Novarica Agent Survey

Novarica is conducting a survey of agents who sell small business commercial lines about the online features of their top insurers. Your responses will be kept completely confidential and used in aggregate only. As a thank you for participating, you will be entered into a drawing to receive an iPod Touch (1 of 3). The first drawing will be held after 100 responses, the second after 300, and the third after 600, so your odds of winning are higher if you complete the survey earlier.

Novarica (www.novarica.com) is a research and consulting organization that advises insurers on technology strategy. Your responses will be used in aggregate only to help insurers understand agent viewpoints on various elements of distribution technology. Your individual responses will not be shared with insurers.

1. Please describe your role and business mix

	Role	Most of my business is...
About you	Please describe your role and business mix About you Role	Most of my business is...

2. What is your annual premium production?

	Your Individual Premium Production	Total Agency Premium Production
Annual premium production	What is your annual premium production? Annual premium production Your Individual Premium Production	Total Agency Premium Production

3. Who are your top three insurers (i.e., the three insurers with whom you personally place the majority of your business. If you are a principal, list the top three insurers for the agency.

Note: The pull-down menus contain the top 100 US commercial lines insurers. If your top insurer(s) are not listed, please use the "other" field to list first, second, and/or third.

	Insurer
First	Who are your top three insurers (i.e., the three insurers with whom you personally place the majority of your business. If you are a principal, list the top three insurers for the agency. Note: The pull-down menus contain the top 100 US commercial lines insurers. If your top insurer(s) are not listed, please use the "other" field to list first, second, and/or third. First Insurer
Second	Second Insurer
Third	Third Insurer

Others (please specify first, second, or third)

4. How would you rank these three insurers in each of the following areas in terms of their quality and ability to serve you as a distributor? 1=lowest 7=highest.

	First Insurer	Second Insurer	Third Insurer
Claims Services	How would you rank these three insurers in each of the following areas in terms of their quality and ability to serve you as a distributor? 1=lowest 7=highest. Claims Services First Insurer	Second Insurer	Third Insurer
Competitive Commission Rates	Competitive Commission Rates First Insurer	Second Insurer	Third Insurer
Competitive Product Offerings	Competitive Product Offerings First Insurer	Second Insurer	Third Insurer
Convenience	Convenience First Insurer	Second Insurer	Third Insurer
Relationship with Underwriter	Relationship with Underwriter First Insurer	Second Insurer	Third Insurer
Responsiveness	Responsiveness First Insurer	Second Insurer	Third Insurer
Speed of Policy Delivery	Speed of Policy Delivery First Insurer	Second Insurer	Third Insurer
Speed of Underwriting Decision	Speed of Underwriting Decision First Insurer	Second Insurer	Third Insurer

What other factor(s) if any make these your top three?

5. How would you rank your top insurers' agent web sites (agent portal) capabilities in each of the following areas in terms of their quality and ease of use?

1=lowest 7=highest

	First Insurer	Second Insurer	Third Insurer
Online app submission	How would you rank your top insurers' agent web sites (agent portal) capabilities in each of the following areas in terms of their quality and ease of use? 1=lowest 7=highest Online app submission First Insurer	Second Insurer	Third Insurer
Quick quote	Quick quote First Insurer	Second Insurer	Third Insurer
Full bindable quote	Full bindable quote First Insurer	Second Insurer	Third Insurer
Check underwriting status	Check underwriting status First Insurer	Second Insurer	Third Insurer
Online endorsements	Online endorsements First Insurer	Second Insurer	Third Insurer
Online policy changes	Online policy changes First Insurer	Second Insurer	Third Insurer
Online certs	Online certs First Insurer	Second Insurer	Third Insurer
View policies online	View policies online First Insurer	Second Insurer	Third Insurer
Submit a claim	Submit a claim First Insurer	Second Insurer	Third Insurer
Check claims status	Check claims status First Insurer	Second Insurer	Third Insurer
Check billing status	Check billing status First Insurer	Second Insurer	Third Insurer
Pay bill online	Pay bill online First Insurer	Second Insurer	Third Insurer
Check loss runs	Check loss runs First Insurer	Second Insurer	Third Insurer
Secure email with UW	Secure email with UW First Insurer	Second Insurer	Third Insurer
Online commission statement	Online commission statement First Insurer	Second Insurer	Third Insurer
Information about the company	Information about the company First Insurer	Second Insurer	Third Insurer
Availability of marketing materials	Availability of marketing materials First Insurer	Second Insurer	Third Insurer

Other capabilities (please specify for which insurer, first, second, or third)

6. How would you rank your top insurers' integration with your agency management system in each of the following areas in terms of quality of service and ease of use?

1=lowest 7=highest

	First Insurer	Second Insurer	Third Insurer
Upload Application	How would you rank your top insurers' integration with your agency management system in each of the following areas in terms of quality of service and ease of use? 1=lowest 7=highest Upload Application First Insurer	Second Insurer	Third Insurer
Quote Policy	Quote Policy First Insurer	Second Insurer	Third Insurer
Download Policy	Download Policy First Insurer	Second Insurer	Third Insurer
Download Commission Statement	Download Commission Statement First Insurer	Second Insurer	Third Insurer
Policy Status Inquiry	Policy Status Inquiry First Insurer	Second Insurer	Third Insurer
Billing Inquiry	Billing Inquiry First Insurer	Second Insurer	Third Insurer
Submit a Claim	Submit a Claim First Insurer	Second Insurer	Third Insurer
Claims Inquiry	Claims Inquiry First Insurer	Second Insurer	Third Insurer
Download Claims	Download Claims First Insurer	Second Insurer	Third Insurer

Other capabilities (please specify for which insurer, first, second, or third)

7. Which agency management system do you use?

Which agency management system do you use?

8. How often do you begin a new business quote transaction in a comparative rater?

How often do you begin a new business quote transaction in a comparative rater? All of the time

Most of the time

Some of the time

Rarely

Never

9. Which five capabilities provided by your top insurers are most important to you?

	Capabilities
Most Important	Which five capabilities provided by your top insurers are most important to you? Most Important Capabilities
Second	Second Capabilities
Third	Third Capabilities
Fourth	Fourth Capabilities
Fifth	Fifth Capabilities

Comments

*

10. Thank you for participating in the survey. In order to have your responses counted and to be eligible for the drawing, please enter your contact information below. Your personal information will not be shared without your direct consent.

Thank you for participating in the survey. In order to have your responses counted and to be eligible for the drawing, please enter your contact information below. Your personal information will not be shared without your direct consent. Name:
Company:
Title
ZIP/Postal Code:
Email Address:

11. May we use your email address to invite you to future surveys? We will not use it in any other way, sell it, share it, or try to sell you anything.

May we use your email address to invite you to future surveys? We will not use it in any other way, sell it, share it, or try to sell you anything. Yes, surveys are interesting.

No, thanks.

1. Novarica Small Commercial Agent Survey