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The most useful inquiry tells us four things:
- Which AMS you run (Applied Epic, HawkSoft, EZLynx, or something else) and roughly how long you have been on it.
- The workflow you want to start with: renewals, certificates, quote intake, or service requests.
- Your commercial book in round numbers: number of commercial accounts, top five carriers by premium.
- Who would review the agent's work during the first weeks, and how many hours a week they could give it.
If you are on a different AMS, or you are a personal-lines-heavy agency, say so; we will tell you honestly whether we are the right fit. If you are interested in a reference-customer arrangement, mention it.
We do not sell your details, add you to a newsletter, or hand you to a sales sequence. You get a reply from the engineer who would do the work.