Agency Tech Assessment • Better Agency™

Step 1 of 13

Do You Use An Agency Management System?(Required)

Yes

According to the Big I, only 68% of independent agencies use an agency management system. (AMS)

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What's your current AMS?(Required)

Agency Matrix

AMS360

APEX

Applied Dorris

Applied Epic

Applied Tam

Better Agency

EZLynx

Hawksoft

Nasa Eclipse

None

Nowcerts

Partner XE

QQ Catalyst

Xanatek

According to the Big I, only 68% of independent agencies use an agency management system. (AMS)

Do You Use A Separate CRM For "Automation"?(Required)

Yes

Of agencies reporting over $500k in gross annual revenue, 84% said they use a CRM.

What's your current CRM(Required)

ActiveCampaign

Agency Elephant

Agency Revolution

Agency Zoom

Better Agency

Client Circle

Hubspot

Keap

None

Our AMS

Pipedrive

Salesforce

Veruna

Go High Level

InsuredMine

Zoho

Salespype

InsureCRM

CRM adoption amongst insurance agencies is up over 34% in 2022 vs 2021 according to the Big I

Email Provider(Required)

Google Suite

Office 365

Locally Hosted

Free

In the U.S. alone, more than 879,851 companies use Microsoft 365 and Outlook as their email software solution vs over 5 million small businesses that prefer Google apps.

Do You Use Have An Agency Website?(Required)

Yes

In 2022 it was reported that 36% of independent agencies did not have an active agency website.

Agency Website Provider(Required)

AdvisorEvolved

Agency Revolution

EZLynx

Forge3

Insurance Splash

Local company

Self managed WordPress

All of the top marketing strategies cited in 2022 continue to be digital: social media/digital marketing (62%), creating/maintaining the agency website (52%), and search engine optimization (31%)

Do You Provide Your Customers An Agency Mobile App?(Required)

GloveBox

Insurance Agent App

None

Other

According to the 2022 Universe Study from the Big I, 31% of agents are interested in "portal technology" on the agency site.

How Would You Rate Your Customers Mobile App Adoption?(Required)

Poor Adoption - 0% - 25%

Average Adoption - 26% - 50%

Good Adoption - 51% - 75%

Great Adoption - Over 75%

According to McKinsey, the top agents and brokers provide a mobile app and have successfully seen "good" to "great" customer adoption.

Do You Use A VOIP Phone System?(Required)

LightSpeed Voice

RingCentral

3CX

Other VOIP Provider

Local Phone Company

Cell Phones

28% of independent insurance agents have not adopted VOIP technology

What Percentage Of Your Annual Gross Revenue Does Your Agency Spend On Technology?(Required)

Less Than 1%

1% - 3%

3% - 5%

5% - 7%

7% - 9%

Over 9%

According to the McKinsey Global Insurance Report 2023, agents are spending between 5% - 8% of their gross revenue on technology.

MarketStance, A Leading Industry Research Firm Segments Agency Size By Annual Revenue. Where Does Your Agency Fit According To Their Definitions?(Required)

Small (<$150K)

Medium-Small ($150k - $499k)

Medium ($500k - $1.249M)

Medium Large ($1.25M - $2.49M)

Large ($2.5M - $10M)

Jumbo ($10M+)

The MarketStance database, widely considered more insurance industry-focused and reliable than the data available from D&B has six categories for agency size based on agency revenue. "Small" (<$150K), "Medium-Small" ($150k - $499k). "Medium" ($500k - $1.249M), "Medium-Large" ($1.25M - $2.49M), "Large" ($2.5M- $10M). and "Jumbo" ($10M+) In 2022, 38% of all independent agencies and brokerages are "Small", and 24% are "Medium-Small."

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How Does Your Agency Rank Against The Industry's Top Benchmarks?

2023 Agency Technology Assessment