Estimate Follow-Up & Conversion
Turn estimates into revenue with automated follow-ups and approvals.
Recover Missed Revenue
Pending estimates become completed treatments—not forgotten paperwork.
Follow Up Automatically
The Billing Agent handles outreach, tracking, and reminders without staff effort.
Boost Conversion Rates
Clients are more likely to say yes with consistent, thoughtful outreach.
How Estimate Follow-Up & Conversion Works
- Estimate created in your system. The Billing Agent monitors for pending approvals or incomplete next steps.
- The Billing Agent follows up with the client. Outreach is triggered automatically with your preferred messaging.
- Approval secured, team notified. Once approved, treatment proceeds and updates sync with your system.
"We needed operational leverage, not more overhead"
Traditional staffing models meant our cost per location grew linearly, but WorqAgent changed that equation entirely—delivering expert capabilities that scale without adding headcount.
Jacob Wright, Cofounder of WorqAgent, Former CEO of VetamaReady to Hire WorqAgents?
In a perfect Kanban, every card earns revenue. WorqAgents keep your board billable.