1.Do you currently have a policy checking process?

Yes

No

2.If answer to Q1 is  yes, how  do you perform the policy checking?

Outsourcing partners

Inhouse - Account Managers/CSRs

Automated Systems

Inhouse- Part-time employees

3.Have you had any E&O claims because of Policy errors?

Yes

No

4.Do you currently have a documented checklist for policy checking?

Yes

No

5.Do you currently have a backlog of policy checking?

Yes

No

6.If answer to Q5 is yes, approximately how many?

7.If answer to Q5 is yes, approximately how old is the oldest pending policy?

8.Have you tried any technology-based policy checking solutions?

Yes, we are about to adopt

Yes, decided not to adopt

No, we are in the process of exploring

No, we have not explored yet

9.Would you be interested in implementing an automated system for Policy checking at your agency?

Yes

No

10.Market Intelligence is valuable data when submitting insurance applications to carriers for specific lines of coverage?

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree

11.Current agency workflows allow you to gather data and update you agency management system with no errors?

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree

12.Digitizing your agency's processes would improve the customer service experience you provide your clients?

Strongly agree

Agree

Neither agree nor disagree

Disagree

Strongly disagree