Use cases

Browse what Agent FM can do. Start from any use case, or save it as a routine that runs on a schedule.

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Get GL quotes from our five carriers and flag the best rate

A quote comparison with the best rate flagged, ready for your OK

Import my LinkedIn shortlist into Greenhouse and draft nudges

Your shortlist enriched and loaded to the ATS, with nudges waiting for your OK

Push new prices to Shopify and Amazon, then answer reviews

The price list synced to both storefronts, with review replies ready for your OK

Re-attest CAQH and sweep the payer portals for expirations

A completed re-attestation with every expiring credential caught and renewals ready for your OK

Check the carriers and vendor portals and brief me

A morning brief of every order that needs a human today

Reconcile the rent roll and flag every variance

A reconciled rent roll with every variance flagged and explained

Request loss runs from the last three carriers

Loss run requests prepped in every carrier portal, ready for your OK

Check our lanes on the boards before dispatch starts

A dawn brief of board rates on your lanes with the movers flagged

Build a prospect list from LinkedIn into a sheet

A deduped prospect sheet with name, title, company, and profile URL

Benchmark comp for a role before we post it

A comp benchmark sheet with ranges by market and seniority

Follow up on every overdue invoice, gently then firmly

A chase drafted for every overdue invoice, tone matched to its age

Check everything we're waiting on and brief me

One brief of every open loop: what moved, what stalled, who owes what

Portals & filings

9

Get GL quotes from our five carriers and flag the best rate

A quote comparison with the best rate flagged, ready for your OK

Re-attest CAQH and sweep the payer portals for expirations

A completed re-attestation with every expiring credential caught and renewals ready for your OK

Work through the COI queue and draft each holder's email

Every pending COI generated, with holder emails drafted for your OK

Onboard a new carrier and get the packet signed

A new carrier set up, authority confirmed and the packet ready to send

Research & vetting

9

Vet a carrier before we tender the load

A go or no-go carrier vetting summary with the evidence linked

Pull comps for the BPO and draft the value range

A comp sheet with the value range and the evidence behind it

Find which of our markets will write this risk

An appetite rundown of which carriers want the risk, with sources

Vet three vendors before we sign one

A side by side vendor comparison with licenses and reviews checked

Sales & outreach

9

Build a prospect list from LinkedIn into a sheet

A deduped prospect sheet with name, title, company, and profile URL

Find shippers moving freight on our lanes

A shipper prospect sheet with lanes, volume signals, and named contacts

Sweep the FSBO listings and draft my intro notes

A FSBO lead sheet with a personal intro note drafted for each seller

Find companies hiring the roles we staff and draft pitches

A BD sheet of companies actively hiring your roles, with pitches drafted

Recruiting & sourcing

9

Import my LinkedIn shortlist into Greenhouse and draft nudges

Your shortlist enriched and loaded to the ATS, with nudges waiting for your OK

Sweep the job boards and build this week's shortlist

A ranked weekly shortlist with comp and fit notes per candidate

Verify licenses for the new clinical cohort

A license verification pass on the whole cohort, logged in the tracker

Clean up the ATS pipeline and draft the overdue rejections

A pipeline that reflects reality, with overdue rejection notes drafted

Data & spreadsheets

9

Turn a directory into a clean sheet of rows

A clean deduped sheet of every listing in the directory

Reconcile the rent roll and flag every variance

A reconciled rent roll with every variance flagged and explained

Clean the product catalog before the season starts

A normalized catalog sheet with every gap against the live store flagged

Log the week's rate cons into the margin tracker

A margin tracker current through the week, with the gaps flagged

Email & follow-ups

9

Request loss runs from the last three carriers

Loss run requests prepped in every carrier portal, ready for your OK

Sweep the inbox for stalled threads and draft the nudges

A nudge drafted on every thread that's gone quiet, ready for your OK

Remind providers about documents expiring next quarter

A personalized reminder drafted for every provider with something expiring

Chase the outstanding conditions on every active file

A chase email drafted to the right party for every open condition

Orders, billing & books

9

Push new prices to Shopify and Amazon, then answer reviews

The price list synced to both storefronts, with review replies ready for your OK

Follow up on every overdue invoice, gently then firmly

A chase drafted for every overdue invoice, tone matched to its age

Prep the monthly owner statements and flag the anomalies

Owner statements prepped and checked, with anomalies flagged before anything goes out

Audit carrier invoices against the rate cons before we pay

An audit of every carrier invoice with mismatches flagged before payment

Monitoring & briefs

9

Check the carriers and vendor portals and brief me

A morning brief of every order that needs a human today

Keep the renewal radar current every Monday

A Monday renewal brief with the next action per account

Watch the roster for credentials about to lapse

A monthly expirations brief covering the whole roster

Check our lanes on the boards before dispatch starts

A dawn brief of board rates on your lanes with the movers flagged