Form Page

How do you currently enter data?

Quote Sheets (Pen and Paper)

Quotes Sheets (PDF)

Straight into system

Other

How many systems do you currently use in your sales process? (Raters, AMS’s, CRMs)

1

2

3

4+

How much follow up are your agents doing with your current prospects?

Never

1-2 times per prospect

3-4 times per prospect

5-8 times per prospect

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