Wholesaler Industry Insights Survey

Thank you for participating in our study to better understand how agencies like you are working in today's environment and where you hope to see the insurance industry focus in the future. This study will ensure Wholesalers are able to provide you with value and opportunities in a continued partnership.

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* 1. How many years have you worked in this industry?

Less than 1 year

2 – 5 years

6 – 15 years

More than 15 years

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* 2. How many producers/brokers work at your firm?

10 or fewer

11 – 50

51 - 100

More than 100

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* 3. What percentage of your time is spent using the following methods when communicating with clients? (please enter % to the nearest number, equaling 100% total)

Phone call

Chat / Messaging

Virtual video meeting

Email communication

In-person meeting

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* 4. What are your top challenges facing your firm today (outside of new business growth and retention)? (Choose as many as three)

Hiring and retaining qualified candidates

Technology adaptation post-pandemic (virtual work environment)

Relationship management between wholesale brokers or MGAs

Access to self-service options for customers

Marketing and advertising for branding or new business development

Business operations and management

Access to available capacity from carriers

Other (please specify)

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* 5. When thinking about growing your commercial lines of business, which of the following activities yield the most value/increase in revenue (rank by order of importance):

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* 6. What other activities/practices you leverage to grow your commercial lines of business you find more valuable? Please explain below:

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* 7. What has been the biggest change in your agency operations in the last 12 months you plan to adopt permanently?

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* 8. Over the next 12 months, where do you anticipate your agency investing additional resources to stay relevant and competitive in the space (Please rank the following activities by order of importance to your business):

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* 9. Do you plan to make any major operational changes in the next 12-24 months to improve your engagement with your customers?

Yes

Wholesaler Industry Insights Survey

Question Title

* 1. How many years have you worked in this industry?

Question Title

* 2. How many producers/brokers work at your firm?

Question Title

* 3. What percentage of your time is spent using the following methods when communicating with clients? (please enter % to the nearest number, equaling 100% total)

Question Title

* 4. What are your top challenges facing your firm today (outside of new business growth and retention)? (Choose as many as three)

Question Title

* 5. When thinking about growing your commercial lines of business, which of the following activities yield the most value/increase in revenue (rank by order of importance):

Question Title

* 6. What other activities/practices you leverage to grow your commercial lines of business you find more valuable? Please explain below:

Question Title

* 7. What has been the biggest change in your agency operations in the last 12 months you plan to adopt permanently?

Question Title

* 8. Over the next 12 months, where do you anticipate your agency investing additional resources to stay relevant and competitive in the space (Please rank the following activities by order of importance to your business):

Question Title

* 9. Do you plan to make any major operational changes in the next 12-24 months to improve your engagement with your customers?

Question Title

* 10. Please describe the project/initiative plans you have below: