Insurance Agency Owner – Paid Research Interview at Mercor
posted 5 hours agoInsurance Agency Owner or Principal | $450 for one 60-minute interview | Remote (US)
Mercor is recruiting owners and principals of US independent insurance agencies for a paid one-hour research interview about agency management software (AMS). Your insights will inform an industry study on how agencies choose, pay for, and use their management systems, and where automation and AI could help.
What the interview covers
- Which agency management system you use and why you chose it
- Approximate software spend and how purchasing decisions are made
- Whether you have switched systems or evaluated alternatives
- How your team handles renewals, certificates, endorsements and service work, including any outsourcing or virtual assistants
- Which tasks you would trust automation or AI to handle, and how you would prefer to pay for it
Only approximate ranges are requested — never confidential documents or client data.
Who should apply
- You own, co-own or lead a US independent P&C and/or employee benefits agency, or did so within the last 24 months (typically 1–24 employees)
- You make or approve decisions about your agency management system, such as HawkSoft, EZLynx, NowCerts / Momentum AMP, QQCatalyst, Applied Epic, Vertafore AMS360 or Sagitta
Format and pay
- One 60-minute remote video or phone call, scheduled at your convenience
- A short one-page prep sheet is shared beforehand
- Compensation: $450 for the completed interview
- The study sponsor is not disclosed
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.