Insurance Agency Operations & Finance Leader – Paid Research Interview

Mercor is recruiting operations and finance leaders from US independent insurance agencies and brokerages 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 run their management systems, and where automation and AI could help.

What the interview covers

• Which agency management system your agency uses, who chose it and why
• Approximate annual software spend and how contracts are approved
• Switching or evaluating systems, and what drove the decision
• Staffing for renewals, certificates, endorsements and service work, and use of outsourcing or virtual assistants
• What savings or capabilities would justify adopting AI-enabled tools, and preferred pricing models

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

You are a strong fit if you

• Are, or were within the last 24 months, a COO, CFO, Controller, VP/Director of Operations or Agency Manager at a US independent P&C and/or employee benefits agency, brokerage or agency group
• Have budget or operational responsibility for the agency management system (e.g. Applied Epic, Vertafore AMS360, Vertafore Sagitta, EZLynx, QQCatalyst, HawkSoft or NowCerts)
• Operations leaders at wholesale brokerages are also welcome to apply

Details

• One 60-minute remote video or phone call, scheduled at your convenience
• A short one-page prep sheet is shared beforehand
• Compensation: $380 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.