How many policies does your agency manage?

Under 500

500 - 2,000

2,000 - 10,000

10,000 - 50,000

50,000+

What percentage of your renewal process is automated?

0% — entirely manual

Under 25%

25-50%

50-75%

75%+ fully automated

How do you currently handle policy comparisons and quoting?

Manual — spreadsheets and carrier portals

Basic rater software

Comparative rater (EZLynx, etc.)

AI-assisted quoting

Fully automated AI quoting

How many hours per week does your team spend on data entry?

Under 5 hours

5-15 hours

15-30 hours

30-50 hours

50+ hours

What's your client retention rate?

Under 70%

70-80%

80-85%

85-92%

92%+

Do you have a formal AI governance or data handling policy?

No, and we haven't considered it

We've discussed it but nothing formal

Basic policy in place

Comprehensive policy documented

Fully implemented with regular audits

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