For agency principals

See whether survey activity is becoming pipeline.

A survey program is only valuable if it produces real action. Seven16 Activator shows whether producers are following up, prospects are booking reviews, and opportunities are converting.

For an agency principal, the value is visibility. See which producers are sending surveys, which prospects are hot, how fast follow-up happens, where the funnel is breaking, and whether survey responses become coverage reviews, quotes, or bound business.

Request agency access See how it works

What you see

Agent adoption
Survey completions by agent
Hot prospects by vertical
Agent response speed
Survey-to-review rate
Review-to-quote rate
Quote-to-bind rate
Stuck prospects
Coaching needed
Top-performing verticals
Case study candidates

Outcome

A repeatable prospecting workflow for producers — and the visibility you need to manage it.

Value

Why this works for your role.

Producer adoption visibility.

Track which agents are sending surveys, how many prospects are completing them, and how fast each producer is responding to hot leads.

Conversion at every stage.

Survey-to-review rate, review-to-quote rate, quote-to-bind rate. The constraint becomes obvious instead of buried in CRM noise.

Coaching opportunities.

When a producer has 10+ completed surveys but no booked reviews, Seven16 Activator flags it. Coaching conversations get specific.

Stuck-prospect alerts.

Completed surveys without follow-up, booked reviews without show status, quotes without delivery — the dashboard surfaces stalled opportunities before they go dark.

Vertical-mix intelligence.

See which commercial classes are working: trucking, restaurants, contractors. Double down on what produces; refine what does not.

First-value tracking.

Know when each producer hits their first completed survey, first review, first quote, first bind. Activation milestones are measurable.

Seven16 Activator is designed for commercial insurance prospecting and activation. It does not determine coverage, replace licensed insurance review, or guarantee binding outcomes.