1. Client Satisfaction Survey V2

You have recently purchased an insurance policy through our office and, as part of our continual efforts to provide clients with a better and more appropriately focused service, we would be grateful if you would complete the short questionnaire below.

Our intention is always to ensure that you receive an excellent service safe in the knowledge that we have both understood and carried out your instructions to your satisfaction and, if we have succeeded in this aim, please feel free to ignore this questionnaire.


There are 10 quick Questions and those marked with an asterisk [*] are Compulsory, however, your privacy is assured.


Thank you for your time in completing this survey, the results will be used to improve our overall service.


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* 1. Please enter your Name

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* 2. Please Enter your email address

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* 3. If you telephoned our office, how would you rate the speed, politeness and efficiency of the response?

  Very Good Good Adequate Poor Very Poor N/A
Speed
Politeness
Efficiency

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* 4. Did you feel that the advisor accurately identified your requirements and understood your needs?

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* 5. Was the length of the call acceptable, and was the information provided to you clear and relevant?

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* 6. We strive to always treat our customers fairly and in a way that can be easily understood. Do you think we managed to achieve this on this occasion?

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* 7. Do you feel that the amount of written information provided to you was appropriate, too little, or too much?

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* 8. When you reviewed your documents, did they meet your expectations, and match your requirements?

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* 9. Thinking of your recent dealings with us did we manage to meet your expectations in all areas?

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* 10. Finally would you please rate our overall service and if you would like an individual response to any of the points you have raised, please indicate this in the comment box below and include a daytime telephone number in your response.

  Very Good Good Adequate Poor Very Poor
My overall satisfaction level with you is:-

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