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McFarlan Rowlands Group Inc. -- Customer Satisfaction Survey

Every business has unique insurance requirements. We want to ensure that we not only meet, but exceed your expectations when it comes to product and service offerings. Your feedback is important to us and always welcome. Please take a few moments to complete and submit this questionnaire

1.   Which of the following are important to you and your company when selecting an Insurance Carrier for your Employee Benefits Program. (Please select all applicable options.)
Convenience   Range of Products
On-line Administration Service Standards (turnaround times)
Payment Options Other:
Price
 
2. Proposals and Renewals – Are they easy to understand?
Yes   No
If no, please comment:
 
3. Has your Employee Benefits Sales Consultant met your expectations?
Yes   No
If no, please comment:
 
4. Please rate the service provided by your Group Customer Services Representative:
4 (Excellent) 3 (Good) 2 (Average) 1 (Needs Improvement)
 
Accuracy Promptness
Courtesy Professionalism
Dependability Product knowledge
Call answered promptly OVERALL EVALUATION
Call transfer
 
 
5. What is your biggest challenge relating to Employee Benefits and Group Retirement programs?

Please comment:
 
6. What further tools can we provide to make your roll easier?
Employee Benefits Newsletter
Internet based resource centre
Toll-Free line direct to the Employee Benefits Division
Other:
 
7. What key factors would influence you to continue doing business with our Employee Benefits Division?
Service
Same Employee Benefits Sales Consultant
Ongoing advise from your Employee Benefits Sales Consultant for your company’s benefit.
Other:
 
8. Which key factors would influence you to switch to another benefits brokerage firm?
 
 
After a "problem" claim Price increase
Appears to be uncompetitive If we move our commercial insurance
More product options
Other:

 
9. Are there any other services you would like to see us provide?

Please comment:
 
10. Are you interested in seeing details on a Group RRSP? (If yes, please be sure to provide your name at the bottom of this form.)
 
Yes No
 
11. How likely are you to recommend McFarlan Rowlands Group Inc. to others?
 
Definitely will Probably will not
Probably will Definitely will not
 
12. Additional Comments or Suggestions.
(Please provide any additional comments or suggestions about the service that we provide.)
Optional:
Company name
Email address
Completed by
Date


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