Tell us about your agency
Details that make an agency support quote accurate
- Lines of business: personal, commercial, benefits or a mix, plus any specialty programs.
- Systems: your agency management system, comparative raters, certificate platform and main carrier portals.
- Volume: rough weekly numbers for renewals, certificates, change requests or download exceptions.
- Hours: whether the work has to happen during your business hours or can run overnight.
- Licensed tasks: which tasks your agency treats as licensed, so they stay out of scope from the start.
Not sure which tasks to include? The pages on renewal preparation and AMS cleanup describe typical routines.
What happens after you send the form
Your request goes to a service partner that provides this support. A specialist will reply by email or phone to confirm scope, then send a written proposal. You aren't committed to anything until you accept it in writing. Our privacy policy explains how your details are handled.