Find your line of work.
Every trade has its own paperwork. If your team runs on Microsoft 365 and has files, meetings and follow-ups, WagonWorks fits.
Four teams we know best.
Insurance brokers
Medicare and group benefits: renewals, census chases and carrier back-and-forth, drafted from your own files. A person approves before a client sees anything.
Wealth managers
Household reviews, estate documents kept current and review prep on time, from what you already have on file.
Construction & the trades
Drawings, submittals and RFIs found and answered from your own Microsoft 365, with the source attached, from the office to the trailer.
Small business
Teams of up to 50 on Microsoft 365: find the file, catch up on the inbox and draft the next reply or task.
We started where we already know the work.
We’ve done the job
Our founders have partnered with insurance brokers and financial advisors, advised small-business owners and run operations. These pages come from that.
Same product for everyone
There’s no special edition. Every team gets the same app at $39 a seat; the pages just show it on work you’ll recognize.
Your files, your tenant
Whatever your trade, WagonWorks works inside the Microsoft 365 you already pay for, and a person approves what it sends.
Don’t see your trade?
If your team runs on Microsoft 365 and has files, meetings and follow-ups, it fits. Book a 30-minute demo and tell us what your week looks like.