AOB | Questionnaireinfomixa2026-08-06T07:24:12-06:00

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Agency Operations Bootcamp

Participant Questionnaire

Name(Required)

First Last

Email(Required)

Cell Phone Number(Required)

Office Address(Required)

Street Address Address Line 2 City State ZIP Code

What date are you attending?(Required)

What is your role?(Required)

How many years have you been an agency owner?(Required)

How many full-time team members do you currently have?(Required)

How is your team structured in terms of roles? How many focus on sales versus service?(Required)

How many full-time team members would you ideally have by this time next year?(Required)

On average, how much do you spend per month on internet leads?(Required)

What is your average new business premium written per month (based on the last 3 months)?(Required)

What are the biggest challenges you’re currently facing with your team or agency?(Required)

How many years have you been a District Manager?(Required)

How many team members are currently part of your district staff?(Required)

How many agency owners are currently in your district?(Required)

How many agency owners in your district are in “Growth Mode” (hiring, marketing, and writing new business)?(Required)

Please provide some insights into your top three agency owners who are producing the most or showing high growth potential. For each, please include the size of their staff, their average monthly new business production, and any support they may need to continue scaling.(Required)

What are the biggest challenges you’re facing with your district?(Required)

What specific outcomes are you hoping to gain from attending this workshop?(Required)

What CRM do you currently use in your agency?(Required)

What phone system do you currently use in your agency?(Required)

What do you typically order at a coffee shop?(Required)