Agency Information and Process Form Step 1 of 8 12% Name(Required) First Last Email(Required) Phone(Required)Agency Name How many clients are in your book of business?How many new leads does your agency receive per month?How many employees work in your agency? Are you currently using an AMS (Agency Management System)? Yes No What AMS (Agency Management System) are you currently using? Are you currently using a comparative rater for personal lines? Yes No What comparative rater are you currently using for personal lines? Are you currently using a comparative rater for commercial lines? Yes No What comparative rater are you currently using for commercial lines? Are you currently using a CRM (Client Relationship Manager)? Yes No What CRM are you currently using? Are you currently using a pipeline management tool? Yes No Please answer "Yes" even if the pipeline management tool in part of your AMS or CRM.What pipeline management tool are you currently using? What Email do you use? GMail Microsoft Other What do you use for interoffice communication? Email Teams Slack Other What phone system are you currently using? What formbuilder are you currently using? Who manages your website? Service Email Address Are you currently using any automation? Yes No I don't know What automation tool are you currently using? Who is currently setting up and maintaining your workflows? How much time per week is spent setting up and maintaining your current workflows? Does your agency have a written step by step sales process? Yes Not yet Please upload a copy of your agency's sales process.Max. file size: 100 MB.Please list the steps in your ideal sales process (please click the + to add additional steps). Add RemoveExample: New mortgage lead received via email, Producer enters lead information into CRM, CRM automatically transfers new lead data into AMS, Producer runs quotes through comparative rater, Producer calls prospect to present quote, Producer gets verbal commitment and payment information from prospect, CSR issues policy and processes payment, CSR sends application documents for esignature, Producer checks to make sure all documentation is completed, etc. Does your agency have a written step by step service process? Yes Not yet Please upload your agency's written service process.Max. file size: 100 MB.Please list the steps in your agency's ideal service process (click the + to add additional steps). Add RemoveExample: Client submits service request via webform, Service task is created in CRM, CSR completes task and notifies client Does your agency have a written renewal process? Yes Not yet Please upload your agency's written renewal process.Max. file size: 100 MB.Please list the steps in your agency's ideal renewal process (click the + to add additional steps). Add RemoveExample: If renewal increase is less than 10% CSR emails client to encourage renewing with current carrier, If renewal is more than 10% CSR emails client to update risk profile and discuss reshop, etc. What repetitive tasks would you automate if you could? (add rows by clicking the +) Add RemoveWhat processes are causing bottlenecks? (add rows by clicking the +) Add Remove
