Your setup — LeadPilotOS

Questions marked * are required.

You and your agency

So we know who to follow up with.

Your name *

Work email *

Best phone number

Agency name *

Your role

OwnerOffice or sales managerAgentOther

State(s) you write business in

Agency type

CaptiveIndependentHybrid

Main carrier or franchise

AllstateState FarmFarmersAmerican FamilyNationwideSeveral carriersOther

How many people will use LeadPilotOS?

Just me2–56–1011–2526+

Lines you sellPick any

AutoHomeRentersLifeHealthCommercialMedicareOther

Phones and calling

Calling runs through your existing phone system wherever we can.

Phone provider *

RingCentralNextivaDialpad8x8VonageZoom PhoneGoTo ConnectOomaTwilioCarrier-provided systemCell phones onlyOtherNot sure

What does your team call from?Pick any

Desk phonesComputer (softphone)Cell phonesHeadsets

Desk phone brand

YealinkPoly / PolycomCiscoGrandstreamNo desk phonesOtherNot sure

Do you use a dialer today?

No, we dial by handClick-to-callPower or auto-dialerOther

If so, which dialer?

Phone numbers your agency uses

12–56–2020+

Do you record calls?

YesNoWe’d like to

Texting

Business texting needs a registered number, so we check this early.

Texting (SMS) provider *

Same as my phone providerTwilioPodiumSimpleTextingEZ TextingTextlineThrough my CRMPersonal cell phonesWe don’t textOtherNot sure

Is your texting number registered (A2P 10DLC)?

YesNoNot sure

Texts sent per month

Under 500500–2,0002,000–10,00010,000+Not sure

Leads

Where new leads come from and how they reach your team.

Lead sourcesPick any

EverQuoteSmartFinancialQuoteWizardMediaAlphaGoogle AdsFacebook / Instagram adsWebsite formReferralsWalk-ins and callsOther

New leads per month

Under 100100–500500–2,0002,000+

How do leads reach you today?Pick any

EmailStraight into our CRMVendor’s own portalSpreadsheetPhone transfersOther

CRM and agency software

What we may bring your book of business in from, or work next to.

CRM or sales system

AgencyZoomSalesforceHubSpotGoHighLevelInsureioSpreadsheetsNoneOther

Agency management system

Applied EpicHawkSoftEZLynxAMS360QQCatalystNowCertsCarrier system onlyNoneOther

Comparative rater

EZLynx RaterITC TurboRaterPL RatingCarrier quoting onlyNoneOther

Email and calendar

Google WorkspaceMicrosoft 365 / OutlookOther

Roughly how many active customers?

Under 1,0001,000–5,0005,000–15,00015,000+Not sure

Can you export your customers and policies?

YesNoNot sure

What matters most

Helps us set up the right things first.

What should LeadPilotOS connect to first?Pick any

Phones and callingTextingLead sourcesCRM or book importEmailCalendarReporting

When are you hoping to switch?

As soon as possibleWithin 1–3 months3–6 months outJust exploring

Anything you must have before switching?

One last thing

How did you hear about us? *

Google searchFacebook or InstagramLinkedInYouTubeAnother agent or agencyCarrier or franchise contactConference or eventEmail or call from usOther

Who referred you, or where did you see us?

Anything else we should know?

Website

Your answers go only to the LeadPilotOS team and are used to plan your setup. We never sell them.

Tell us about your setup.