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If you have recently purchased an insurance policy through our office, and as part of our continual efforts to provide our 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 and are reassured that we have understood and carried out your instructions to your satisfaction and, if we have succeeded in this aim, please feel free to ignore this questionnaire.

Q1 If you telephoned our office, how would you rate the speed, politeness and efficiency of the response? If unsatisfied, please explain why in the (additional comments) box below.
Q2   Did you feel that the advisor accurately identified your requirements and understood your needs? If no, please explain why in the (additional comments) box below.
Q3   Was the length of the call acceptable, and was the information provided to you clear and relevant? If no, please explain why in the (additional comments) box below.
Q4   Were there any areas of the sale that were not easily understandable or that you felt in some way treated you unfairly? If yes, please explain why in the (additional comments) box below.
Q5 Do you feel that the amount of written information provided to you was appropriate, too little, or too much?
Q6   When you received the documents, did they meet your expectations, and match your requirements? If no, please explain why in the (additional comments) box below.
Q7   Were there any areas in which we failed to meet your expectations? If yes, please explain why in the (additional comments) box below.
  Thank you for your time in completing this survey, the results will be used to improve our overall services, however, if you would like an individual response to any points raised, please indicate this below.
  Your Name: