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CIMA Insurance Growth & AI Readiness Assessment 📈🤖
Complete the survey to help us understand your company's growth priorities, challenges, and AI preparedness.
Your Details
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Company name
*
SECTION 1 — Your Role
Which best describes your role?
*
Executive / Owner
Agency Manager / Sales Manager / Director
Team Lead / Supervisor
Agent (tied or captive)
Broker / Independent intermediary
Sales support / Inside sales
Operations / Admin / IT
Other
How long have you been in your current role?
Under 6 months
6-18 months
18 months to 3 years
3+ years
How many people do you directly manage?
Primary line of business
Life
Non-Life
Health
Microinsurance
Composite
Primary customer segment you serve
Individual
SME
Corporate
Government
SECTION 2 — Growth Priorities & Barriers
Your top 3 business priorities for the next 12 months
Increase sales
Recruit agents
Improve agent productivity
Increase retention
Expand geographically
Improve digital capabilities
Improve profitability
Improve customer experience
Reduce operating costs
The single biggest barrier to growth right now
Lead/prospect volume
Conversion and closing
Agent capacity
Agent productivity
Onboarding and ramp speed
Agent retention/turnover
Admin and process burden
Technology limitations
Pricing/competitiveness
Compliance/regulatory drag
Other
Rank your top 3 barriers
If you could remove one obstacle to growth tomorrow, what would it be?
SECTION 3 — Sales Experience (Agents, Brokers, Sales support)
How is your typical week split, in percentages, across: selling/client-facing, admin and data entry, searching for information, travel, and other?
The biggest challenge you face today
Finding prospects
Booking appointments
Closing sales
Product knowledge
Follow-up
Competition
Customer trust
Technology adoption
Rate each prospecting source from 1 (Not used) to 5 (Primary source)
Rows
1
2
3
4
5
Referrals
Existing clients
Family and friends
Walk-ins
Community groups
Religious organizations
Business associations
Facebook
LinkedIn
WhatsApp
Corporate partnerships
Brokers
Events and seminars
Digital marketing
Which source produces your highest-quality prospects?
Your biggest prospecting challenge
Rate how much each of these slows you down, from 1 (Not at all) to 5 (Severely)
Rows
1
2
3
4
5
Admin and data entry
Finding information across systems
Following up consistently
Slow quoting or proposals
Tools that don't talk to each other
Lack of coaching or training
Which task, if automated, would give you back the most time?
Do you follow a documented sales process?
Yes
No
Not sure
How is follow-up managed today?
Your single biggest daily frustration
PART A — Company Data Sheet
This survey has two parts. Part A is a one-time Company Data Sheet completed by operations, finance, or executives. Part B is a role-based survey completed by each individual.
Country of operation
Type of company
Life
Non-Life
Health
Microinsurance
Composite
Number of active policyholders
Number of employees
Number of sales agents
Number of agency managers
Number of brokers or independent intermediaries
Top 5 products by premium volume
Current annual premium volume
Primary customer segments
Individual
SME
Corporate
Government
Percentage of premium by each segment
Total contracted agents
Agents actively producing business monthly
Average monthly production per active agent
First-year agent retention rate
Average time for a new agent to make their first sale
Percentage of quotes that become policies
Percentage of appointments that become applications
Annual customer retention rate
Non-Life only: percentage of policies renewed annually
SECTION 4 — Managing the Sales Force (Executives, Managers, Team Leads)
Rate your agreement from 1 (Strongly disagree) to 5 (Strongly agree)
Rows
1
2
3
4
5
I have real-time visibility into team sales activity
Coaching takes more time than I have
Reporting is manual and time-consuming
My sales forecasts are reliable
I can spot at-risk clients or under-performing agents early
Hiring and ramping new agents is fast enough
Where do you see your AGENTS struggling most?
Finding prospects
Booking appointments
Closing sales
Product knowledge
Follow-up
Competition
Customer trust
Technology adoption
Rank where most of your management time goes: Coaching, Reporting and admin, Hiring and onboarding, Escalations, Planning and strategy
What information do you wish you could see but currently cannot?
What keeps you awake at night as a sales leader?
SECTION 5 — Product & Market
Life or Composite — which life products generate the most revenue?
Term Life
Whole Life
Endowment
Education Plans
Retirement Plans
Group Life
Credit Life
Funeral Insurance
Life or Composite — average sales cycle
Life or Composite — the biggest objection clients raise
Affordability
Lack of understanding
Trust
No perceived need
Existing coverage
Economic conditions
Life or Composite — how often are annual policy reviews conducted?
Non-Life or Composite — which products generate the most revenue?
Motor
Property
Marine
Liability
Travel
Engineering
Agriculture
Non-Life or Composite — primary reason customers fail to renew
Price
Competition
Claims experience
Lack of follow-up
Economic conditions
Your top 3 obstacles preventing growth
SECTION 6 — Technology & Data
Which systems do you use today?
CRM
Dialer/telephony
Quoting/rating
Marketing automation
E-signature
Document management
BI/reporting
Team comms/chat
WhatsApp Business
Spreadsheets as a system of record
Other
Your primary CRM or core system
How are prospects tracked today?
How are renewals tracked today?
Rate your agreement from 1 (Strongly disagree) to 5 (Strongly agree)
Rows
1
2
3
4
5
Our systems are well integrated
Our data is accurate and up to date
I trust our dashboards and reports
Managers have real-time visibility into sales activity
How often do you re-enter the same data into more than one system?
Never
Rarely
Sometimes
Often
Constantly
What share of your customer and policy data is digital and structured versus paper or loose spreadsheets?
0-25%
25-50%
50-75%
75-100%
Rate your organization's overall digital maturity from 1 (Very low) to 10 (Very high)
1
2
3
4
Best
5
1 is , 5 is Best
SECTION 7 — Training & Development
How are agents trained today?
How frequently is sales training conducted?
Do you use role-playing?
Yes
No
Do you record and review sales conversations?
Yes
No
Which skills need the most improvement?
Prospecting
Closing
Cross-selling
Digital selling
Relationship management
Product knowledge
SECTION 8 — AI Readiness
Have you implemented any AI tools?
Yes
No
If yes, which tools?
AI familiarity among your managers, from 1 (Not familiar) to 10 (Expert)
Not familiar
1
2
3
4
5
6
7
8
9
Expert
10
1 is Not familiar, 10 is Expert
AI familiarity among your agents, from 1 (Not familiar) to 10 (Expert)
Not familiar
1
2
3
4
5
6
7
8
9
Expert
10
1 is Not familiar, 10 is Expert
Rate your agreement from 1 (Strongly disagree) to 5 (Strongly agree) on organizational readiness
Rows
1
2
3
4
5
Leadership actively supports AI adoption
Our data is clean and accessible enough to use
We have clear, specific use cases in mind
Compliance and regulatory rules for AI are clear to us
Budget exists to invest in new tools
Our staff have the skills to use AI tools
The prevailing attitude toward AI here
Excited
Cautiously optimistic
Skeptical
Concerned
Your biggest concern about adopting AI
Accuracy or trust
Compliance and data privacy
Cost
Impact on jobs
Integration effort
Don't know enough yet
SECTION 9 — AI Opportunity & ROI
Rate the VALUE of each AI use case from 1 (Low) to 5 (High)
Rows
1
2
3
4
5
Lead generation
Prospecting support
Appointment setting
Automated follow-up and nurture
Sales coaching and QA
Training
Customer service
Renewals
Claims support
Management reporting
Call and meeting summaries
Quoting and proposal automation
Knowledge assistant
Data-entry automation
Rate the FEASIBILITY of each AI use case in your organization from 1 (Hard) to 5 (Easy)
Rows
1
2
3
4
5
Lead generation
Prospecting support
Appointment setting
Automated follow-up and nurture
Sales coaching and QA
Training
Customer service
Renewals
Claims support
Management reporting
Call and meeting summaries
Quoting and proposal automation
Knowledge assistant
Data-entry automation
If you could deploy one of these first, which would it be and why?
How many hours per week would the right AI tool save you?
Under 1
1-3
3-5
5+
For a new AI tool to actually get used by your team here, which of these would it need to support? (Select all that apply)
Works inside WhatsApp
Works on a mobile phone (not just desktop)
Works offline or with poor internet
Available in French
Available in local languages
None of these
For tools to be adopted here, would they need to work via:
SECTION 10 — Executive Vision
Imagine we meet again 12 months from now and your sales organization has doubled its production. What specifically would have changed?
If AI could solve one problem in your organization this year, what would it be?
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