Step 1 of 4 25% Name(Required) First Last Agency NameJob TitleYour Agency Responsibilities Include New Business Sales – Personal Lines New Business Sales – Commercial Lines New Business Sales – Other Service – Personal Lines Service – Commercial Lines Renewals – Personal Lines Renewals – Commercial Lines Check all that apply New Business Sales – Personal LinesWhat lead sources do you work with? Client Referrals Cold Calling Google/Website Leads Networking (BNI, Chamber, etc.) On-Site Visits Purchased Leads (Ramsey, Everquote, etc.) Social Media Leads Referral Partners (Mortgage Lenders, Realtors, etc.) Other Check all that applyList the steps in your sales process starting from when you have received a new lead until they have been sold. Add Remove*Click the + on the right side to add additional steps in your list* Please include everything you do. Do you add them to a management system? Do you add them to a CRM? Do you send them an intake form link?List the steps in your sales process after a prospect has ghosted you. Add RemoveList the steps in your sales process when a prospect has been quoted but decided not to purchase insurance. Add RemoveList the steps in your new client onboarding process when a prospect purchases their first insurance policy with the agency. Add RemoveHow could the agency's personal lines sales process be improved?New Business Sales – Commercial LinesWhat lead sources do you work with? Client Referrals Cold Calling Google/Website Leads Networking (BNI, Chamber, etc.) On-Site Visits Purchased Leads (Ramsey, Everquote, etc.) Social Media Leads Referral Partners (Mortgage Lenders, Realtors, etc.) Other Check all that applyList the steps in your sales process starting from when you have received a new lead until they have been sold. Add Remove*Click the + on the right side to add additional steps in your list* Please include everything you do. Do you add them to a management system? Do you add them to a CRM? Do you send them an intake form link?List the steps in your sales process after a prospect has ghosted you. Add RemoveList the steps in your sales process when a prospect has been quoted but decided not to purchase insurance. Add RemoveList the steps in your new client onboarding process when a prospect purchases their first insurance policy with the agency. Add RemoveHow could the agency's commercial lines sales process be improved?New Business Sales – Other LinesWhat other type of business are you writing?What lead sources do you work with? Client Referrals Cold Calling Google/Website Leads Networking (BNI, Chamber, etc.) On-Site Visits Purchased Leads (Ramsey, Everquote, etc.) Social Media Leads Referral Partners (Mortgage Lenders, Realtors, etc.) Other Check all that applyList the steps in your sales process starting from when you have received a new lead until they have been sold. Add Remove*Click the + on the right side to add additional steps in your list* Please include everything you do. Do you add them to a management system? Do you add them to a CRM? Do you send them an intake form link?List the steps in your sales process after a prospect has ghosted you. Add RemoveList the steps in your sales process when a prospect has been quoted but decided not to purchase insurance. Add RemoveList the steps in your new client onboarding process when a prospect purchases their first insurance policy with the agency. Add Remove Service – Personal LinesHow are service requests received from insureds? Agency Mobile App Email Phone Call Text Website Form Other Check all that applyWhat percentage of received service requests require at least one call/email to get additional information from the insured?Please list the steps in your process when you receive a new service request. Add Remove*Click the + on the right side to add additional steps in your list* Where do you enter the information if it is not automatically entered for you? How do you document your activity?Please list the steps in your process when you have completed a service request. Add RemoveHow could the agency's personal lines service process be improved?Service – Commercial LinesHow are service requests received from insureds? Agency Mobile App Email Phone Call Text Website Form Other Check all that applyWhat percentage of received service requests require at least one call/email to get additional information from the insured?Please list the steps in your process when you receive a new service request. Add Remove*Click the + on the right side to add additional steps in your list* Where do you enter the information if it is not automatically entered for you? How do you document your activity?Please list the steps in your process when you have completed a service request. Add RemoveHow could the agency's commercial lines service process be improved? Renewals – Personal LinesWhat lines of business should create renewal tasks?Is there any criteria that would trigger an automatic remarket?Please list the steps in your renewal process. Add Remove*Click the + on the right side to add additional steps in your list* Start with how you’re notified that a policy is about to expire/renew. How many days before expiration do you take action? How do you determine if a policy should be remarketed?What steps do you take after a policy has been renewed with the insured's current carrier? Add RemoveWhat steps do you take after a policy has been rewritten with a different carrier? Add RemoveWhat steps do you take after a client leaves the agency during renewal? Add RemoveHow could the agency's personal lines renewal process be improved?Renewals – Commercial LinesWhat lines of business should create renewal tasks?Is there any criteria that would trigger an automatic remarket?Please list the steps in your renewal process. Add Remove*Click the + on the right side to add additional steps in your list* Start with how you’re notified that a policy is about to expire/renew. How many days before expiration do you take action? How do you determine if a policy should be remarketed?What steps do you take after a policy has been renewed with the insured's current carrier? Add RemoveWhat steps do you take after a policy has been rewritten with a different carrier? Add RemoveWhat steps do you take after a client leaves the agency during renewal? Add RemoveHow could the agency's commercial lines renewal process be improved?CAPTCHA
