AI Readiness Quiz for Insurance Agents

Answer 10 quick questions to discover your AI readiness score and get a personalized tool stack recommendation for your agency. Takes about 2 minutes.

Question 1 of 10

How often do you currently use AI tools (ChatGPT, Claude, etc.) in your insurance work?

Question 2 of 10

How comfortable are you with learning new technology?

Question 3 of 10

How many policies do you currently have in force?

Question 4 of 10

What lines of insurance do you sell?

Question 5 of 10

How many client emails and prospecting messages do you send per week?

Question 6 of 10

How active is your agency's marketing (social media, blog, email newsletters)?

Question 7 of 10

What's your monthly budget for AI and software tools?

Question 8 of 10

How automated is your current workflow (CRM, email sequences, renewal reminders)?

Question 9 of 10

How do you currently handle compliance documentation (E&O, declinations, meeting notes)?

Question 10 of 10

What's your primary growth goal for the next 12 months?

Your AI Readiness Score

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