Name(Required) First Last Email(Required) Agency InformationAgency Name(Required)How many employees work for the agency?(Required)How many employees are producers?(Required)How many employees are customer service or account managers?(Required)How many employees have their own login to the agency's management system??(Required)Current management systemCurrent Personal Lines RaterCurrent Commercial Lines RaterCurrent CRMCurrent VOIP (phone provider)Current email serviceMicrosoft OutlookGoogle G SuiteManagement System InformationHow effectively is your agency using the Suspense/Follow-Up tracking functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Task Management functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Task Management functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Email Integration functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the VOIP functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the SMS/Text Message functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Document File Upload functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Document Creation functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Electronic Signature functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Claim Management functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Carrier Policy Download functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Marketing functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Accounting functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Commission Management functionality in your management system?Not AvailableNot Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyHow effectively is your agency using the Reporting functionality in your management system?Not Using It At AllBarely Scratching the SurfaceUsing It OccasionallyUsing It RegularlyUsing It Daily and EffectivelyIs your management system integrated with your CRM?YesNoAgency Process OverviewBriefly outline how your management system is used in your agency's prospecting process.Where do your leads come from? When are they entered into your management system? Who enters the information?Briefly outline how your management system is used in your agency's sales process.What process occurs after a policy is sold? Briefly outline how your management system is used in your agency's task management process.Briefly outline how your management system is used in your agency's renewal process.Wish ListWhat do you believe your management system does well that helps your agency operations?What are the limitations of your current management system?If you could snap your fingers and change something about your management system what would it be?CAPTCHA
