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Complete the following to request more information about IIAT's agency consulting services. The sooner you reach out to IIAT, the sooner we can roll up our sleeves and get to work.

First Name

Last Name

Email

Agency Name

Your Job Title

Agency Website

Street Address

City

State

Zip Code

Work Phone

Is your agency a member of IIAT?

Employee Count

Annual Revenues (Commissions and Fees)

Are you a new owner or have you recently started your own agency? YesNo

Does your agency have a plan in place for when an E&O issue arises? Yes, we have a plan in place and a trusted point of contact for questions.We have a point of contact, but no formal plan.I think we have a plan, but it hasn’t been reviewed in a while.Not sure

Does your agency have operational procedures in place that support your growth goals and your E&O risk management plan? Yes, I am confident in our operational procedures.I am somewhat confident in our procedures. We should review them.We do not have sufficient or up to date procedures.Not sure

Does your agency have a defined strategy for sales and marketing that includes both online and traditional sales and marketing channels? Yes, we have a defined strategy that is reviewed and updated regularly.We have a strategy, although we have not focused on implementing it.We do not have a defined strategy.Not Sure

Does your agency have technology in place that supports your goals and is the technology sufficiently utilized? Yes, we are a technology forward agency.We have good technology in place. We are not using it to its full potential.Our technology could use an update.Not Sure

What areas of focus does your agency need help with? Please select all that apply. Hiring ToolsAgency TechnologyHuman ResourcesStrategic PlanningFinancial Management/Agency ValuationPerpetuation PlanningSales & GrowthProcess & WorkflowsAgency Culture

Please describe the challenges your agency is facing and what you hope to accomplish by consulting with IIAT?

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