Certificate of Insurance
Policy Checking
Quoting & Renewal Marketing
Policy Administration
Policy Issuance
Account Management
Employee Benefits
Business Lines
Agency Management Systems
Implementation Process
Accounting and Bookkeeping
Client Information
Client Name
Email*
Company Name
Contact Person
Designation
Services Used
Date of Feedback
1. Overall Satisfaction (1 = Poor, 5 = Excellent)
Responsiveness & Communication
:
1
2
3
4
5
Quality of Work
:
1
2
3
4
5
Timeliness & Meeting Deadlines
:
1
2
3
4
5
Knowledge of Insurance Processes
:
1
2
3
4
5
Professionalism of Team
:
1
2
3
4
5
Adaptability to Business Needs
:
1
2
3
4
5
Problem Resolution
:
1
2
3
4
5
Value for Money
:
1
2
3
4
5
2. Key Highlights
What did you like most about working with our team?
3. Areas for Improvement
What can we do better?
4. Results & Outcomes
Have our services positively impacted your business operations or goals?
Yes
No
If yes, please describe briefly
5. Future Plans
Endorsement & Renewal Processing
Certificates & Policy Checks
Claims Follow-Up
Accounting/Bookkeeping Support
Data Migration / CRM Support
Other
6. Testimonial (Optional)
We'd love to showcase your success. If you're open to it, please share a short testimonial:
Permission to use your testimonial on our website/marketing?
Yes
No
7. Additional Comments
Δ
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