Changing the Game Agency Survey

This workshop is designed for significant stakeholders in your agency including agency principals, management personnel and sales managers…those in your organization who will set the tone, culture and direction for the next five years. The following quiz will tell if you and members of your management team should attend this workshop.

	Strongly Agree	Agree	Uncertain	Disagree	Strongly Disagree
1. I have a distinct, consultative and diagnostic sales process to acquire clients.
2. My sales approach protects me from getting caught in the "Commodity Trap" - the 90-day insurance blitz.
3. My new business "hit ratio" is 80% or better.
4. I have a prospect research and qualification system which creates a steady flow of qualified new business opportunities.
5. I have a disciplined, results-oriented cross selling system.
6. I have a process in place to benchmark customer intimacy, appreciation and loyalty.
7. Insurance carriers consistently give my accounts preferred treatment as a result of their enthusiasm for and confidence in my agency's business model.
8. My reputation and brand in my community allows me to distinguish myself from others in my profession.
9. I am energized by my firm's business model, systems and growth strategies.
10. I have a sense of clarity, simplicity, passion and purpose in my business life.
Total checks for this column
Times total number of points	X5	X4	X3	X2	X1
Equals total points scored	=	=	=	=	=
Your Score