Rather Than Guessing What Your Needs Are, Tell Us So We Can Make Absolutely Sure That This System Is Being Designed To Meet YOUR Needs!

Tell Us Who You Are -

~ Questionnaire / Survey ~

We SERIOUSLY Are Interested In Your Needs and What You Feel Is Important To Your Agency Regarding Automation!  This Is An Opportunity For You to Have A Say Because Your Input Will Play A Role In Decisions We Make For The System.  Your Information Will Be Very Helpful To Us!  And Please Be Brutally Honest! 

When reviewing a management system, what's important? 1=High Priority, 2=Okay, 3=Not Important, 0=Default Number (please choose 1, 2 or 3).

0 1 2 3 A. Initial Purchase Price

0 1 2 3 B. Ongoing Support Fees

0 1 2 3 C. Return On Investment

0 1 2 3 D. Ability to drop workload

0 1 2 3 E. Being single-entry

0 1 2 3 F. Having specific features.  List those specific features ...

0 1 2 3 G. Being easy to use

0 1 2 3 H. Having a short learning curve

0 1 2 3 I1. Ability to run from Internet

0 1 2 3 I2. Ability to run from your network

0 1 2 3 J. Customer Support of the product

0 1 2 3 K. Ongoing Enhancements

0 1 2 3 L. Agency accounting

What does a system need to offer 1=Must Have, 2=Would Be Nice but Not Required, 3=Don't Need, 0=Default Number (please choose 1, 2 or 3)

A number of these features won't be available until a later release.  Plus, this isn't anywhere  close to the features our systems offer.  This will help us know when we've released the system that includes your "Must Have" features.

Accounting:

0 1 2 3 Limited Accounting for the Direct Bill (DB) Agency

0 1 2 3  Limited Accounting for DB & AB agency

0 1 2 3 Full agency specific accounting with a check register, checking account & GL

0 1 2 3 Point of Sale Accounting with Cash Drawer reconciliation.

0 1 2 3  We use QuickBooks (or another stand alone accounting system).  We don't need accounting in your system.

0 1 2 3  We use QuickBooks (or another stand alone accounting system), but maybe down the road if you can show me that your accounting is better and easy to use we may switch. 

0 1 2 3  We are ONLY interested in the Insurance Specific Accounting features.  In fact, if you had a stand alone insurance specific accounting system, we'd be interested in purchasing it!

 

Interfacing, Downloading & Integration:

0 1 2 3 Personal Lines Downloading

0 1 2 3 Commercial Lines Downloading

0 1 2 3 Commission Downloading

0 1 2 3  Integration with MS Word

0 1 2 3 Rating Integration.  Want it with:  

 

 

Other "Standard" Features:

0 1 2 3 Claims Management

0 1 2 3 Policy Submission Management

0 1 2 3 T-Filing/T-History.  Is capturing Client & Policy Edits Important: Choose: Yes No

0 1 2 3 Imaging / Attachments

0 1 2 3 Proposals

0 1 2 3 Basic Marketing

0 1 2 3 Custom and/or Company Specific Forms fully integrated

0 1 2 3 Group Life & Health management

0 1 2 3  Individual Life & Health management

0 1 2 3  Multi-Agency management

0 1 2 3  I want to run it off my network

0 1 2 3  I want to run it off my network and allow people to log in via the Internet

0 1 2 3  I want to run it from the Internet

What Are The Top 5 Things You're Looking For in a System Before You'll Purchase It?:

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Thank you for sharing your automation needs with us.  It's from getting a lot of input and brainstorming with knowledgeable people on agency automation that we're able to create such an amazing system.  Again, Thank You!