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Randy Schwantz

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In preparation for our call, I want to ask you about four things:

1. What are your biggest challenges

2. Your current producer demographics

3. Your need for new Producers

4. And the systems you have in place

Please tell me who you are?

First Name *

Last Name *

Business Email *

Company Name *

What is your Primary Role? *

Agency Owner

Sales Leader

Producer

What is your (producer) challenge? *

In addition to you, how many producers do you have? *

Of your current producers: *

How many are retired in place (not productive) and won't grow no matter what you do?
How many are un-validated newbies (still on salary)?
How many are solid producers and you believe have the ability to double new business if you had the right sales operating system?
How many are just studs operating at capacity?

How much does your growth plan rely on your ability to hire and validate new producers? *

Which elements create the greatest challenge for you in getting a new producer to validation stage? *

Finding candidates

Interview / vetting to determine if they have what it takes

Onboard: Get them prepared to prospect and sell

Train, coach and develop all the way to validation

How many new producers do you plan to hire over the next 12 months? *

In order to help your producers differentiate against their toughest competitors, what capabilities, tools or staff have you invested in or most used? *

Do you have a Pipeline Management or CRM system in place that improves efficiency and effectiveness towards growing your agency? *

Yes

No

Is the tool you have in place being actively used by your producers and making them more productive? *

Adequate

Inadequate

Does it improve your ability to train, coach and develop your producers to a higher level of performance? *

Adequate

Inadequate

How does your team manage their prospects? *

Spreadsheets

Legal pad/sticky notes

Other

What is your biggest challenge? Select all that apply. *

Do you have a Pipeline Management or CRM system in place that improves efficiency and effectiveness towards you growing your book of business? *

Yes

No

Is the tool you have in place being actively used to help you be more productive? *

Adequate

Inadequate

Is the tool you have in place being help you achieve a higher level of performance? *

Adequate

Inadequate

How are you managing your prospects? *

Spreadsheets

Legal pad/sticky notes

Other

What is the size of your book of business (REVENUE)? *

Why are you here? What are you looking for? *

The #1 insurtech sales culture platform for middle market commercial insurance agencies.

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