SURVEY: Pre-Workshop Questionnaire (Online) Step 1 of 4 25% Welcome to the Ivy Consulting Group Survey This short survey is designed to help us tailor your upcoming presentation and provide you with a more personalized, meaningful experience. It will take less than 5 minutes to complete, and your responses will help shape the content based on your interests, goals, and questions about the insurance industry. To begin, please use your preferred email address. This email will automatically create a free account on our website and cannot be changed later. Your account will give you access to exclusive tools and resources — including an online class based on the book So You Want to Be an Insurance Agent — designed to help you launch and grow a highly successful career in insurance. We sincerely appreciate your participation — thank you! Purchase the Book on Amazon Ready to begin?(Required) Yes BACKGROUNDThis field is hidden when viewing the formSurvey IDThis field is hidden when viewing the formDate MM slash DD slash YYYY Do you currently have an account on our website?(Required) No Yes Username(Required)Password(Required) Enter Password Confirm Password Name(Required) First Last Email(Required)Please use your primary email (it cannot be changed). Organization Hosting WorkshopPlease list the organization you are a member that is hosting this event.Are you currently working in the insurance industry? Yes No Will be soon Company NameWebsite Your Current RoleSelect all that apply. Intern Agent Claims Customer Service Executive Sales: Contract Sales: Employee Underwriting IT or Technology Other Your Desired Role (if applicable)Select all that apply. Intern Agent Claims Customer Service Executive Sales: Contract Sales: Employee Underwriting IT or Technology Other Are you planning on attending the live workshop?(Required) Yes No, but watching recording (if available) No SURVEYSelect how you purchase your own insurance products.Referring to your personal lines insurance like auto, home, or renters insurance. I buy direct. I buy from an insurance agent. I am buy some direct and some from an agent. I am not certain. I have not purchased insurance. A career in insurance offers strong long-term earning potential.Strongly disagreeDisagreeNeutralAgreeStrongly agreeThe insurance industry is outdated and slow to adapt to technology.Strongly disagreeDisagreeNeutralAgreeStrongly agreeInsurance work makes a meaningful difference in people’s lives.Strongly disagreeDisagreeNeutralAgreeStrongly agreeI would prefer to work in a field that allows for flexibility and entrepreneurship.Strongly disagreeDisagreeNeutralAgreeStrongly agreeProfessional insurance agents will continue to play a major role in the sale and distribution of products for many years to come.Strongly disagreeDisagreeNeutralAgreeStrongly agreeAdvancements in technology like artificial intelligence (AI) will soon eliminate the role of the insurance agent.Strongly disagreeDisagreeNeutralAgreeStrongly agreeMost insurance agents do a great job.Strongly disagreeDisagreeNeutralAgreeStrongly agree DISCUSSION TOPICSTo make our time together as meaningful as possible, please let us know what discussion topics you would like us to cover during our presentation. We will do our best to incorporate your question(s) into our program.Rank these discussion topics you would like the presenter to cover based on most important to least.Choosing Your Future Career (not specific to insurance)Different Insurance Career PathsAgency Ownership: How to get hiredAgency Ownership: Captive or IndependentAgency Ownership: How to be successfulMotivating Your TeamMotivating YourselfThe Future of the Industry: AI's Impact on InsuranceThe Psychology of SalesAdditional Topics or QuestionsPlease feel free to ask additional questions or provide topics you would like to hear discussed during our conversation.
