PIANJ Carrier Engagement Survey - PIA Northeast News

1. What is your agency’s total written premium?

a. Less than $1 million
b. $1 million to $5 million
c. $5 million to $10 million
d. $10 million to $20 million
e. $20 million to $50 million
f. Greater than $50 million

2. What is your agency’s total commercial written premium?

3. What is you agency’s total personal lines written premium?

4. What % of your agency’s revenue is:

a. Personal Lines

b. Commercial Lines

c. Life/Health

5. Is your agency a member of a network/aggregator or agency cluster?

Yes
No

6. Has your agency changed ownership within the past 3 years?

Yes
No

7. Does your agency offer flex days to your staff since COVID-19?

Yes
No

7a. If yes, How many days/week is your staff required to be in the office?

8. What is the optimal number of in-person visits per year you would like to see with your Carrier Business Development Managers?

9. Carrier visits to your agency:

a. Do you find virtual visits to be as effective as in-person visits

Yes
No

b. What topics are best covered in-person?

c. What topics are best covered virtually?

d. If you selected that virtual visits are just as effective as in-person visits, when would an in-person be most appropriate/important?

10. What topics are you most interested in when meeting with your Carrier Business Development Managers?

11. What would you like to gain/learn the most after meeting with your Carrier Business Development Managers?

12. Training:

a. When a carrier launches a new product or develops a new rating platform, do you prefer to have in-person training sessions at your agency or virtually?

b. Do you utilize the online training tutorial that carriers often provide?

Never
Sometimes
Often
It’s part of our agency routine to use these tutorials

c. On a scale of 1-10 (1 being least effective and 10 being most effective), how would you rate the effectiveness of online training tutorials provided by carriers (when the training can be done through online tutorials or classes)?