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CertDesk — 2-minute questions for insurance agencies
Thanks for your interest! A few quick questions so we build the right thing. There are no wrong answers — we're just learning from real agencies.
What's your role at the agency?
*
A
Owner / Principal
B
Account Manager or CSR
C
Producer
D
Other
Roughly how many certificates of insurance (COIs) does your agency issue per week?
*
A
0–10
B
10–50
C
50+
D
Not sure
About how long does one COI take, from request to sent?
*
A
Under 5 minutes
B
5–15 minutes
C
15+ minutes
D
It varies a lot
What do you use to create COIs today? (For example: EZLynx, Applied Epic, HawkSoft, or manually.)
*
If a tool could draft a COI in about a minute for your approval, how interested would you be?
*
A
Very interested
B
Somewhat interested
C
Not really interested
What would a tool like that be worth to your agency per month?
*
A
Wouldn't pay for it
B
$50–100
C
$100–250
D
$250+
E
Depends
What's the most frustrating part of dealing with COIs or renewals?
If you'd like early access or for us to follow up, what's the best email?
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