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~ACES (Agency-Client Experience Survey)... Client Feedback for the Badiner Insurance & Financial Services Agency (760-203-4567)
As professionals, we want to serve you and all our clients well. Please share your experience with us so that we can improve our service. (Survey Time = about 1-2 minutes, literally)
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ADMIN ONLY -
https://docs.google.com/forms/d/1i3ETiDHrHHCrrafhCx0Qp0Nu8NDzn2rbHuRnnBoN0kc/edit
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* Indicates required question
Who from our staff served you?
Keith Badiner (owner)
Madison Shepherd
Taylor Busse
Trent Nyberg
Mark Dakin
Gia (Alanis) Jonson
Rosalie Piansay
Davis Badiner
Gail Lula (direct, test only)
{Kelli Clark}
Sales Team (pers)
~ All Staff
{WIP} Robert Kraszulyak
{WIP} Darin Fitzgerald
END
Other:
Clear selection
When did you receive service?
MM
/
DD
/
YYYY
What department category best describes your request?
Exec
Admin
HR
Marketing
Sales
Service
Claims
Product
Research
END
Clear selection
Which Life Insurance product was your primary request? (If applicable)
Life-Term
Life-Perm
z_None
z_All
Clear selection
Which Financial Services product was your primary request? (If applicable)
Life-FFS
Mutual Fund
529 Plan
401k
IRA
Annuity
z_None
z_All
Clear selection
Which Commercial Insurance product was your primary request? (If applicable)
Auto-Commercial (C-Auto)
Builders Risk-Comm (C-BR)
Business Owners Policy (BOP)
Earthquake-Comm (C-EQ)
Errors & Omissions (E&O)
Flood-Comm (C-Flood)
General Liability (CGL)
Group Health (C-Health)
Life-Commercial (C-Life)
Property Only BOP (Prop-BOP)
Umbrella-Commercial (C-Umb)
Workers Compensation (WC)
z_All
z_None
Clear selection
Which Personal Insurance product was your primary request? (If applicable)
Auto-Specialty [ATV, RV, Boat, etc.] (A-Spec)
Auto-Standard (Auto)
Earthquake (EQ)
Health (Health)
Life-Pers (Life)
Property-Specialty (H-Spec)
Property-Standard (Home)
Property-Standard (Renters)
Umbrella (Umb)
z_None
z_All
Comprehensive Personal Liability (CPL)
Clear selection
What was the purpose of your call?
Your answer
How friendly was the staff member?
Unfriendly
1
2
3
4
5
Friendly
Clear selection
How knowledgeable was the staff member?
Weak
1
2
3
4
5
Strong
Clear selection
How well did the staff member complete your request?
Weak
1
2
3
4
5
Strong
Clear selection
Which Service Offerings did the staff member offer?
Initial Consultation
Product Quotes
Product Sales
Portfolio Review (FFR)
Product Service
Discount Options
What can we do to improve our service?
Your answer
Which other resources did you use on this topic?
Your online account -
www.KeithBadiner.com
(or
www.Farmers.com
), click on “Account Login”
Your insurance or asset documentation (statements, renewals, annual report, etc.)
A representative outside of your agency (e.g. 800-phone central dept, adjuster, etc.)
Other:
How likely are you to refer someone you know that would appreciate our service?
Unlikely
1
2
3
4
5
Very Likely
Clear selection
Your Name
*
Your answer
Your Email
*
Your answer
Your Phone
*
Your answer
Overall, how satisfied are you with your experience with us?
*
1 Not Satisfied
2
3
4
5 Extremely Satisfied
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