The Retention Agent spots at-risk accounts early, runs a consistent save campaign and shops other markets, so producers spend their time with the client.
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The Policy Renewal Agent pulls each renewal, reviews loss history, flags premium increases and starts remarketing, so account managers stay with clients.
The Client Health Scoring Agent scores every client account on SLA, ticket and satisfaction data and flags the ones at risk, so managers act in time.
The Policy Cancellation Agent validates cancellation requests, calculates return premium by carrier rules, notifies the carrier and flags each lost policy.
The New Member Onboarding Agent collects waivers, books orientation with the right trainer and checks in through the first weeks, freeing the front desk.
The Feedback and Satisfaction Tracking Agent asks members after class, routes complaints to the right person and tracks trends, freeing studio managers.