Personal Lines Producer/CSR Bootcamp
Name
*
First Name
Last Name
Agency Name
*
Employee type: 1099 or W-2?
*
1099
W-2
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Any food allergies?
*
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Let's get to know you . . .
On a scale of 1-5 with 5 as the highest
What is your job focus? (Producer and/or CSR)
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How would you describe your current level of knowledge of Personal Lines insurance coverage?
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Nada
1
2
3
4
Best
5
1 is Nada, 5 is Best
How comfortable are you with the personal lines insurance prospecting process?(building pipeline, data gathering, etc.)
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Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
How comfortable are you with the renewal process?
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Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Do you quote telematics on every auto quote?
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Yes
No
Sometimes
Does your agency write life insurance?
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Yes
No
Are you familiar with E&S and/or nonstandard markets?
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Yes
No
Somewhat
Do you currently have a claims process in your agency?
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Yes
No
Needs improvement
Are you familiar with front line underwriting and/or book management efforts?
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Yes
No
Somewhat
Do you currently use a rater? If so, which one?
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How many (if any) personal lines insurance markets do you have direct?
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Please List Those Markets
Do you currently utilize AccessPlus for additional markets?
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Yes
No
Does your agency use a CRM such as Agency Zoom?
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Yes
No
Do you currently utilize the VIAA Teams platform as a resource?
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Yes
No
Do you currently use social media to market your agency? If so, what platforms?
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Please list any additional details, questions, and/or concerns we should know
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