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Customer Feedback Questionnaire
Thank you for speaking with your team at Transitions Benefit Group! We truly appreciate your business and would love to hear about your experience.
8
Questions
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1
How Did You Hear About Our Services?
HR Communication (Email, newsletter, benefit guide, etc)
Birthday outreach from TBG
Introductory phone call from TBG
Text message from TBG
A friend or family member
Intranet site at work
Current Client
Flyer or Poster
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2
Who is Your Employer?
If you joined us through your or a family member's employer, please share the employer's name. If you're retired or were referred by a client, let us know!
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3
What Prompted Your Call to Transitions Benefit Group?
Medicare Guidance/Enrollment
Social Security Insights
Social Security Insights
Spouse/Family Member Support
Pre-65 Medical Needs
Other
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4
How Did You Schedule Your Appointment?
Online
Phone
Email
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5
Tell Us About Your Consultation
Your feedback helps us improve and ensure we maintain the highest quality standards.
Please Select
Christine Forrester
Erica Reece
Jayson Miller
Justin Dobson
Lori Cummings
Marisol Pineda
Mary Lou Shar
Whitney Dayvolt
Please Select
Please Select
Christine Forrester
Erica Reece
Jayson Miller
Justin Dobson
Lori Cummings
Marisol Pineda
Mary Lou Shar
Whitney Dayvolt
Who is your dedicated advisor?
How was your overall experience with your dedicated advisor?
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6
How Would You Rate Your Dedicated Advisor?
(from scheduling your appointment to meeting with your advisor)
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Room for Improvement
Amazing
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7
How would you rate your overall experience with Transitions?
(from scheduling your appointment to meeting with your advisor)
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5
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8
How Would You Describe Your Overall Experience With Transitions Benefit Group?
Your feedback helps us improve and ensure we maintain the highest quality standards.
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