| Participant | Role / Company | Channel | Pain | Intent | Insight |
|---|---|---|---|---|---|
MC Marcus Chen | Owner · Chen Insurance Group | 9/10 | 8/10 | Setup for existing AMS took 9 months. Would switch tomorrow for something simpler. | |
PR Priya Ramanathan | Producer · Ramanathan & Assoc. | Calendly call | 8/10 | 7/10 | Loses 2 renewals a month due to bad follow-up cadence. |
JM Jake Morrison | Solo Agent · Morrison P&C | DM | 9/10 | 9/10 | Would pay $150/mo if it drafted renewal emails automatically. |
DW Dana Whitfield | Owner · Whitfield Life | DM | 7/10 | 6/10 | Concerned about AI compliance in Life insurance. Wants review-before-send. |
RN Rob Nakamura | Producer · Nakamura Agency | 8/10 | 7/10 | Currently juggles 3 tools. Any consolidation is a win. | |
SB Sasha Bell | Solo Agent · Bell Insurance | 9/10 | 8/10 | Retention is her #1 metric. AI-driven renewal alerts would be worth $200/mo. | |
LO Luis Ortega | Owner · Ortega Family Ins. | 6/10 | 5/10 | Happy with current setup but curious. Not urgent. |
Repeated patterns across your interviews
"I lost $12k in commissions last year to missed renewals."
"Onboarding my last CRM took a full quarter."
"I'd let AI draft it — I just want the final say."
"Anything client-facing has to be auditable."
"I can't get a clean export without paying a consultant."