Insurance Agency Ops & Finance Research Interview at Mercor

Insurance Agency Operations & Finance Research Interview | $380/hr | Remote (US)

About the interview

Take part in a paid, one-hour research interview about agency management software (AMS) for US independent insurance agencies and brokerages. Your insights will inform an industry study on how agencies choose, pay for, and run their management systems, and where automation and AI could help.

What the interview covers

• Which agency management system your agency uses, who chose it and why
• Approximate annual software spend and how contracts are approved
• Switching or evaluating systems, and what drove the decision
• Staffing for renewals, certificates, endorsements and service work, and use of outsourcing or virtual assistants
• What savings or capabilities would justify adopting AI-enabled tools, and preferred pricing models

You will only be asked for approximate ranges — never confidential documents or client data.

Who can apply

• You are, or were within the last 24 months, a COO, CFO, Controller, VP/Director of Operations or Agency Manager at a US independent P&C and/or employee benefits agency, brokerage or agency group
• You have budget or operational responsibility for the agency management system (e.g. Applied Epic, Vertafore AMS360, Vertafore Sagitta, EZLynx, QQCatalyst, HawkSoft or NowCerts)
• Operations leaders at wholesale brokerages are also welcome

Pay and schedule

• One 60-minute remote video or phone call, scheduled at your convenience
• A short one-page prep sheet is shared beforehand
• Compensation: $380 for the completed interview
• The study sponsor is not disclosed