The Group Agent keeps corporate rates searchable, checks each booking against them and chases group payments, so account managers serve corporate clients.
AgentWorks Studio Blog — articles by industry
The AgentWorks Retention Agent spots at-risk accounts early, runs save outreach and shops other markets, so account managers can keep households.
The Scope and Change Request Agent spots off-scope client asks, drafts the change request and routes it for sign-off, so account leads can keep saying yes.
The Client Onboarding Agent chases logos, fonts and platform access from new clients and files them in one place, so account managers start on strategy.
The Risk Assessment Data Gathering Agent checks each commercial submission against a risk-type checklist and packages it per carrier, freeing staff.
The Client Retention Agent tracks renewal dates, checks in with quiet clients and scores account health, so account directors spend time keeping them.
The Client Meeting Preparation Agent confirms the call, chases open items and sends the brief the evening before, so account managers stay with clients.
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 Client Reporting Agent chases the client data, pulls every platform and drafts the deck, so account managers review on Friday instead of building.
The Client Retention Agent tracks contract dates, checks in with clients and scores account health, so account managers hold renewal talks early, not late.
The Contract Renewal Agent tracks every expiration date, compiles the year's scope changes, drafts the renewal proposal and chases the signature.
The Client Pipeline Reporting Agent builds each client's pipeline report from the ATS and answers status emails, so account managers stay with clients.