What the twelve questions cover

Four questions on each of the three places brokerages leak.

Every question is about something that has already happened in your business. Nothing to rate out of five, nothing to look up, nothing to guess at.

01 · Four questions

Pipeline and follow-up

How fast enquiries get answered, what happens when a client goes quiet, whether you can see every live opportunity, and how renewals get tracked.

02 · Four questions

Admin and time

How many times the same detail gets retyped, where the repetitive hours go, where documents end up, and whether the work survives your best operator taking leave.

03 · Four questions

AI and client data

What rules exist for AI tools, whether you would know if they were ignored, how quickly you could answer a client information request, and what your privacy policy says.

This is worth two minutes if

Enquiries get answered when someone has time rather than straight away.
Follow-up after a quote depends on whoever remembers.
The same details get typed into more than one system.
Renewal dates are tracked in more than one place.
Your team is using AI and there is nothing written down about it.
Most of how the work gets done sits in one person's head.

See where you stand

What it is not

Not a pitch. Nobody rings you unless you ask them to.
Not a report that lands in a fortnight. The answer is on the screen when you finish.
Not a download. Nothing to open, nothing to print.
Not another generic AI readiness quiz with the word broker dropped in.
Not a reason to buy more software. Most brokerages already have enough.

You may already know something feels clunky. This puts a number on it and tells you where it is coming from.

About Mark

I ask these questions because I have had to answer them.

So when a broker tells me the aggregator CRM does not talk to the accounting system, the compliance file lives in three places, and half the team is quietly using ChatGPT, I do not need it explained. That is why the scorecard asks what it asks. It is not a generic AI readiness quiz with the word broker dropped in. Every question is something I have watched go wrong in a real business.

Until Jul 2026
Inside an energy brokerage, on the platforms and development team, building systems and fixing workflows for the sales, support and marketing teams every day.
7 years
Banking, before that. Long enough to know what a compliance obligation feels like from the inside rather than from a checklist.
Now
MarkAndo full time. Commercial, asset finance, insurance and energy brokerages, from the Gold Coast, working Australia-wide.

Brokerage until Jul 2026
7 years in banking
Gold Coast · Australia-wide
Teams of 5 to 50

People I have worked with

The same feedback, from three different industries.

Mark integrated with Watt Utilities well; he is a team player, and he had a great understanding of Ai and Claude. We wish him all the best in his future endeavours.

Michael Newton

Watt Utilities · Energy broking

When I worked with Mark it was my job to inspire him, and constantly I found him inspiring me. His customer focus and his ability to bring a customer inside was something I enjoyed every day.

Craig Southam

Executive search · Sales enablement

Mark is a highly dependable and skilled professional. He has a keen eye for detail and a strong analytical mind that allows him to identify and solve complex problems. An excellent communicator.

Iyan Barry

General Manager IT · Safe Places for Children

What happens next

Nothing you do not ask for.

The score is yours and there is no obligation attached to it. If you want to go further, here is the whole ladder with the prices on it.

Step one

The scorecard

Free, and it stays free. Nothing to pay, nothing to book, and nobody rings you unless you ask them to.

Step two

A thirty minute call

Book a time straight from your result, or reply and I will ring you. I go through what your answers mean for a brokerage your size and what I would do about the weakest area.

$0 · no pitch, no deck

Step three

The written review

The longer questionnaire, then a document covering which process is worth automating first and why, what AI is already in the business and what that exposes you to, and what your privacy policy needs to say before 10 December.

$500 · credited in full

Step four

Build the improvements

In a sensible order, starting with whatever gives the most time back. Every automation ships with the disclosure wording your privacy policy needs for it.

From $3,000

Some brokerages take the review and do the work themselves. That is a fine outcome. The $500 review only makes sense once you know which of the three areas is actually costing you, and the scorecard tells you that in two minutes.

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