CUSTOMER SURVEY
Our agency is looking at different agency procedures. Because you are an important client to us, we would like your feedback on some of our key issues. Would you please take a few minutes of your time to complete this survey.
TELEPHONE SERVICE	Yes	No	N/A
- Was the switchboard cordial, helpful when you called us?
- Do you like our voice mail system?
- Were your calls answered/returned promptly?
- If your call was transferred, was it explained to you that   you would be talking to a different person?
- Do you feel that you are receiving quality customer   service whether you are speaking to your regular account   representative or to someone else?
TRANSACTION PROMPTNESS
- If changes were requested, were the endorsements   received correct and timely?
- Would you like to request endorsements on-line and/or by   email?
GENERAL
- Would you prefer an annual face-to-face review of your   policies?
- Do you think the annual review letter and form are helpful?
- Do you feel that we are knowledgeable with our insurance   products?
- Would you be interested in signing up for automatic   withdraw for your insurance installments?
- Are we providing accurate quotes?
- Do you feel we are providing good claims service?
- Would you recommend our agency to someone else you know?
- Would you be interested in any seminar to include any   additional information on any of our other agency   services? (Life & Benefits, Commercial, Investments,   Estate Planning, etc.?)
Please provide your email address and telephone number so we can update our computer database.
How would you like to be contacted with future mailings? Email Telephone

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