2016 DUAL WebRater Survey Question Title * 1. What do you like most about the WebRater? (Rank in order) 1 2 3 4 5 6 7 I don’t need a proposal form 1 2 3 4 5 6 7 It takes two minutes to get a quote 1 2 3 4 5 6 7 Pricing is competitive 1 2 3 4 5 6 7 Cover is competitive 1 2 3 4 5 6 7 I can get quotes on multiple products 1 2 3 4 5 6 7 Competitive brokerage 1 2 3 4 5 6 7 User friendly system Question Title * 2. What is your main motivator for going to the WebRater? (select multiple) Quoting a new client Cross selling a new product to an existing client Obtaining alternate terms for a client insured elsewhere I only use it for renewals Question Title * 3. When a new client contacts you, which one do you offer the most? Cyber Corporate Travel Neither Both Question Title * 4. DUAL currently sends out a Corporate Travel and/or Cyber cross sell quote on upcoming WebRater renewals. Which statement most accurately reflects your experience? I offer both quotes to all clients. I think it’s a great initiative and my clients are interested I offer both quotes to all clients even if I think they aren’t interested I only offer Cyber I only offer Corporate Travel I don’t offer either to my clients as I know they aren’t interested I haven’t received a Cyber or Corporate Travel cross sell quote I have received cross sell quotes previously but don't want to receive them in the future Question Title * 5. We currently offer Public Liability alongside Professional Indemnity quotes and policies on the WebRater. Would you be more inclined to buy a PL policy if it was a combined PI & PL policy for your client? Yes definitely, this would make life a lot easier Indifferent, my client buys PL if they need it No, most of my clients buy a Business Pack which includes PL No, your pricing and cover isn’t competitive Question Title * 6. DUAL follows up New Business quotes that have been put through the WebRater but not bound. How do you find this process? I like being contacted about my clients and find it helpful I like being contacted about my clients but it is usually too early for me to give an answer/instruction I like being contacted about some of my clients but not all of them I find it unnecessary and overwhelming I haven’t been contacted I have been contacted but don’t want to receive a follow up in future Question Title * 7. Which DUAL webinars have you attended? (select multiple) Management Liability Cyber Professional Indemnity Crime and Statutory Liability Individual Personal Accident None Question Title * 8. What is your main motivator for attending the webinars? Topic/content Presenter CIP/CPD points Increase my knowledge/education I haven't attended any Help me sell/offer more products to my clients Question Title * 9. What future webinar topics would you like to see? (select multiple) Accident and Health Products Follow on from the previous Cyber webinar Follow on from the previous Management Liability webinar More industry specific Other topics (please specify) Question Title * 10. Which of the below would you find most beneficial? Q&A session with a DUAL manager or underwriter Monthly/Bi-monthly educational brochures i.e. How to sell cyber E-newsletters with Claims Examples Short videos with certain topics State based DUAL tech briefings Other (please specify) Question Title * 11. DUAL tries to communicate with our brokers through a number of different channels. Which do you find the most beneficial? (Rank in order) 1 2 3 4 5 6 7 8 E-newsletters 1 2 3 4 5 6 7 8 Webinars 1 2 3 4 5 6 7 8 Conferences, Professional Development Days and Expos 1 2 3 4 5 6 7 8 Face to face presentations or visitations 1 2 3 4 5 6 7 8 Social Media 1 2 3 4 5 6 7 8 Advertising 1 2 3 4 5 6 7 8 Website 1 2 3 4 5 6 7 8 Videos Question Title * 12. What other products would be most beneficial to be added to the WebRater? (select multiple) Marine Cargo Tax Audit Statutory Liability (Stand Alone) Question Title * 13. We're looking at introducing a mid term adjustment functionality so you can make basic policy amendments such as change of name or limit through the WebRater for an existing policy. How beneficial would you find this? Very beneficial, it would make my life so much easier I'm not fussed either way Not at all, I prefer dealing with an underwriter when I need to make policy changes Question Title * 14. Please state: Brokerage: Full name: Done
