Answer 3 Quick Discovery Questions About Your Insurance Agency
This assessment takes approximately 2-3 minutes. Please answer all questions to the best of your knowledge. Once you submit, you will be redirected to instantly book your 15-minute virtual meeting with our president, Adam Diesselhorst, and his insurance solutions team. For immediate assistance, please contact Adam at 405-451-4823 or Adam@TheAMGTeam.com.
1. What year did you become an owner of your insurance agency?
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Ex. 2010
2. How many full-time employees does your insurance employ today?
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Ex. 2010
3. What are the most pressing solutions your insurance agency needs right now? (Check all that apply)
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Servicing Customers - We are consistently experiencing challenges when it comes to reaching our contacts at the insurance companies we write policies for to get answers and updates for new quotes and/or existing customer policies.
Retention of Customers - We need to automate client communications and scheduling of our annual renewal appointments.
New Business Development - We need to automate our sales system to more quickly qualify, quote, and propose to our leads, while effectively tracking sales activity and performance on our open sales pipeline.
Performance Marketing - We need to promote our agency's services, owner, and team to our local community and generate new opportunities to quote within our target market.
Growing Customers - We need to cross-sell our current customers more effectively and efficiently to grow into having a Product Density Average of 2-3 lines of business per household across our book of business.
Growth by Acquisition - We are in the process of acquiring or have plans to acquire another agency in 2025 and need a much more efficient and effective way to onboard the new book of business, staff, and systems.
Win Back Past Clients (WIN-BACKS) - We need a more systematic communications and sales process that keeps in touch with past customers that we want to get back.
Recapture Missed Opportunities - We need a more systematic communications and sales process that keeps in touch with past prospects that we previously quoted, but lost.
Other
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Please Submit Your Form
Your Full Name
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First Name
Last Name
Your Business Email
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example@example.com
Please verify that you are human
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Submit
Thank You! You will be emailed a copy of the assessment.
15401 N. May Ave. | Edmond, Oklahoma 73013 | 405-407-1424 | Solutions@TheAMGteam.com
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