Bigntion | Agency Consultation

First Name *

Last Name *

Business Email *

Agency Name *

Mobile Number *

Your Role/Title *

Owner

Sales Leader

Producer

How many Producers do you currently have? *

1

2

3

4

5

6

7

8

9

10

10+

Current Agency Revenue? *

< $1M

$1M

$2M

$3M

$4M

$5M

$6M

$7M

$8M

$9M

$10M +

Do you currently have a sales CRM system? *

Yes

No

If yes, what vendor do you use?*

Salesforce or Microsoft Dynamics

Pipedrive

InsuredMine, AgencyZoom or Agency Revolution

AppliedEpic or AMS 360

Other

None

Biggest Challenges: *

Lack of motivation

Poor time management

Weak differentiation

Not setting enough new business appointments

Weak sales strategy

Rely too much on price and coverage

Low close ratios

Empty pipeline

Too many small accounts

New Revenue Accelerator

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