IIAT ELITExas Young Agents Survey

Young Agents: What Do You Think?
Are you a young insurance agent, 40 years old or younger? Tell us what you think about the insurance industry, the agency you work in, and what young agents want in an insurance career.

Pass this survey along to other young insurance agents as well. The survey should take no more than 10 minutes to complete. All responses will remain confidential.

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* 1. Please indicate your age range.

under 20 years old

20 to 25 years old

26 to 30 years old

31 to 35 years old

36 to 40 years old

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* 2. What is your gender?

Male

Female

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* 3. How long have you worked for an independent agency?

Less than 3 years

3 to 5 years

6 to 10 years

11 to 15 years

More than 15 years

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* 4. What best describes your role at your agency?

Agent Producer

Customer Service Representative

Agency Owner/Principal

Other

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* 5. Do you consider insurance to be your permanent career?

Yes

Not sure yet

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* 6. Is your agency family-owned?

Yes

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* 7. Are you a member of the family that owns your agency or brokerage?

Yes

N/A

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* 8. Have you completed or working to complete a CPCU, CIC, ARM or other insurance designation program?

Yes

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* 9. Please indicate if these statements ring basically true or basically false based on your experience in the agency/brokerage business.

	Basically True	Basically False	No Opinion
As a younger agent, I have to work harder to gain the confidence of clients.	As a younger agent, I have to work harder to gain the confidence of clients. Basically True	As a younger agent, I have to work harder to gain the confidence of clients. Basically False	As a younger agent, I have to work harder to gain the confidence of clients. No Opinion
Success in this business is mostly about building relationships.	Success in this business is mostly about building relationships. Basically True	Success in this business is mostly about building relationships. Basically False	Success in this business is mostly about building relationships. No Opinion
Success with 40 and younger clientele is built first by relationships online.	Success with 40 and younger clientele is built first by relationships online. Basically True	Success with 40 and younger clientele is built first by relationships online. Basically False	Success with 40 and younger clientele is built first by relationships online. No Opinion
Efficiency and effectiveness are more important than relationships to succeed in this business.	Efficiency and effectiveness are more important than relationships to succeed in this business. Basically True	Efficiency and effectiveness are more important than relationships to succeed in this business. Basically False	Efficiency and effectiveness are more important than relationships to succeed in this business. No Opinion
I propose new ideas but our firm rarely seems to get to them.	I propose new ideas but our firm rarely seems to get to them. Basically True	I propose new ideas but our firm rarely seems to get to them. Basically False	I propose new ideas but our firm rarely seems to get to them. No Opinion

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* 10. Please indicate if these statements ring basically true or basically false based on your experience in the agency/brokerage business.

	Basically True	Basically False	No Opinion
Insurtech will have an overall positive effect on the insurance industry	Insurtech will have an overall positive effect on the insurance industry Basically True	Insurtech will have an overall positive effect on the insurance industry Basically False	Insurtech will have an overall positive effect on the insurance industry No Opinion
The industry has been too slow to adopt new technology	The industry has been too slow to adopt new technology Basically True	The industry has been too slow to adopt new technology Basically False	The industry has been too slow to adopt new technology No Opinion
In 25 years the independent agency system will be stronger than it is now	In 25 years the independent agency system will be stronger than it is now Basically True	In 25 years the independent agency system will be stronger than it is now Basically False	In 25 years the independent agency system will be stronger than it is now No Opinion

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* 11. Which of the following social media tools do you use?

Facebook

Twitter

Instagram

Snapchat

Blogging

Other (please specify)

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* 12. Rate the following factors in the agency or brokerage where you work.

	Excellent	Good	Fair	Poor
Quality of agency management system	Quality of agency management system Excellent	Quality of agency management system Good	Quality of agency management system Fair	Quality of agency management system Poor
Quality of rating and quoting system(s)	Quality of rating and quoting system(s) Excellent	Quality of rating and quoting system(s) Good	Quality of rating and quoting system(s) Fair	Quality of rating and quoting system(s) Poor
Use of social media	Use of social media Excellent	Use of social media Good	Use of social media Fair	Use of social media Poor
Use of technology tools to help with sales, marketing and prospecting	Use of technology tools to help with sales, marketing and prospecting Excellent	Use of technology tools to help with sales, marketing and prospecting Good	Use of technology tools to help with sales, marketing and prospecting Fair	Use of technology tools to help with sales, marketing and prospecting Poor
Agency website	Agency website Excellent	Agency website Good	Agency website Fair	Agency website Poor

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* 13. Rate the following factors in the agency or brokerage where you work.

	Excellent	Good	Fair	Poor
Opportunities for advancement	Opportunities for advancement Excellent	Opportunities for advancement Good	Opportunities for advancement Fair	Opportunities for advancement Poor
Telecommuting/flexibility with work-life balance	Telecommuting/flexibility with work-life balance Excellent	Telecommuting/flexibility with work-life balance Good	Telecommuting/flexibility with work-life balance Fair	Telecommuting/flexibility with work-life balance Poor
A culture that encourages and acts on employee's ideas for improvement	A culture that encourages and acts on employee's ideas for improvement Excellent	A culture that encourages and acts on employee's ideas for improvement Good	A culture that encourages and acts on employee's ideas for improvement Fair	A culture that encourages and acts on employee's ideas for improvement Poor

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* 14. How optimistic are you about the following?

	Very Optimistic	Optimistic	Cautious	Not Optimistic
The future of the independent agency system	The future of the independent agency system Very Optimistic	The future of the independent agency system Optimistic	The future of the independent agency system Cautious	The future of the independent agency system Not Optimistic
Your agency's ability to attract quality talent	Your agency's ability to attract quality talent Very Optimistic	Your agency's ability to attract quality talent Optimistic	Your agency's ability to attract quality talent Cautious	Your agency's ability to attract quality talent Not Optimistic
Independent agency channel’s ability to advance in technology use	Independent agency channel’s ability to advance in technology use Very Optimistic	Independent agency channel’s ability to advance in technology use Optimistic	Independent agency channel’s ability to advance in technology use Cautious	Independent agency channel’s ability to advance in technology use Not Optimistic

Comments

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* 15. How do you prefer to earn CE credits?

In a classroom with an instructor

Online, on my computer with a live instructor

Online, on-demand, with pre-recorded content

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* 16. Please rate the insurance industry in the following areas:

	Excellent	Good	Fair	Poor
Customer Service	Customer Service Excellent	Customer Service Good	Customer Service Fair	Customer Service Poor
Public image	Public image Excellent	Public image Good	Public image Fair	Public image Poor
Professionalism	Professionalism Excellent	Professionalism Good	Professionalism Fair	Professionalism Poor
Ethics	Ethics Excellent	Ethics Good	Ethics Fair	Ethics Poor
Career attractiveness to young professionals	Career attractiveness to young professionals Excellent	Career attractiveness to young professionals Good	Career attractiveness to young professionals Fair	Career attractiveness to young professionals Poor
Use of technology	Use of technology Excellent	Use of technology Good	Use of technology Fair	Use of technology Poor
Marketing and advertising	Marketing and advertising Excellent	Marketing and advertising Good	Marketing and advertising Fair	Marketing and advertising Poor

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* 17. What are the biggest challenges the industry currently faces?

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* 18. What are the biggest challenges the industry will face in the next five years?

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* 19. What do you believe is the most important resource or support you need to build a successful career?

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* 20. How likely is it that you would recommend IIAT membership to a friend or colleague?

NOT AT ALL LIKELY

EXTREMELY LIKELY

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* 21. Anything you would like to add?

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* 22. Please enter your contact info to be entered into the drawing to win a $100 gift card.

Name

Agency Name

Email Address