Independent insurance agency assessment
Question 1 of 3
Start with the bottleneck
Where does your agency lose the most time?
Choose the closest answer. No exact numbers needed.
01
New lead follow-up
Calls, quote requests, texts, and repeated contact attempts.
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02
Quoting and remarketing
Carrier portals, duplicate entry, comparisons, and rework.
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03
Renewals
Preparation, document review, reminders, and account research.
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04
Customer service calls
Billing questions, changes, claims routing, and routine requests.
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05
Certificates and endorsements
Intake, requirements checking, issuance, and follow-up.
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06
Carrier follow-up
Status checks, missing documents, acknowledgements, and escalations.
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Insurance Agency Capacity Leak Audit | Wave Workflow
