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Marketing Factors
Name
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Company Name
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Have you had two or less carriers in past 5 years?
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Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Has your Agent provided at least a 90 day lead time to carriers when quoting your program?
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Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Are 2 or less agents involved when you quote your program?
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Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Does your Agent provide risk management capabilities?
(Required)
Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Does your Agent offer HR consulting/services?
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Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Does your Agent offer contract consulting / review services?
(Required)
Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Has your program been quoted less than 3 times in the last 5 years?
(Required)
Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
Has your Agent conducted a job site visit or business walk through in the last 2 years?
(Required)
Yes
No
Not Applicable to my Business
Unsure -- Please Contact me to Discuss
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