Agency Technology Audit

1
Agency Name* This field is required.
2
Agency Location* This field is required.
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
3
Primary Contact Name* This field is required.
First Name
Last Name
4
Primary Contact Email* This field is required.
example@example.com
5
Phone Number
Please enter a valid phone number.
6
Number of Full-Time Employees* This field is required.
7
Number of Licensed Producers * This field is required.
8
Number of Licensed CSRs * This field is required.
9
Number of Virtual Employees * This field is required.
10
What AMS are you currently using?* This field is required.
Please Select
Please Select
AMS360
Applied Epic
QQCatalyst
Sagitta
HawkSoft
NowCerts
EZLynx (with AMS features)
Better Agency
Jenesis
Macaw AMS
Verity
Partner Platform (SIS)
Agency Matrix
Newton by Agency Systems
Nexsure (XDimensional)
BriteCore
Fuse AMS
i-Tree AMS
InsuredMine (AMS-enabled)
Surefyre
AgencyBloc (life/health AMS)
Other (please specify)
None
11
If other, please list your AMS below.
12
How long have you used the AMS it?
Please Select
Please Select
<1 year
1–2 years
3–5 years
5+ years
13
What’s the approximate monthly cost of your AMS?
14
What do you use your AMS for?* This field is required.
Please Select
Client management
Policy servicing
Reporting
Commission tracking
Document storage
Accounting
15
AMS Utilization Rating* This field is required.
0
1
2
3
4
5
Don't Utilize
Fully Utilized
16
Does your AMS support AI or bots?* This field is required.
Please Select
Please Select
Yes
No
17
AMS Integration Level* This field is required.(How efficiently connected it is with other systems)
0
1
2
3
4
5
Not Integrated
Fully Integrated
18
AMS Automation Rating* This field is required.
0
1
2
3
4
5
Not Automated
Fully Automated
19
What CRM do you currently use?* This field is required.
Please Select
Please Select
AgencyZoom
Better Agency
InsuredMine
Levitate
AgencyBloc
RadiusBob
EZLynx Sales Center
Blitz
HubSpot CRM
Salesforce
Zoho CRM
Pipedrive
ActiveCampaign
Keap (Infusionsoft)
Copper CRM
ClickUp
Trello (with CRM overlays)
Other (Please specify)
None
20
If other, please list your CRM below.
21
How long have you used your CRM?
Please Select
Please Select
<1 year
1–2 years
3–5 years
5+ years
22
What’s the approximate monthly cost of your CRM?
23
What do you use your CRM for?* This field is required.
Please Select
Lead tracking
Email campaigns
Marketing Automation
Task management
Renewal workflows
Service Request
Client communications (Birthdays, Service, Notifications)
Other (Please specify)
24
CRM Utilization Rating* This field is required.
0
1
2
3
4
5
Don't Utilize
Fully Utilized
25
CRM Integration Level * This field is required.(How efficiently connected it is with other systems)
0
1
2
3
4
5
Not Integrated
Fully Integrated
26
Does your CRM support AI or bots?* This field is required.
Please Select
Please Select
Yes
No
27
CRM Automation Rating* This field is required.
0
1
2
3
4
5
Not Automated
Fully Automated
28
What phone system do you use?
29
How long have you used your phone system?* This field is required.
Please Select
Please Select
<1 year
1–2 years
3–5 years
5+ years
30
Which features does it include?
Voice calling
Text messaging
Call routing
Voicemail transcription
Call recording
31
What’s the approximate monthly cost of your phone system?
32
Phone System Integration Level* This field is required.(How efficiently connected it is with other systems)
0
1
2
3
4
5
Not Integrated
Fully Integrated
33
Is your phone system AI-enabled or paired with a bot tool?* This field is required.
Please Select
Please Select
Yes
No
34
Phone System Automation Rating* This field is required.
0
1
2
3
4
5
Not Automated
Fully Automated
35
Phone System Utilization Rating* This field is required.
0
1
2
3
4
5
Don't Utilize
Fully Utilized
36
What tools do you use for intake?* This field is required.
Please Select
RiskAdvisor
Wunderite
Canopy Connect
Jotform
AgencyZoom
Fillable PDF
Handwritten Form
None
37
Are they used for?
Personal Lines
Commercial Lines
Both
38
What functions do they serve?
New client onboarding
Renewal data gathering
Smart form conversion
eSignatures
Applications
39
Is your Intake System AI-enabled or paired with a bot tool?* This field is required.
Please Select
Please Select
Yes
No
40
Intake System Utilization Rating* This field is required.
0
1
2
3
4
5
Don't Utilize
Fully Utilized
41
Intake System Integration Level* This field is required.(How efficiently connected it is with other systems)
0
1
2
3
4
5
Not Integrated
Fully Integrated
42
Intake System Automation Rating* This field is required.
0
1
2
3
4
5
Not Automated
Fully Automated
43
What Personal Lines Rater do you use?* This field is required.
Please Select
EZLynx
PL Rating
Tarmika
Applied Rater
Other
None
44
If other, please list your Personal Lines Rater below.
45
How frequently do you use your Personal Lines Rater?* This field is required.
Please Select
Please Select
Daily
Weekly
Monthly
Rarely
Don't use any
46
What Commercial Lines Rater do you use?* This field is required.
Please Select
Tarmika
Semsee
Other
None
47
If other, please list your Commercial Lines Rater below.
48
How frequently do you use your Commercial Lines Rater?* This field is required.
Please Select
Please Select
Daily
Weekly
Monthly
Rarely
Don't use any
49
Is your Commercial Lines Rater used with AI quoting tools or bots* This field is required.
Please Select
Please Select
Yes
No
50
Commercial Lines Rater Integration Level* This field is required.(How efficiently connected it is with other systems)
0
1
2
3
4
5
Not Integrated
Fully Utilized
51
Commercial Lines Rater Utilization Rating* This field is required.
0
1
2
3
4
5
Don't Utilize
Fully Utilized
52
Commercial Lines Rater Automation Rating* This field is required.
0
1
2
3
4
5
Not Automated
Fully Automated
53
What AI tools are you using?* This field is required.
Please Select
Zapier
Gaya
GAIL
ChatGPT
Traq.ai
Make
Donna
Copilot
Other
None
54
If other, please list those AI tools below.
55
What areas of your agency are automated today?
Lead capture
Email sequences
Client Onboarding
Task creation
Renewal outreach
Quote prep
Phone Answering Service
56
If other, please list those areas below.
57
How frequently do you use those AI tools?* This field is required.
Please Select
Please Select
Daily
Weekly
Monthly
Rarely
Don't use any
58
AI Readiness Level * This field is required.
Please Select
Please Select
None
Built-in AI
Some Zapier/API
Bot-Driven Workflow
59
Are the AI tools integrated with your AMS/CRM?* This field is required.
Please Select
Please Select
Yes
No
60
AI Tools Integration Level* This field is required.(How efficiently connected it is with other systems)
1
2
3
4
5
Very Negative
Very Positive
61
What systems or vendors are used for cybersecurity?
62
What Security Protocols do you have in place?
MFA (Multi-Factor Authentication)
Password Manager
Secure Email
Task creation
Daily Backups
Employee Training
We use a 3rd Party IT/Security Provider
63
What do you consider its compliance level is?* This field is required.
Please Select
Please Select
Not compliant
Basic protections
Full compliance with breach protocols
Full compliance, everything seems perfect
64
What tools are used for internal training?
Loom
Whale
DrivEd LMS
TalentLMS
Custom SOP Library
None
65
If other, please list those training tools below
66
What do you use for e-signature?
67
Do you use an intranet?* This field is required.
Please Select
Please Select
Yes
No
68
If you do, which service do you use?
SharePoint
Google Sites
Notion
Wordpress
Other
69
Where do you store internal agency documents, processes, SOPs, marketing material, HR documents, etc.?
OneDrive
SharePoint
Google Drive
Dropbox
Apple Cloud
Other
70
What are your top 3 tech or process challenges?
71
What goals do you have for your agency in 2024–2025?
72
Are you interested in receiving a roadmap with recommendations?* This field is required.
Please Select
Please Select
Yes
No
73
Would you like to schedule a 45-minute review call?* This field is required.
Please Select
Please Select
Yes
No
Should be Empty: