Independent Insurance Agency Owner / Principal – Paid Research Interview

Mercor is recruiting owners and principals of independent insurance agencies in the United States for a paid, one-hour research interview about agency management software (AMS). Your insights will inform an industry study on how agencies choose, pay for, and use their management systems, and where automation and AI could help.

What the interview covers

• Which agency management system you use and why you chose it
• Approximate software spend and how purchasing decisions are made
• Whether you have switched systems or evaluated alternatives
• How your team handles renewals, certificates, endorsements and service work, including any outsourcing or virtual assistants
• Which tasks you would trust automation or AI to handle, and how you would prefer to pay for it

We only ask for approximate ranges, never confidential documents or client data.

You are a strong fit if you

• Own, co-own or lead (or did so within the last 24 months) a US independent P&C and/or employee benefits agency, typically 1–24 employees
• Make or approve decisions about your agency management system (e.g. HawkSoft, EZLynx, NowCerts / Momentum AMP, QQCatalyst, Applied Epic, Vertafore AMS360 or Sagitta)

Details

• One 60-minute remote video or phone call, scheduled at your convenience
• A short one-page prep sheet is shared beforehand
• Compensation: $450 for the completed interview
• The study sponsor is not disclosed

Where you can work

This role is 100% remote, for applicants located in United States.