LeClair's Advisor Satisfaction Survey
Name:
Company:
Phone:
E-mail:
Your answers and feedback go directly to our CEO, Margaret LeClair’s inbox. She cares about your expereince with LeClair and wants to hear about it.
Please rate the following categories by choosing either: exceeds expectations,
meets expectations or improvement is needed.
Exceeds Expectations
Meets Expectations
Needs Improvement
Reception
Sales Desk
(i.e., pre screen, quotes/illustrations, supplies,
marketing assistance, overall knowledge)
Case Management
(i.e., agent licensing, application processing,
policy delivery, Case Manager expertise)
Communication
(i.e., timely response, accuracy, did you feel informed?)
Very Satisfied
Satisfied
Disappointed
Overall I am _______ with your
services and/or products
Additional comments or suggestions: (Please use this area for additional carriers you would like to see represented, employees you would like to commend, or comments on your ratings).
Would you recommend LeClair to others?
Yes
No
I would like to be contacted regarding my comments and/or suggestions.
Thank you. We value your opinion!
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