Valley Vitals Questions

  • Valley Vitals Questions

  • Thank you for taking the time to participate in our Agency Valley Vitals Questions.

    Once you complete the questions, we will spend some time on our side reviewing reports that the carriers provide. In return, we will provide you with an action plan for your agency.  You can decide on what you would like to work on.  

    This form has seven sections and should take about 10 minutes to complete:

    1. Personal Lines
    2. Commercial Lines
    3. Retention
    4. SPC Alignment
    5. Tech
    6. Communication
    7. HR

    *You do have the ability to partially complete the form and come back to it.   

  • Personal Lines

    Section 1 of 8

  • Book Management

    Section 2 of 8

  • Commercial

    Section 3 of 8

  • Retention

    Section 4 of 8

  • SPC (stragic partner carrier) Alignment

    Section 5 or 8

  • Agency Tech

    Section 6 of 8

  • Communication

    Section 7 or 8

  • HR

    Section 8 of 8

  • Thank you!! Last page

    Thank you for taking the time to complete this form, we just wanted to provide you an opportunity to ask us any questions. You can also use this section to provide any additional context to previous questions. Please note that anything submitted in this section will not be shared with anyone outside of the VIAA development team. Any and all feedback is appreciated.
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