Is your insurance agency ready for today’s tech smart insurance prospect and customer?
1. Does your agency use an AI tool such as ChatGPT, Gemini, or Co-pilot to help create content, documents, scripts, and templates?
Yes
No
2. Does your agency utilize CRM workflows to consistently communicate with prospects and customers?
Yes
No
3. Does your agency consistently utilize an Appointment Scheduler Tool when scheduling appointments with prospects and customers?
Yes
No
4. Have you created and posted Search Engine Optimized video(s) content on your website?
Yes
No
5. Does your agency have an updated Google For Business Profile?
Yes
No
6. Does your agency appear on Google Maps?
Yes
No
7. Have you added ALL of the products and services your agency provides to your Google for Business Profile?
Yes
No
8. Do you have an agency Introduction Video that is posted on YouTube and embedded on your website?
Yes
No
9. What social networking platforms do you have a profile on?
LinkedIn
Facebook
Instagram
X (Twitter)
10. Do you have SEO-focused social networking articles and blogs on your website?
Yes
No
11. Do you have SEO-focused social networking articles and blogs on your social networking platforms?
Yes
No
12. Does your agency utilize a text-based AI chatbot that helps answer questions about your insurance agency, and that your staff can use to get basic answers about insurance questions they might have?
Yes
No
13. Does your agency utilize an agency-branded mobile app that customers can use to perform self-service tasks such as: getting proof of insurance, paying a bill, or seeing the status of a filed insurance claim?
Yes
No
Your Score
First Name
Last Name
Email
*
Phone
*
What products does your agency sell?
Auto Insurance
Home Insurance
Commercial Insurance
Life Insurance
Health Insurance
Senior Products (Medicare / Medicare Advantage)
Financial Services (e.g. investments)
Other insurance products
SUBMIT
Copyright © 2025 • Inspire a Nation Business Mentoring a Williams Family Investment Group Company •
Privacy
