Agent & Broker Policy Checking Survey Question Title * 1. Do you currently have a policy checking process? Yes No Question Title * 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 Question Title * 3. Have you had any E&O claims because of Policy errors? Yes No Question Title * 4. Do you currently have a documented checklist for policy checking? Yes No Question Title * 5. Do you currently have a backlog of policy checking? Yes No Question Title * 6. If answer to Q5 is yes, approximately how many? Question Title * 7. If answer to Q5 is yes, approximately how old is the oldest pending policy? Question Title * 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 Question Title * 9. Would you be interested in implementing an automated system for Policy checking at your agency? Yes No Question Title * 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 Question Title * 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 Question Title * 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 Done