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Broker Business Survey

Whether you are eager to expand your book of business and attract new clients, or are planning for retirement and want to establish a sound succession plan, we want to hear what business strategies are top of mind to you.  

You responses to this brief survey will help Insurance Business America deliver strategic content that is most relevant to you and your business development goals. Thank you
Contact Information(Required.)
What is your agency’s current strategic focus?(Required.)
What do you identify as key opportunities or important areas of improvement?(Required.)
What areas of business building are you most interested in?(Required.)
What partnerships, services or resources are you most interested in exploring?(Required.)
Do you run your own business? If yes, what area is taking up most of your time and energy?(Required.)
To what degree are you anticipating that the following issues will be presenting you with challenges at work over the coming months? (Rate 1-5, 1 for not presenting many challenges and 5 for presenting lots of challenges)


Time management(Required.)
Lead generation and building referral relationships        (Required.)
Automation of systems and processes(Required.)
Recruiting top talent(Required.)
Marketing and branding(Required.)
Diversifying your book of business to include new products(Required.)
Client retention strategies(Required.)
Sales strategies(Required.)
Increasing your business’ valuation(Required.)
Succession planning(Required.)
Personal and professional development(Required.)