Twelve questions about whether you can answer the operating questions about your own book — retention, concentration, loss ratio, renewal completion, E&O exposure — in under 5 minutes. The data is in your AMS. The architecture and rhythm to surface it usually isn't.
For each question, pick the option that's most honest about your current state — not the report you could pull if someone spent a day in the AMS, not the dashboard you're planning to build. The answer is most useful when it surfaces what isn't actually trustworthy yet.
Answer the questions above — your visibility report renders here once you're done.
If the scorecard surfaced blind spots, the next step is an AI Workflow Map aimed at an agency like yours: bring the three workflows that hurt most — commissions, certificates, renewals — and walk away with current-state, the tool stack with real pricing, build and run cost, ROI, and a verdict on each. $4,000, four weeks. The fix is process and architecture, not a new AMS. Not sure where to start? A free 30-minute call sorts it.
See the AI Workflow Map →