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Insurance Leads Survey

This survey is by Combined Insurance. Our sincere goal is to learn how our agents use technology, so we can understand what capabilities to provide to assist with your production.
Your survey answers are completely CONFIDENTIAL. Results will be reviewed ONLY in the aggregate.
Thank you!

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Combined Insurance

Combined Insurance

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* 1. (OPTIONAL) If you would like to receive the results of this survey (to see how you stack up with other agents), please provide your email address. Your email address will NOT be shared with outside parties.

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* 2. How long have you been selling insurance? (choose one)

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* 3. How many producers do you have?

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* 4. What insurance lines do you Sell, and for which lines do you Buy Leads? (check all boxes that apply)

  I sell this product line

 My downline sells this product line
Individual Health
Group Health
Medicare Supplement
Life Insurance
Annuities/Securities
Auto Insurance
Homeowner Insurance
Cancer
Critical Illness
SickPay

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* 5. When you consider quoting and enrollment technology, what do you consider most important?  Rate each question on a scale of 1-5, with 1 = NOT important, 5 = MOST important

  NOT important A little important Useful Important CRITICAL Need
Must be online (Internet enabled)
Broad choices of carriers and plans
Ability for consumer to complete/sign a quote I start
Helps write business faster
Rates are accurate, materials are up to date
Side by Side comparison of plans
Mobile capability
Ability to show my agency name and logo
Ability to generate a "Quick Quote" without requiring full customer information
Informational reporting - pending business status, commissions, etc.
Ability to generate a quote OFFLINE (requiring rates and materials to be regularly synchronized rather than always up to date)
Training on how to use the system

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