Your first survey, end to end, in about 10 minutes.
Four steps. Plain English. No insurance jargon. By the time you finish this page, you will have a branded survey link to share and a clear picture of what happens when a prospect submits.
- Pick your vertical
Choose the survey that matches the prospect.
We have four surveys ready to send today. Pick the one that matches the kind of business you want to talk to. Each survey is 7 questions, plain language, about 3 minutes for the prospect to finish.
Do this
- Open the survey library and skim the four surveys.
- Click the one that fits the prospect — trucking, restaurant, HVAC, or carrier scorecard (for trucking carriers reviewing their compliance posture).
- Read the questions on the survey detail page so you know what your prospect is going to see.
You end here
You know which survey you are about to send and what the prospect is going to be asked.
- Grab your link
Get a survey link with your name on it.
Every survey link can carry your agent slug. When a prospect submits, the response is attributed back to you — not to the agency, not to the platform.
Do this
- Take the survey start URL — for example, https://seven16survey.com/surveys/trucking/start
- Add ?agent=your-slug to the end (your slug is what we assign you on day one — e.g. ?agent=jdoe).
- Add UTM tags so you know which channel worked — e.g. &utm_source=linkedin&utm_medium=dm. Skip this if you are not sure yet; defaults still work.
- Final shape: https://seven16survey.com/surveys/trucking/start?agent=jdoe&utm_source=linkedin&utm_medium=dm
You end here
You have a one-line URL that you can paste into a LinkedIn message, an email, a text, or a QR code.
- Send the link
Share it the way you already prospect.
Best result: a short, plainly-written LinkedIn DM that opens with the prospect's business, then invites them to take a 3-minute coverage checkup. No hard pitch, no application, no quote request.
Do this
- Paste your link into LinkedIn DM, LinkedIn post, email, text, or a QR code on a flyer.
- Lead with one sentence about their business. Example: "Saw you run a regional reefer fleet out of Indy. Built a 3-minute coverage checkup for trucking — want to see where you stand?"
- LinkedIn will auto-render a preview card with the survey branding when you paste the link. That preview tells the prospect this is a real tool, not a phishing link.
- If the prospect asks what it is: it is a 3-minute coverage checkup, not a quote and not an application. They will see a tier (e.g. "Coverage Gaps Likely") and a recommendation.
You end here
The link is out. The prospect clicks it, sees a clean survey on their phone or laptop, and submits.
- Open the call with context
Read the brief. Then make the call.
When the prospect submits, we generate a result tier, a lead priority score, a recommended next action, and surface their full answer set on the lead record — so you can see what they are worried about and how urgent it is before you call.
Do this
- Sign in to your Producer Portal at /portal/sign-in — your private workspace shows live completion counts the moment they land (email alerts coming soon).
- Each scored prospect carries a tier (Coverage Gaps Likely, High Exposure, etc.), a lead priority score (0-100), a recommended action, and the full answer set. The per-prospect brief view is rolling out to the portal; today those briefs are surfaced for follow-up so your Hot prospects don't wait.
- Lead Priority 80+ = same-day call. 60-79 = within 1 business day. 40-59 = nurture cadence. Below 40 = long-term list.
- Open the call by referencing the prospect's actual concerns — premium movement, certificates, claims, capacity. Skip the generic discovery script.
You end here
Your first conversation starts on the topic the prospect already cares about. You sound prepared because you are.