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CSI Questionnaire

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.

  1. 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.

  2. Please include your name

  3. 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.

  4. Please complete this question

  5. 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.

  6. Please complete this question

  7. Q3 Was the length of call acceptable, and was the information provided to you clear and relevant?
    If no, please explain why in the additional comments box below.

  8. Please complete this question

  9. 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.

  10. Please complete this question

  11. Q5 Do you feel that the amount of written information provided to you was appropriate, too little, or too much?

  12. Please complete this question

  13. 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.

  14. Please complete this question

  15. Q7 Were there any areas in which we failed to meet your expectations?
    If yes, please explain why in the additional comments box below.

  16. Please complete this question
  17. Please complete the anti-spam check
    Please complete the anti-spam check