CRM and automation readiness check for your agency
The tool
The question it answers: How ready is our agency for a CRM and automation, and where should we start?
Runs in your browser, and the numbers you enter are not sent to a server.
How it's calculated
- Each statement gets 0 (not yet), 1 (partly) or 2 (yes). The score is the sum, out of 20.
- Levels: up to 6 points is just starting, 7 to 13 is on the way, and 14 to 20 is ready to go.
- The chart: for each of the five areas (two statements per area) it shows the sum out of the maximum possible in that area.
- Steps: up to three statements you answered “not yet” or “partly”, sorted so that “not yet” comes first, then by the order of the statements.
Starting values: The tool opens with no answers marked, and the score updates as you answer.
How to use the result
Answer the statements as things are today, not as you would like them to be. A true “partly” is better than an aspirational “yes”.
Read the chart to see which area is relatively weak, and the steps to choose one small step to begin with.
Do not try to close all the gaps in one day. Choose one step, and come back after a month to check again.
What the result does not say
- The tool is not an official measure and does not compare you with other agencies. It organises your answers into one picture.
- The score does not indicate fit with a particular product or provider, and it is not a substitute for checking with your compliance officer on consents and record-keeping.
The tool illustrates a result from the numbers you enter. It is not an industry measure, a comparison with other agencies or a promise of savings or results.
Frequently asked questions
Is there a “good” score?
There is no score that counts as good or bad in an absolute sense. The levels are a way to organise your answers, and what matters is what appears in the steps: what you can fix first.
Are my answers saved or sent?
No. The tool runs in your browser, and the answers are not sent to a server. The reset button clears them.
Further reading
The article that explains the topic in depth:
Further reading
More articles related to this tool:
How to Choose a CRM for an Insurance Agency: Buyer's Guide, Checklist and Comparison
A buyer's guide for insurance and pension agencies: criteria, demo questions, and a fair picture of spreadsheets, generic CRMs and insurance-specific systems, sourced from the vendors' own sites.
The 360° Client View: An Agent's Playbook
One client card joining pension, insurance, investments and real estate: what to check before every meeting, and which triggers justify reaching out first.
Terms used in the tool
Short definitions in the glossary:
More tools
- Agency admin hours-saved calculator
- Sales funnel calculator for insurance agencies
- Sales pipeline health check for your agency
- Lead response time model: what a faster reply could change
Want to go through the first steps together?
We will go through your process, from lead to signature, and see which parts it makes sense to move first.
