New Agent Survey Tell Us How We Did! Thank you for your business! We want to know how your first experience with FSA went. We would really appreciate your feedback on this survey. If you would rather talk one on one, call Paige Blair at 800-834-7646. Name First Last Date Date Format: MM slash DD slash YYYY Licensing & ContractingAgent Questionnaire12345Please rate your experience with this part of our process, 1 = very dissatisfied, 2 = somewhat dissatisfied, 3 = no opinion, 4 = satisfied, 5 = very satisfied Please explain what was dissatisfying about using our questionnaire:Did you hear from our L&C Manager when your Questionnaire was received?YesNoIf additional requirements were needed, did you find our method of coordination efficient?YesNoI was not asked for additional requirementsWere you notified by our office in a timely manor once your agent code was issued?YesNoMy agent code was issued with my first piece of businessPlease explain why you were dissatisfied with this notification:How did we do, overall, with the Licensing & Contracting Process?12345Please rate your experience, 1 = very dissatisfied, 2 = somewhat dissatisfied, 3 = no opinion, 4 = satisfied, 5 = very satisfied Additional Feedback and/or Suggestions for our L&C Department:Onboarding /Training & Marketing SupportDid you hear from your FSA Marketing Rep during the time we were processing your L&C request?YesNoDid your marketing rep invite you to a Join.Me training tour of our tools & online resources?YesNoDid you attend the Join.Me training tour?YesNoDid you find the Join.Me training tour helpful? Are you more likely to use these tools because of the training tour?Has your FSA Marketing Rep worked on Sales Illustrations and/or Case Design for you?YesNoRegarding your illustrations & preliminary case work, please consider our product availability, product expertise, turn-around time for delivery of request and accuracy of the work produced.12345Please rate your experience, 1= very dissatisfied, 2= somewhat dissatisfied, 3= no opinion, 4= satisfied, 5 = very satisfied Additional comments on the illustrations/case design we have done for you:Have you found your FSA Marketing Rep to be easily accessible & available to you?YesNoPlease describe your experience with contacting your marketing rep:How are we doing, overall, with sales & marketing support?12345Please rate your experience, 1= very dissatisfied, 2= somewhat dissatisfied, 3= no opinion, 4= satisfied, 5 = very satisfied What can we do to improve this area of our service?Additional Feeback or Suggestions for our Marketing Team:New BusinessWere you contacted by your FSA Case Manager when your application was received?YesNoIf additional requirements were needed for underwriting, did you find our method of coordination efficient?YesNoI was not asked for additional requirementsPlease give your feedback on what occured during this process:Were you satisfied with the frequency, detail and accuracy of the status updates you received while your case was in underwriting?YesNoPlease give us feedback on what occured during this process:Regarding the underwriting & issue of your case, consider our accuracy with submission, our level of expertise of the processes, turn-around time (for our service only) and our ability to expedite your case.12345Please rate your experience, 1 = very dissatisfied, 2 = somewhat dissatisfied, 3 = no opinion, 4 = satisfied, 5 = very satisfied Please describe your experience with the underwriting & issue of your case:Have you found your FSA Case Manager to be easily accessible & available to you?YesNoPlease describe your experience with contacting your case manager:How did we do, overall, with our new business processing?12345Please rate your experience, 1 = very dissatisfied, 2 = somewhat dissatisfied, 3 = no opinion, 4 = satisfied, 5 = very satisfiedHow Do We Stack Up?Compared to other IMO's that you have worked with, please give us your feedback in the following categories: Licensing & Contracting ProcessWeakerAbout the sameStrongerMarketing & Sales Support from our StaffWeakerAbout the sameStrongerAvailablity of Sales & Marketing ToolsWeakerAbout the sameStrongerCompensation & Bonus IncentivesWeakerAbout the sameStrongerProfessionalism/ ExpertiseWeakerAbout the sameStrongerBased on your first experiences with us, how likely are you to continue to doing business with us?More likely than when we first metLess likely than when I decided to give you a tryStill feeling about the sameAny Additional Feedback for FSA:THANK YOU FOR YOUR TIME!!
