Help Us Understand How Your Agency Handles Quoting and Intake This short survey helps us learn how your agency collects, manages, and quotes client information — so we can make your workflows simpler and faster. Estimated Time: 3-5 Minutes Why We're Asking This helps us customize your demo so we can focus on the most valuable parts of RiskAdvisor for your workflow Step 1 of 8 12% Name(Required) First Last Email(Required) Which AMS do you use?(Required) AMS360 Applied Epic EZLynx Hawksoft NowCerts QQ Catalyst Salesforce Based PartnerXE Xanatek Other Other AMS(Required)Which CRM do you use?(Required) AgencyZoom InsuredMine None EZLynx Sales Center ClientCircle Agent CRM Agency Revolution AgencyMVP Levitate Better Agency Momentum CRM HubSpot ActiveCampaign Infusionsoft Salesforce Other Other CRM(Required)Which Rater do you use?(Required) EZLynx PL Rating QuoteRush Gaya Applied Rating Epic Quotes Turborater Other None Other Rater(Required) How Does Your Team Collect and Store Quote Information?(Required)Tell us which tools, systems, or methods your team uses to gather and save client details for quotes.Does Your Team Re-Enter or Duplicate Data Between Systems?(Required) Yes No Let us know if information needs to be typed into more than one place, and where that happens.If yes, where does that happen?(Required) Who Handles Quoting and How Does That Process Work?(Required)Explain who on your team creates quotes and what steps they take from start to finish.What Are the Biggest Challenges or Mistakes in Your Quoting Process?(Required)Share what tends to slow your team down or cause errors when preparing quotes. How Do Clients Experience Your Quoting Process?(Required)Describe what it’s like for your clients — is it quick, confusing, easy, or something else?What Parts of Your Quoting Process Work Well Today?(Required)Tell us what helps your team move quickly or makes your process stand out in a good way. How Does Your Team Stay Updated on Carrier Rules and Guidelines?(Required)Explain how your team keeps track of each carrier’s requirements or underwriting rules.How Often Do Eligibility Issues or Reworks Happen?(Required)Share how often your team runs into situations where a carrier can’t take a risk and has to start over. What Would Perfect Visibility Into Carrier Guidelines Look Like?(Required)Describe your “ideal world” — how would you like to see carrier rules and eligibility built into your process?If You Could Automate One Part of the Quoting Process, What Would It Be?(Required)Tell us which step takes the most time or effort that you’d want to make faster or automatic. Do you have your current quoting processed documented?(Required) Yes No If yes, would you mind sharing that with us? (Optional) Drop files here or Select files Max. file size: 100 MB.