• 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
  • Do you focus on referral partner relationships to earn new business opportunities? (mortgage, real estate, accountants...)
  • When reviewing a new prospect do you have a standard intake form with questions around front end underwriting?
  • Do you require your agency producers to write package business?
  • Is it standard practice for your agency producers to include an Umbrella Policy quote for every customer?
  • Is it standard practice for your agency producers to include an Life Insurance Policy quote for every customer?
  • Do you have a comprehensive understanding of how to quote personal lines insurance in the E&S market?
  • Do you currently have a process to keep track of your unsold prospects?
  • Is it standard practice for your agency to quote Telematics with every auto quote?
  • Do you include UM & UIM coverage on all auto insurance policies?
  • Do you belong to any social or networking groups?
  • Do you sponsor any functions in your town or area(s) you wish to grow?

  • Book Management

    Section 2 of 8
  • Do you require all staff to follow agency frontline underwriting guidelines?
  • Do you have minimum coverage limit requirements set in your agency?
  • Does your agency have a defined process for managing claims?
  • How is your claims process communicated to clients? (Check all that apply)
  • Who in your agency is primarily responsible for managing claims?
  • What tools or technology does your agency use to track and manage the claims process?
  • Does your agency have a defined process for ensuring client retention?
  • Who is responsible for managing retention in your agency? (Check all that apply)
  • What specific strategies or actions does your agency use to retain clients? (Check all that apply)

  • Commercial

    Section 3 of 8
  • Do you control or have really strong ties to any accounts with a combined Auto, work comp, GL premium over 300k that you believe to be a best in class operator and likely would have 5 years of good loss history?
  • Do you cold call or door knock commercial prospects?
  • Do you pay a service for lead generation?
  • Are you currently using an X-date database (ex. MiEdge) to find potential opportunities?
  • Do you feel having an experienced CL Marketer on your team would help grow your CL book?

  • Retention

    Section 4 of 8
  • Do you have a onboarding experience for new customers?
  • Do you currently have a process to wish your customers/prospects a happy birthday?
  • Do you use a renewal survey or worksheet?
  • Do you have a standard claims handling process in your office?
  • How often do you request open claims reports from carriers?
  • How often do you review monoline customer saturation in your book of business?
  • How often do you review your book to ensure your customers have specific coverages (ex. Road side, Glass, EPLI) ?

  • SPC (stragic partner carrier) Alignment

    Section 5 or 8

  • Agency Tech

    Section 6 of 8
  • Do you have a single point of entry for new prospect information?
  • If we went around your office and asked each person, "What is the process to complete a quote or specific service task" would their process be the same?
  • Is your agency currently using Quote Videos to propose quotes to prospects?
  • Is your VOIP system connected to your AMS or CRM to identify the caller as a possible prospect or current customer?
  • Do you have the ability to text with clients from your computer and it automatically attach to client as documentation?

  • Communication

    Section 7 or 8
  • Do you find the content sent via the monthly VIAA Newsletter is relevant to your agency?
  • Do you know what each Team member does on the VIAA team?
  • Do you feel timeliness and carrier changes were adequately communicated to you this year?
  • How likely are you to attend a Webinar/Training hosted by VIAA?

  • HR

    Section 8 of 8
  • Do you have a standard hiring process?
  • Would your next hire be; csr, sales or other?
  • Do you need help with employee contracts?
  • Could you benefit from an interview guide or question set?
  • Are you using the Kolbe or other assessment prior to Hiring?
  • Do you see yourself hiring a VA in the Next 6-12 months?
  • Do you have an employee handbook?

  • 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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