Know who to call first.
Seven16 Survey turns short, vertical-specific surveys into scored commercial insurance prospects — so producers know who is worth their time, why they matter, and what to say next.
The survey is not the sale. It is the signal — and the signal tells you how to follow up. See what a signal is →
Four done-for-you packs live today — Commercial Trucking, Restaurant & Food Service, HVAC & Mechanical Contractors, and a DOT Carrier scorecard. More verticals on the roadmap.
Live in about ten minutes.
No sales call, no onboarding meeting, no data migration. Sign up, pick a vertical, and you have a working link before your coffee's cold.
Sign up free
No card. Under a minute.
Pick a pack
Trucking, restaurant, HVAC, or more.
Get your link
Branded, trackable, ready to send.
Send it anywhere
LinkedIn, text, email, a QR code.
See it scored
A real, prioritized prospect lands in your dashboard.
One placed account pays for years, not months.
At $19/mo ($228/yr), the math isn't close enough to argue about. We priced it so a single bound policy makes the subscription a rounding error.
Illustrative math based on a typical $20,000 annual premium at 15% commission — your numbers will vary by book and product. Seven16 Survey helps you prioritize follow-up; it does not place accounts or guarantee results.
Most commercial prospecting starts with too little context.
A trucking company, restaurant owner, or HVAC contractor may agree to talk, but the agent still has to spend the first call figuring out what the business does, what coverage they have, what they are worried about, and whether there is real urgency. Seven16 Survey gives agents a better starting point.
From survey response to sales action.
Seven16 Survey combines vertical-specific prospect surveys with scoring, follow-up briefs, activation stages, and dashboard visibility. Agents can see who completed a survey, which prospects are urgent, what to say next, and whether the opportunity is moving. This is not a generic lead form — it is a commercial insurance prospect activation workflow.
The survey is not the sale. It is the signal.
A completed survey does not hand you a quote or an appointment. It hands you a read on who is worth a conversation, why they matter, and what to say next. Activator helps producers detect commercial insurance buying signals before the prospect is ready to formally shop — so you follow up with context instead of a cold open.
Written for the trade, not adapted from a generic template.
Every question, tier, and follow-up brief is tuned to the risk language of the vertical — because a trucking prospect and a restaurant prospect don't have the same fears.
Commercial Trucking
Fleet size, authority type, cargo class, and the losses that actually drive premium.
Preview the pack →
Restaurant & Food Service
Liquor liability, delivery exposure, and the claim patterns that surprise owners at renewal.
Preview the pack →
HVAC & Mechanical Contractors
Subcontractor exposure, tool schedules, and certificate requirements — built for the trade.
Preview the pack →Ten components, coordinated end-to-end.
A pack is not just a survey. Each vertical activation pack ships with everything an agent needs to launch a campaign, follow up with intelligence, and track activation to bound business.
Why not just use a form builder?
Form builders collect answers. Seven16 Survey gives commercial agents a vertical campaign — coordinated end-to-end. Generic tools cannot replicate insurance-native scoring formulas, ACORD-mapped pipeline stages, or TCPA-aware compliance gates without years of domain expertise.
A simple workflow that makes the first conversation sharper.
Choose the vertical survey.
Select the survey that matches the prospect's business: trucking, restaurant/food service, or HVAC/mechanical contracting.
Send the agent-branded link.
Share the survey by email, text, LinkedIn message, QR code, website, referral follow-up, or renewal campaign.
The prospect answers 7 practical questions.
The questions are written in plain business language and focus on operation type, coverage concerns, loss history, pain point, and urgency.
Seven16 Survey scores the response.
The system evaluates coverage risk, buyer intent, fit, and lead priority instead of relying on one generic score.
The agent receives a follow-up brief.
The agent sees the prospect's result, pain point, urgency, top signals, suggested opening angle, discovery questions, and next recommended action.
The prospect moves through activation stages.
Track whether the prospect was contacted, booked a review, showed for the review, requested a quote, bound coverage, moved to nurture, or was lost.
The dashboard shows what is working.
Agents and admins see where the process is converting and where it is getting stuck.
Survey completion is not the finish line.
A completed survey is only useful if it leads to action. Seven16 Survey tracks the stages that matter after the prospect submits their answers — giving agents and agency leaders visibility into whether the survey program is producing real pipeline movement, not just form submissions.
Built for the commercial classes agents actually want to write.
Each survey is designed around a specific commercial vertical and captures signals that help agents prioritize, prepare, and follow up with relevance.
See which prospects need action now.
Seven16 Survey gives agents a practical view of survey activity, hot prospects, follow-up status, and pipeline movement. If hot prospects are waiting too long for follow-up, the system flags it.
See which agents are turning survey interest into production activity.
For agency leaders, wholesalers, MGAs, and program teams, Seven16 Survey provides visibility into agent adoption and prospect activation. See which agents are sending surveys, which verticals are working, where prospects are getting stuck, and which agents may need coaching.
Give producers the opening angle before they call.
Every completed survey can generate a follow-up brief that helps the agent start with relevance instead of a generic pitch.
Make the prospect warmer before the review.
When a prospect books a review, Seven16 Survey can support the next step with confirmation, what-to-expect messaging, vertical-specific checklists, and reminders that help reduce no-shows and improve the quality of the call.
Know who to call first — starting with one vertical.
Pick the class you already want to grow. Share the survey. Each completion comes back scored and prioritized, with a recommended next step — so you know who matters, why, and what to say. No card required.
Seven16 Survey is designed for commercial insurance prospecting and activation. It is not a quote, underwriting decision, or coverage determination tool.