The Gap in the Market
The industry is dominated by massive legacy platforms built in the 90s/2000s. They cost small agencies $500–$1,000+ a month, take months to onboard, and are crammed with complex enterprise features a 2-person team will never use. Most scratch agencies either overpay for these bloated systems or run their entire business on messy spreadsheets.
What I’m Building
I’m building a clean, modern alternative focused strictly on speed, zero setup time, and core operational pain points:
Automated Rate Increase Flags:Instantly spotting client policy price hikes so agents can check in before clients shop elsewhere.

Account Bundling Identifiers:Automatically highlighting single-policy clients for easy cross-selling.

Instant Search Navigation: Allowing agents to pull up any client or file in under a second while on a live phone call.

Simplified Client Workflows:Streamlining public client intakes into a clean visual workspace for the agent.

My Question for the Community
My target audience consists of business owners who are heavily non-technical and used to clunky legacy software.
For those who have launched B2B SaaS into traditional, non-tech-savvy industries:
Onboarding: Do non-tech users prefer self-serve CSV imports, or should I mandate a 10-minute guided setup call?

Early Feedback: What’s the best way to extract honest, actionable product feedback from busy small-business owners who aren't used to testing beta software?

Would love to hear your thoughts or learn from anyone who has tackled a similar legacy industry!