INSURANCE QUESTIONNAIRE CD™
10 Tools to Help You Gather Important Information.

Target audience.
CSRs and their managers.
Personal and small-to-medium commercial lines.

Price. $149.

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Details.
Includes renewal questionnaires, satisfaction surveys, exit surveys, and more. Asking the right questions and gathering the proper facts are essential agency activities.  The tools on this CD assist agency staffers in these tasks by providing pre-designed samples that can be easily modified with Microsoft® Word.  With them, reps can find out what insureds and former clients are thinking, what they own, and more.  And each questionnaire, survey, and checklist can be quickly customized for use in your office.

Why reinvent the wheel?  Save your valuable time by using the tools on this CD as your starting point.  In competitive times like these, you need every advantage you can get.

CD contents.

PDF guide.
Auto insurance renewal questionnaire.
Homeowners renewal questionnaire.
Personal lines client satisfaction survey.
Commercial lines client satisfaction survey.
Former personal lines client exit survey.
Former commercial lines client exit survey.
Collectibles inquiry form.
RV inquiry form.
Commercial lines “direction finder.”
Insurance form letter checklist.