Page 1 of 1

Latchpin — Discovery Call Request

Your name

*

Agency name

*

Your role

*

Your role

A

Owner / Principal

B

Producer

C

Operations

D

Other

*

Best callback number

Approx. commercial leads per month

*

Approx. commercial leads per month

A

Under 10

B

10–25

C

25–50

D

50–100

E

100+

F

Not sure

Your AMS (Agency Management Software/ System)

*

Your AMS (Agency Management Software/ System)

A

EZLynx

B

AMS360

C

Applied Epic

D

HawkSoft

E

NowCerts

F

AgencyZoom

G

Other / In-house

What's the biggest leak in your lead funnel right now?

*

Which line of business if your biggest priority?

*

Which line of business if your biggest priority?

A

BOP

B

Workers Comp

C

Commercial Auto

D

Commercial Property

E

General Liability

F

Professional Liability

G

Cyber

H

Umbrella

I

Bonds

J

EPLI

What other lines of business do you write?

*