Agency InformationName(Required) First Last Email(Required) PhoneAgency Name(Required) Agency Website(Required) How many producers work in your agency?How many service staff work in your agency?Approximately how many clients do you have?Book of Business (premium range)Less than $5MBetween $5M and $15MBetween $15M and $30MOver $30MCurrent Agency TechnologyAMSAMS360Better AgencyEZLynxHawksoftNowCertsQQOtherOther AMS Do you have any of these EZLynx add-ons? Automation Center Retention Center Sales Center CRMAgencyZoomBetter AgencyInsuredMinePipedriveOtherOther CRM Website ProviderAdvisor EvolvedForge3GravityCertsOtherOther Website E-Signature ServiceAdobeDocusignFormstackPandaDocOtherOther E-Signature Phone Provider8×8BridgeGo ToLightspeed VoiceNerd PhoneRingCentralVonageOtherOther Phone Password Manager1PasswordLastPassGoogleRoboformOtherNoneOther Password Manager Additional programs your agency uses (or is currently paying for) Active Campaign Adapt API Calendly Canopy Connect Client Circle (Rocket Referrals) Formstack Gravity Forms InsureGrid Jotform Loom Loss Run Pro Mailparser Otter Parsey Pipedrive Read.ai Risk Advisor Salt Slack Slybroadcast Tango Teams Thanks.io Vidyard Wunderite Xilo Zapier Zoom Zywave Other(s) Not Listed Other Programs Current Agency Workflows/ProcessesAre you using a CRM or pipeline tool to manage the processes listed below? New Business Cross Selling Service Tasks Renewals Hiring Claims Pending Cancel Referral Partner Please list the process and the program you use to manage it.ProcessProgram Add RemoveClick the + to add more rowsAre any of the automated processes below currently being used? New leads added to CRM and AMS automatically New Client Onboarding Cross Selling Detailed intake forms automatically update leads/clients Detailed service forms create trackable tasks Information gathering tools automatically advance leads in sales pipeline Client emails create trackable service tasks After hours automatic email replies Lost leads automatically prospected & returned to pipeline Client Birthday Communications Payment Collection Quote proposal generation Ringless voicemails Other Other Processes/Automations Add RemoveWish ListProcesses/Workflow You Might Need Help With: After Hours Lead Automation Campaign – Lead Follow Up Campaign – Long Tern Follow Up Campaign – Prospecting Campaign – Renewal Campaign – Service Form – Custom Claim Form – Custom Intake Form – Custom Service Form – Renewal Questionnaire Inbound/Paid Lead Automation KPI Dashboard Lead Routing – Alphabetical Lead Routing – Geographical Lead Routing – Round Robin New Client Onboarding Quote-Bind-Issue Products Reviews Ringless Voicemails Service Request Automation Service Routing – Alphabetical Service Routing – Geographical Service Routing – Round Robin Snail Mail – Prospecting Snail Mail – Thank You Survey – Lost Client Survey – Post Claim Survey – Post Sale Survey – Post Service Other Specific Automated Workflows You Want To Add Add RemovePlease add any details or notes about your automation goals for the agency.Consent(Required) I agree to the privacy policy https://www.stakwise.com/privacy-policy/I also understand that a StakWise representative will contact me via email, SMS or phone call with an analysis of my request.CAPTCHA
