How do you currently track your education agents?

Select the option that best describes your current system

Spreadsheets (Excel/Google Sheets)

Email folders and documents

Paper files

CRM system (not education-specific)

Education-specific agent management system

We don't have a formal tracking system

Where is your agent data stored?

Select all that apply

Multiple spreadsheets across different departments

Shared drive with various folders

Individual staff members' computers

Student management system

Centralized database

I'm not sure where all of it is

How long would it take you to produce a complete list of all agents, their contracts, and commission rates?

Under 5 minutes

30 minutes to 1 hour

Several hours

1-2 days

Several days or more

I honestly don't know if we could

Can you easily answer this question right now: "Which agent sent us the most students in the last 6 months?"

Yes, I can see it in a dashboard

Yes, but I'd need to run a manual report

Probably, but it would take some digging

No, we'd need to compile data from multiple sources

No, we don't track this

How do you currently manage agent due diligence?

Comprehensive checklist with documented evidence

Basic verification process

We check them out before signing

We rely on referrals

We don't have a formal process

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Full Name *

Email Address *

Organization *

Role/Title

Phone (optional)

Number of Active Agents