Call with LeverEdge - Insurance Agents

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Hey! We're a venture-backed fintech company that has saved consumers over $25M on student loans, and we're starting to look into the insurance industry. We're exploring tools that can help insurance agents get more leads, retain more clients, and optimize cross-selling of new products. We'd like to give you $25 for a 30 min conversation to better understand your needs. Please fill this form if you are interested so we can contact you.

Name *

Age *

Email *

How many years have you work as an Insurance Agent? *

What type of insurance agent are you? *

Captive Agent (Work with only one insurance company)

Independent Broker (Work with many insurance companies)

Other

What type of insurance do you sell? (list all that apply) *

Property & Casualty

Life

Health

Other

Required

What's your main source of new customer acquisition? *

Referrals from existing clients

Paid Internet leads

Social media

Events

Other:

Roughly, What % of your new customers come from referrals? *

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