The Claims Status Communication Agent watches carrier portals and updates clients at each claim milestone, so your CSRs stop fielding anxious status calls.
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The Annual Policy Review Agent books each client's review, pulls every policy across carriers and builds the prep package, freeing your account managers.
The AgentWorks Underwriting Submission Preparation Agent fills ACORD forms and formats each carrier's submission, so producers stay with insureds.
The AgentWorks Underwriting Submission Preparation Agent chases supplementals and sends clean renewal packages, so account managers can serve the insured.
The AgentWorks Carrier Communication Agent tracks endorsements, loss runs and billing requests with each carrier, so CSRs answer on the first call.
The Policy Renewal Agent pulls each renewal, reviews loss history, flags premium increases and triggers remarketing, so account managers stay with clients.
The New Policy Quoting Agent gathers risk details, checks carrier rules, runs the raters and builds the comparison, so producers stay with prospects.
The Policy Cancellation Agent validates each cancel, applies carrier return premium rules, confirms it and flags the lost policy for retention.
The AgentWorks Carrier Communication Agent routes carrier requests, chases underwriters and logs every reply, so CSRs stay with policyholders.
The AgentWorks Annual Policy Review Agent books each review and preps the package across carriers, so account managers pick up the phone ready to advise.
The Insurance and Annuity Policy Reviews Agent tracks anniversaries, orders in-force illustrations and drafts review sheets, so advisors stay with clients.
The AgentWorks New Policy Quoting Agent gathers risk details, runs the rater and builds the side-by-side, so producers stay on the phone with prospects.