Answer 9 quick questions and we’ll generate a personalized estimate of what data modernization could be worth to your insurance agency — by specialty, revenue range, and the tools you already use. Takes about 3 minutes.
Question 1 of 9
What type of insurance do you primarily sell?
Select your primary line of business.
🏠 P&C (Auto & Home)
❤️ Life & Health
🏢 Commercial Lines
👴 Medicare & Senior Markets
📋 Multi-line Agency
Other
Question 2 of 9
What’s your approximate annual revenue?
A rough range is fine — this is what drives the savings estimate.
$300K – $750K
$750K – $1.5M
$1.5M – $3M
$3M – $5M
$5M – $10M
$10M – $20M
$20M – $50M
$50M+
Question 3 of 9
How many licensed agents or staff do you have?
Include licensed agents, CSRs, and support staff.
Solo agent / owner-operator
2–4 staff
5–10 staff
11 or more
Question 4 of 9
Which software do you use to manage your book of business?
Select your primary agency management system.
Applied Epic
Hawksoft
EZLynx
AgencyBloc
QuickBooks only
Spreadsheets / no formal tool
Other
Question 5 of 9
How do you currently track your business performance?
Be honest — there’s no wrong answer here.
I use the built-in reports in my software
I build spreadsheets myself
I mostly check my bank account
I don’t have a formal method
Question 6 of 9
Do you have an account manager or CSR?
This helps us understand who would use the daily dashboard day-to-day.
Yes — full-time account manager or CSR
Yes — part-time
No — I handle client service myself
Question 7 of 9
What's your biggest operational headache right now?
Pick the one that keeps you up at night.
Tracking renewals and reducing policy lapses
Visibility into new business pipeline and conversion
Identifying cross-sell and upsell opportunities
Claims follow-up and client service delivery
Honestly, all of the above
Question 8 of 9
Do you use any marketing or CRM tools to track leads or clients?
This tells us where the data gap in your acquisition funnel is.
Yes — I use a CRM or marketing tool
No — it’s mostly referrals and word of mouth
We run Google or digital ads but track nothing
Question 9 of 9
Last step — how should we reach you?
We’ll send your results and have a specialist follow up within one business day.