The Risk Assessment Data Gathering Agent checks each commercial submission against a risk-type checklist and packages it per carrier, freeing staff.
AgentWorks Studio Blog — articles by industry
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 routes carrier requests, chases underwriters and logs every reply, so CSRs stay with policyholders.