Annual Review Satisfaction Survey

Your Name (required):

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Telephone Number:

Thank you for participating in your recent client review meeting. Our intent is to always ensure that you receive an excellent service experience and are reassured that we have understood and fully met all of your insurance needs. We would greatly appreciate it if you would take a few moments of your valuable time to complete this important survey. The results help us to evaluate our services and identify opportunities where we can better serve you.

  1. The review meeting provided me with helpful information and was good use of my time?
  2.  Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree

  3. My agent/Customer Service Representative was very helpful and knowledgeable.
  4.  Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree

  5. I feel confident I have the correct insurance coverage?
  6.  Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree

  7. It is easy to contact someone who can answer my questions thoroughly and professionally?
  8.  Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree

  9. The agency values my business and respects me as a client?
  10.  Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree

  11. What should we do to improve our services?
  12. May we use your positive comments in a testimonial on our website?
  13.  Yes No

Disclaimer: All responses will be held in the strictest confidence and will only be used to improve our products and services, unless you indicate otherwise.
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