SNL Counselor Evaluations ??

I've seen those questionaires from a few companies in the past. I can't remember who they were either, but the questionaires didn't offend me. :nah:
If a company calls the client when there is no problem there are several things that can happen that aren't good. 1) People tend to think the worst. When a company calls asking about how the agent did his job and if they are satisfied many will automatically wonder what the agent has done he should not have. 2) It can create dissatisfaction where there was none before the call. 3) Gives the client the chance to say, I was just thinking about cancelling that.. Sending a "survey" in the mail is one thing.. making a call is another.
 
If a company calls the client when there is no problem there are several things that can happen that aren't good. 1) People tend to think the worst. When a company calls asking about how the agent did his job and if they are satisfied many will automatically wonder what the agent has done he should not have. 2) It can create dissatisfaction where there was none before the call. 3) Gives the client the chance to say, I was just thinking about cancelling that.. Sending a "survey" in the mail is one thing.. making a call is another.
I agree 100%. I was referring to paper surveys sent in the mail.
 
Some preneed companies offer pet burial as part of the package. I've noticed some other forms on SNL's website that seem to come from their preneed company. The question still stands, though. Is SNL bringing that into the FE company?
Would be a nice benefit to offer.. One of the benefits that people liked about the Cigna Cancer Plan was the pet boarding benefit.. Just wish Cigna paid a decent commission on that plan in Tennessee.
 
LIMRA performs a survey, sent by mail to all policyholders post sale for quite a number of companies. It has information regarding how the agent explained everything as well as how informative the brochures and sales material were. While it can be perceived as bad, it can also work the other way. Client may call months down the road complaining about their policy or what the agent said to them but the survey they sent in a couple weeks post purchase says they loved everything and understood it.

I always took the approach that if I am doing everything correctly, the surveys should come back positive. I don't think a call would bother me either, so long as it is done correctly as to not give off the impression something may be wrong with me or the policy.
 
LIMRA performs a survey, sent by mail to all policyholders post sale for quite a number of companies. It has information regarding how the agent explained everything as well as how informative the brochures and sales material were. While it can be perceived as bad, it can also work the other way. Client may call months down the road complaining about their policy or what the agent said to them but the survey they sent in a couple weeks post purchase says they loved everything and understood it.

I always took the approach that if I am doing everything correctly, the surveys should come back positive. I don't think a call would bother me either, so long as it is done correctly as to not give off the impression something may be wrong with me or the policy.

I'll bet there aren't many FE companies that LIMRA does that for. (If any at all).
 
LIMRA performs a survey, sent by mail to all policyholders post sale for quite a number of companies. It has information regarding how the agent explained everything as well as how informative the brochures and sales material were. While it can be perceived as bad, it can also work the other way. Client may call months down the road complaining about their policy or what the agent said to them but the survey they sent in a couple weeks post purchase says they loved everything and understood it.

I always took the approach that if I am doing everything correctly, the surveys should come back positive. I don't think a call would bother me either, so long as it is done correctly as to not give off the impression something may be wrong with me or the policy.

What if a call came from a final expense company to your client without your knowledge/consent, and asked the client if they even wanted the insurance. Or wanted the to delay the start date of policy?

Theres one comaony doing that to agents and costing sales left and right. Not a good look for them
 
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