Digitized Agency® in a Box Program

Agency & Background

What’s the name of your agency (or the name you plan to use)? *

Are you already appointed with insurance carriers? If so, which ones? *

How many years have you (or your team) been in insurance sales? *

Are you a sole proprietor, an existing team, or part of a larger firm? *

Goals & Vision

Why are you interested in moving from analog to digital operations? *

What’s your revenue goal (next 12 months) once digitized? *

Which systems do you currently use (CRM, marketing, operations)? *

Investment & Commitment

What was your agency’s approximate revenue over the past 12 months? *

What are your average monthly overhead expenses? *

Please include office rent/lease, utilities, internet, CRM/AMS systems, staff, software subscriptions, etc.

Do you currently have a physical office, a home office, or are you fully remote? *

Have you invested in training, systems, or operations before?  *

Yes

No

if yes, what was the cost?

Are you in a position to invest in a high-level program that includes done-for-you systems, licensing support (if needed), and full business infrastructure? *

Yes

No

When are you ready to start? *

Immediately

1-3 months

4-6 months

Support & Network

Do you need vendor contracts & licensing support, or just the digital blueprint? *

Vendor contracts + full license support

I have my licenses; only need the digitization blueprint

What’s your preferred working style? *

One-on-one mentoring (custom)

Group format (launch lab/cohort-style)

Do you have a team that will be involved in implementation? *

Yes

No

Technical Readiness

Do you have the following? *

A business email & website

Social media or digital presence

Anything else you'd like us to know?

How did you hear about us?