2021 Client Feedback

1

Please mark the type(s) of experiences on which you might be commenting* This field is required.

Our technology and general ease of doing business

Business related insurance

Personal insurance

Employee Benefits or HR Services and Consulting

Our other Business Consulting Services

2

What specific areas would you like to comment on? Please mark one or more* This field is required.

The ease of our service and the effectiveness of our people

Our Mobile App, Client Portal, Text for Service, or other digital tools

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Ease of access, our Client Portal tool, our Text for Service option, and how about the care you receive from our people? In general, have we earned a good mark as a modern, reliable and professional service provider?

4

Do you have questions, comments or suggestions for us?

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If you think back over time, is there an experience you recall where we did something well or where we could have done something differently or better? Please tell us about it here or you may hit NEXT if nothing comes to mind. Your privacy will be respected.

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Is there anything else you want to tell us?

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What is your name? (if you are a business client, we will match you up)* This field is required.

First Name

Last Name

9

Please confirm your email* This field is required.

example@example.com

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Please confirm your cell phone* This field is required.

Area Code

Phone Number

11

Thank you for providing your email address, is it OK if we keep you on our list to receive occasional updates?* This field is required.

Yes please

No - do not send me updates

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Thank you for your time and feedback. Please press SUBMITConsultative Risk Management And Insurance