Step 1 of 4 25% Name(Required) First Last Your Agency Responsibilities Include New Business Sales – Personal Lines New Business Sales – Commercial Lines New Business Sales – Transportation Service – Personal Lines Service – Commercial Lines Service – Transportation Renewals – Personal Lines Renewals – Commercial Lines Auditing/Compliance 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 you have presented a quote. 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?What percentage of quote requests require at least one call/email to get additional information from the insured?How do you present quotes to prospects? Email Phone Call Text In-Person/Teams Video 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 RemoveAfter the client says yes, list your tasks to complete the transaction and finalize the account. Add RemoveCollecting signed documents, billing, EFT, report cards, inspection reports, binding coverage, etc.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 you have presented a quote. 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?What percentage of quote requests require at least one call/email to get additional information from the insured?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 RemoveAfter the client says yes, list your tasks to complete the transaction and finalize the account. Add RemoveTrailing documents, declined coverage form, Master COI, underwriting, signed PFA, sending documents to client for signature, etc.New Business Sales – TransportationWhat 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 you have presented a quote. 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?What percentage of quote requests require at least one call/email to get additional information from the insured?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 RemoveAfter the client says yes, list your tasks to complete the transaction and finalize the account. Add RemoveTrailing documents, declined coverage form, Master COI, underwriting, signed PFA, sending documents to client for signature, etc. Service – Personal LinesHow are service requests received from insureds? Email Phone Call Text In-Person Visit 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* The first step is when you have received a service request. The last step is when you are closing the task or handing off the task to the next person.Please list the steps in your process when you have completed a service request. Add RemoveService – Commercial LinesHow are service requests received from insureds? Email Phone Call Text In-Person Visit 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 Remove Renewals – Personal LinesPlease 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 rewritten with a different carrier? Add RemoveWhat steps do you take after a client leaves the agency during renewal? Add RemoveRenewals – Commercial LinesPlease 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 rewritten with a different carrier? Add RemoveWhat steps do you take after a client leaves the agency during renewal? Add RemoveCAPTCHA
