Insurance Agency Software Survey – 10 Minutes, Paid

Mercor is inviting professionals at US independent insurance agencies to take part in a short, paid online survey (about 10 minutes) about agency management software (AMS). Your answers 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 survey covers

• Your agency's current management system and how satisfied you are with it
• Approximate software spend (in ranges)
• Switching and evaluating systems
• Staffing and outsourcing for service work
• Which automation and AI features would be most valuable, and reactions to a few short product concepts

No confidential documents or client data are requested.

Who can take part

• Owners/principals, operations leaders, system/technology leads and service team leads at US independent P&C and/or employee benefits agencies, including network members and PE-backed agency groups
• Your agency's primary management system is one of: Applied Epic, EZLynx, Vertafore AMS360, HawkSoft, NowCerts / Momentum AMP, QQCatalyst or Vertafore Sagitta
• One response per agency

How it works

• Complete a 2-minute eligibility screener now
• Eligible participants receive a personal survey link when the survey opens (late November)
• Compensation: $69–$118 per completed, valid response, depending on your agency's system
• The study sponsor is not disclosed

Where you can work

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