Let’s Get to Know You and Your Agency

To help us serve you better, we need a bit of info about you and your agency. Please be as detailed as you can — it helps us tailor your CRM experience to your needs.

Click on the button below to continue

Last Name *

First Name *

Email *

Phone *

Agency Name *

In one to two sentences, why are you interested in the CRM? *

________________________________________

Do you currently use a CRM? If so, which one? *

Do you want to run your CRM yourself? Or would you prefer if you had a team to help you make sure your CRM was managed properly?

Select one answer *

I'm tech savvy - I can run my own CRM

I'd prefer if it was done right - I want a hands-free CRM

Which of the following are you interested in using your CRM for?

Select all that apply *

Cross Selling

Commercial Lines Drip Campaigns

Personal Lines Drip Campaigns

Pipeline for Producers to Use

Quote Reminders to Prospects

New Customer Onboarding

X Date Campaigns

Others:

For Other Only:

What is your level of interest for cross selling?*

1 = Don't really care

4 = That would be amazing!

Rate your level of interest below *

What is your level of interest regarding automated prospect drip campaigns? *

1 = None at all

4 = That would save me tons of time

Rate your level of interest below *

What is your level of interest regarding pipelines that your producers can use to organize their deals?

1 = None at all

4 = That would be amazing!

Rate your level of interest below *

What is your level of interest regarding automated quote reminders to prospects?

1 = None at all

4 = That would save me so much time!

Select your level of interest below *

What is your level of interest regarding automated reminders to check in with underwriting on new quotes?

1 = None at all

4 = That would save me so much time

Rate your level of interest *

What is your level of interest regarding automating your Google Reviews?

1 = None at all

4 = That would be awesome!

Rate your level of interest *

1 - Low Interest

2 - Some Interest

3 - Strong Interest

4 - High Interest