Frequently Asked Questions (FAQs)

What exactly does BrokerBee provide to help UCG agents retain clients after the sale?

BrokerBee provides UCG agents with a personalized, high-touch concierge service that keeps you top-of-mind with your clients long after the sale. Through ongoing communications and exclusive VIP perks, BrokerBee engages your clients with tailored support, vendor recommendations, and home-related services that meet their evolving needs. Working hand in hand with UCG, we help your clients feel valued and appreciated, creating a memorable experience that encourages them to return to you for future transactions and confidently refer you to friends and family.

How long does BrokerBee stay engaged with my clients?

For UCG agents, BrokerBee delivers a structured 36-month touchpoint program for every client. Thirty-five months maps to the typical homeownership and repeat-purchase cycle, so your clients hear from a real person on your behalf at meaningful intervals across nearly three full years — right up to the window when most homeowners begin thinking about their next move. Each touchpoint is timed and designed to reinforce your relationship and keep you positioned as their trusted UCG agent when they are ready to transact again.

Can I customize the messages and services BrokerBee provides to my clients?

Yes. We work with UCG agents, teams, and brokers to ensure the messaging reflects your brand alongside the UCG brand and your client relationships. You’ll have the opportunity to add personalized messages or requests that align with your clients’ needs. Our concierge team integrates your input to create a seamless and customized experience that supports you, UCG, and your reputation.

Who are the vendors that you recommend? Can you recommend my preferred vendors?

Absolutely — we recommend your vendors and UCG’s preferred partners first and foremost. We just need to know who they are, and that information is collected as we get your account up and running in our easy onboarding process. If we don’t have a preferred vendor of yours for an incoming request, we’ll recommend one of our thousands of vetted local partners.

How do you handle communications with my clients, and how often will they hear from BrokerBee?

Once a request is made by your client, BrokerBee communicates through the client’s preferred method — text or email — to deliver high-value touchpoints as their request is fulfilled by our team member. On top of request-driven contact, your clients receive proactive outreach as part of the 36-month touchpoint program. Each interaction is designed to reinforce your ongoing value as their UCG agent and create memorable experiences with your brand.

How does BrokerBee’s service differ from other solutions?

BrokerBee stands out by offering a proactive, people-driven approach to client retention, combining world-class concierge services with a personal touch. Unlike automated or AI-only solutions, BrokerBee provides each client with personalized support through real people who engage, assist, and build lasting relationships on your behalf. Our exclusive VIP perks, trusted vendor partnerships, the 36-month touchpoint program, and hands-on approach ensure your clients receive a truly memorable experience — positioning you and UCG as the go-to team they remember and trust for years to come.

What if I change my mind and decide to cancel or change my BrokerBee plan?

We offer flexible options for adjusting your plan as your needs evolve. If you need to scale up or down, you can contact our support team to discuss the best options. Should you need to cancel, we’re here to help make the transition smooth and ensure you and your clients continue to receive top-notch support until your service period ends. There are no contracts, and you can cancel at any time.

What types of VIP offers and vendor partnerships are available in my area?

BrokerBee tailors its VIP offerings to each community, providing clients with access to special discounts, exclusive events, and perks from local businesses. These partnerships are created based on UCG agent recommendations and BrokerBee’s own network of vetted home-service providers, including handymen, plumbers, designers, and more.

What is included in BrokerBee’s service tiers, and how do I choose the right one?

BrokerBee’s service tiers for UCG are based on the number of agents requiring the service, which includes personalized concierge pages. At this time, service requests are unlimited each month and the full 35-month touchpoint program is included. Each tier provides a unique level of support and customization, so you can select the level that best fits your business scale and client-engagement goals.

Is there an additional cost for custom or out-of-scope requests?

Standard concierge requests are included in your UCG plan at no extra charge. For specialized, project-based, or out-of-scope work that goes beyond a standard concierge request, BrokerBee offers hands-on support at an additional hourly rate of $55/hour. We’ll always confirm scope and the estimated hours with you before any billable work begins, so there are never surprises.

What results can I expect in terms of client retention, repeat business, and referrals?

With BrokerBee, UCG agents can expect increased client retention and loyalty, leading to more repeat business and valuable referrals. The 36-month touchpoint program ensures your clients continue to feel connected to you well beyond the initial sale, positioning you as their trusted real estate advisor. Our approach is designed to produce measurable gains in retention rates and referral business.

How do I get started with BrokerBee, and what’s the onboarding process like?

Getting started is easy. Once you sign up, you’ll begin a quick onboarding process to upload your information. Our team will help set up your personalized concierge page, gather your preferred vendor list, align everything with the UCG brand, and prepare your 36-month touchpoint schedule for a smooth client experience. We finalize the details and get you up and running in 3 business days or less. Our support team is here to make your onboarding seamless and stress-free.

How does BrokerBee help team owners and UCG leadership retain client relationships over time?

BrokerBee reinforces the UCG and team brand in addition to individual agents, making sure clients remember the team and brokerage as well. By continually highlighting the team as the main point of contact across the 36-month touchpoint program, BrokerBee helps secure the team’s connection with clients. This focus protects the future relationship with each client — vital for team owners and brokers who have invested time and resources in generating these clients.

Can my vendors share in the cost of BrokerBee?

Absolutely. We can bill your vendors directly if you prefer, and they can be featured on your personalized concierge page with their logo and contact information.