Retain More. Write More. Work Smarter.
BrandWagon's bespoke AI agents manage your renewal pipeline, work your x-date list, identify cross-sell opportunities, and keep claims clients informed — so your producers sell more and your CSRs stop drowning in paperwork.
The Hidden Revenue Leaks Killing Insurance Agencies Shops
Renewal pipeline neglect
Most agencies are reactive on renewals — calling clients 30 days before expiration is too late to shop alternatives and demonstrates low service value.
X-date prospecting at scale
Agents who obtain competitor policy expiration dates have a powerful lead source but lack the follow-up infrastructure to work them systematically.
Cross-sell and account rounding
The average agency client has 1.4 policies with their agent — most clients have unmet coverage needs that are never proactively addressed.
CSR time on low-value tasks
Account managers spend 40–60% of their time on certificates of insurance, policy changes, and ID card requests — administrative work that blocks relationship development.
Client communication during claims
Clients who feel ignored during claims do not renew — proactive claims status communication is a massive retention lever that most agencies miss.
Meet Your AI Agent Employees
Built for the Trades. Integrated With Your Stack.
Our bespoke agents plug directly into ServiceTitan, Jobber, Housecall Pro, and FieldEdge - no rip-and-replace required.
Renewal Pipeline Agent
Begins automated outreach to renewing clients 90 days before expiration, sends value-reinforcing touchpoints, flags at-risk accounts for producer attention, and tracks renewal confirmation status. Integrates with EZLynx, Applied Epic, and HawkSoft.
X-Date Prospecting Agent
Takes your competitor expiration date list and manages a systematic, personalized outreach sequence timed to contact each prospect 60, 30, and 7 days before their renewal — turning cold leads into warm conversations at scale.
Account Rounding Agent
Identifies clients with uncovered risks, delivers targeted coverage education messages, and flags warm opportunities for producer follow-up — growing revenue per client without new acquisition.
Claims Communication Agent
Monitors open claims across your book, sends proactive status updates to affected clients at key milestones, captures client satisfaction feedback post-claim, and flags unhappy clients for immediate producer intervention before renewal.
Stop Losing Jobs After 5pm.
Your competitors are already building AI teams. Get your free audit and see exactly where your shop is leaking revenue.
Get My Free AI Audit >>What Should Bespoke AI Agents Provide for Your Insurance Agencies or Insurance Agencies Business?
Automate hundreds of man-hours of dispatching, follow-up, and invoicing - and show you the exact dollar impact on your bottom line.
Give you real-time awareness of your shop's health: open jobs, pending invoices, call volume, conversion rate, and what to do about each one.
Results, results, RESULTS. Our agents are designed specifically for the trades - at a cost that makes sense for a $1M-$10M shop. Audits are always free.
We Have a Track Record.
Brandwagon has worked with service businesses to systematically identify, plug, and convert every revenue leak in their operation. Our clients don't just 'use AI' - they build unfair competitive advantages that compound over time. The average Brandwagon client 2-3x's their revenue within 12 quarters of their first agent deployment.
Works With the Tools You Already Use
Your Next Tech Isn't Human.
They work 24/7, never call in sick, and pay for themselves in 60 days.
Book Your Free AuditGet Your Free AI Revenue Audit
We'll map every revenue leak in your HVAC or plumbing operation and show you exactly which AI agents will close the gap - in a free 30-minute session.