up deductibles, exclusions and endorsements, and hands the producer a comparison ready for the client.