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Time to get nasty! Banks can’t be trusted to sell insurance impartially or professionally... Read more... There’s no catch – a free trial of Loyalty Generator We send out 100,000s of e-Newsletters on behalf of brokers... Read more... On-line surveys provide evidence of TCF and a whole lot more You instinctively know that you are doing a good job... Read more... Fill your protection gaps here It doesn’t need a Which? survey to tell you that... Read more... Click to see all posts...

On-line surveys provide evidence of TCF and a whole lot more

You instinctively know that you are doing a good job for your clients and you can probably point to a healthy renewal retention rate as a good indication that you are doing something right. But, do you know specifically where you are hitting the mark and, more importantly, where you could do better?

Our on-line survey tool is a great way to take the collective pulse of your clients. It’s also a good way to identify cross sell opportunities and, if constructed carefully, can be self-financing.

We provide a survey service that:

  • Is professionally written (you can use our template if you like)
  • Looks like it operates from your website (you don’t have to do any IT stuff to accommodate this)
  • Sends e-mail invites to your clients for you (the e-mail has your logo)
  • Provides detailed reports on your clients’ responses

You can run the survey once, or repeat it at regular periods so you can measure trends. And, if you want a bespoke survey written specifically for your clients, we can do that too.

How much?

If you use our template survey the cost is £250 per survey. We price bespoke surveys based on your precise requirements.

What next

You can call us on 01252 757136 or e-mail us using the link with a basic outline of your requirements and some contact information. Do it now, before you forget.