Customer Survey

Overall, how satisfied are you with our agency in handling you insurance?

How satisfied are you with the agency staff understanding your needs?

How satisfied are you with our agency staff's helpful advise on protecting your property and other assets?

How satisfied are you with our agency staff treating you like a valued client?

How satisfied are you in our agency staff's knowledge about insurance products and companies?

How satisfied are you in our agency staff providing excellent claim service?

How satisfied are you with our agency staff answering questions thoroughly?

How satisfied are you in our agency staff promptly returning your calls?

How satisfied are you with our agency staff marketing other companies for better coverage and/or price?

How satisfied are you in our agency staff repsonding to your needs or requests?

Has our agency staff contacted you by phone or mail this past year?

Has our agency staff reviewed your account this past year?

In the last 12 months, have you reported a claim to our agency?

How satisfied are you with our agency staff expediting the claim process?

How satisfied are you with our agency staff explaining the claim process and your role in the process?

How satisfied are you with our agency staff taking the time to understand your situation?

How satisfied are you with our agency staff being helpful in resolving any problems with settling the claim?

How can we better serve your needs?

Is there someone you know that would benefit from our services? If yes, please list.

Comments:

Client name and phone number: