Benefits Client Feedback Questionnaire

Name(Required)

First Last

Company Name(Required)

As a token of our appreciation, you will receive a $20 gift card for completing this questionnaire. Please select which gift card you would like to receive.(Required)

Disclaimer:

Responses may be used for sales/marketing materials

1. Who is your Advisor?(Required)

2. Who is your Account Manager?(Required)

3. How would you rate the knowledge level of your Advisor?(Required)

4. Comments based on your Advisor rating:

5. How would you rate the strategic planning, preparation, and renewal negotiation process of your Advisor?

6. Comments based on strategic planning, preparation, and renewal negotiation process:

7. How would you rate your Advisor on their ability to anticipate your needs and provide solutions proactively?

8. Comments based on our ability to anticipate your needs and provide solutions proactively:

9. How would you rate the knowledge level of your Account Manager?

10. Comments based on your Account Manager rating:

11. Please rate the accuracy of the information your Account Manager provides.

12. Comments based on the accuracy of the information your Account Manager provides.

13. Please rate your Account Manager's ability to respond in a timely fashion and meet agreed upon deadlines?

14. Comments based on your Account Manager's ability to respond in a timely fashion and meet agreed upon deadlines:

15. How would you rate the enhanced benefits (group and voluntary life, short-term disability, long-term disability, dental, vision, and pet insurance) options your Advisor provides?

16. Comments based on the enhanced benefits (group and voluntary life, short-term disability, long-term disability, dental, vision, and pet insurance) options:

17. How would you rate the open enrollment experience, including materials, video presentations, and communication?

18. Comments based on the rate the open enrollment experience, including materials, video presentations, and communication:

19. If you use Employee Navigator as your benefit admin system: How has your experience been with Employee Navigator?

20. Comments based on your experience with Employee Navigator

21. How would you rate our communication and guidance on compliance issues as they relate to employee benefits?

22. Comments based on our communication and guidance on compliance issues as they relate to employee benefits:

23. Were you provided the services by your Conner Insurance Representatives (Advisor and Account Manager) that were outlined/promised?

24. What are you most proud of as it relates to your corporate benefits offering?

25. What are you most concerned with as it relates to your corporate benefits offering?

26. From your perspective, what are your top 3 employee benefits challenges?

27. Comments based on your top 3 employee benefits challenges:

28. In a sentence or two, how would you describe your business partnership with Conner Insurance?

29. Have you attended a Conner Chat, Non-Profit Forum, or the NextGen Healthcare Summit in the last 12 months? If yes, how would you rate the quality of information received at these events?

30. What employee benefits or workplace culture topics are you interested in learning more about this coming year?