Agency Quote

Take EQP’s Online Survey Below

1.) Agency Information

2.) Do You Use Applied Systems Agency MGT Software?

If Yes, Which One?
IF NO, SORRY, WE DO NOT SUPPORT OTHER MANAGEMENT SYSTEMS AT THIS TIME. THANK YOU FOR VISITING OUR WEBSITE!

3.) Do You Use a Third Party Document Management System (i.e. Paperwise of ETFile)?

YesNo

4.) What is Your Agency Structure?

Are You in a Trust State?YesNo

5.) What Is the Breakdown Between Your Agency Bill & Direct Bill Income?

6.) What Is Your Total Commission Income By Line? - Please do not include Contingency/Bonus Income






TOTAL COMMISSION INCOME:
Excluding Contingency/Bonus

7.) Which Tasks Would You Like to Outsource? - Optional Section
*CHECK ALL THAT APPLY*

Agency Bill ReconciliationDirect Bill Record/ReconciliationDepositsDisbursementsProducer PayablesMonth End

8.) Are You Looking for Year-Round Services or a Project Term?
*CHECK AT LEAST ONE OR BOTH*

Year - RoundProject Term

9.) What is Your Estimated Start Date?

10.) How Did You Hear About EQP!?

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