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Powerbroker AI Pre Demo Survey

What is your email?

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What is your name?

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What is your role?

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What is your role?

Agency Owner / Principal

Operations

Sales

Other

Which AI tools is your team currently using for client work?

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Which AI tools is your team currently using for client work?

Non SOC2 compliant models like ChatGPT / Claude / CoPilot

Another insurance AI

We haven’t adopted AI tools yet

What's your biggest frustration/concern with your current AI tools?

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What's your biggest frustration/concern with your current AI tools?

SOC2 and privacy concerns regarding client data using tools like Claude, ChatGPT, or CoPilot

Inaccurate responses

Too much manual prompting and cleanup

Hard to train across the entire team

We haven’t run into major issues

What’s driving you to look at Powerbroker right now?

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What’s driving you to look at Powerbroker right now?

We’re actively evaluating AI solutions

Just exploring - no immediate timeline

A specific problem came up recently

Leadership asked us to look into it

A peer or colleague recommended it

What would you like to learn in the demo?

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What would you like to learn in the demo?

Understanding how Powerbroker handles data privacy

Seeing how it’s different from other AI models

Knowing how it would fit into our specific workflows

Getting a sense of pricing and what implementation looks like

Seeing real results from agencies like ours

Powerbroker AI Pre Demo Survey

What is your email?

What is your name?

What is your role?

Which AI tools is your team currently using for client work?

What's your biggest frustration/concern with your current AI tools?

What’s driving you to look at Powerbroker right now?

What would you like to learn in the demo?

Anything else you’d like us to know?