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Is Your Business Built to Scale?

When someone requests a quote or information, how quickly do you typically respond?

Within 5 minutes

Within an hour

Later that day

Sometimes not at all

How often do you experience no-shows or rescheduled appointments for policy reviews or client meetings?

Rarely — my calendar is automated and reminders go out

Sometimes — manageable but annoying

Often — it costs me serious time and lost business

How do you currently handle policy renewals and cross-sells?

Fully automated reminders and follow-ups

Manually (calls/emails) — it’s a lot of work

I sometimes forget or lose track

I don’t really have a system

How confident are you that you know where every lead and client stands right now?

Very confident — I can see everything at a glance

Somewhat confident — but I rely on spreadsheets, notes, or memory

Not confident — I often lose track of clients or opportunities

On average, how many hours a week do you spend on admin tasks (calls, emails, scheduling, follow-ups) instead of selling policies?

Less than 5

5–10

10–15

More than 15

Which of these feels like your biggest pain point in your practice?

Losing leads because I can’t follow up fast enough

Too much wasted time on scheduling and reschedules

Missing renewals or cross-sell opportunities

I’m working harder but not growing faster