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LPL Financial is looking to improve the AOE System (Annuities Order Entry) by learning more about our advisor's experience and pain points when ordering annuities. Our hope is to get your ideas on what changes you would like to see in the AOE System.
In order to determine the most important areas for improvement in the AOE System, we are asking you to complete a short online survey. This will only take 10 minutes to complete and your responses will be kept confidential. We appreciate your assistance as your participation is essential for LPL Financial to continue to provide great service, support, and technology. Thank you very much for your time and support. |
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| How often do you use the AOE System? (Annuity Order Entry System) |
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| Can you please explain in a couple sentences what you think the AOE System is designed to do for our advisors? Is there anything more/less you would like from the AOE System? | | |
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| Did you know the AOE System is not just a reporting tool? |
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| Who in your office places order on the AOE System? |
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| Have you or your assistant taken the AOE System training? |
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| What type of training did you participate in? |
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| How helpful was the online training on the AOE System? |
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| Please explain your answer (Optional) | | |
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| How helpful was the in person training? |
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| Please explain your answer (Optional) | | |
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| How helpful was your training on the AOE System? |
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| Please explain your answer (Optional) | | |
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| Do you use the resources available in the Resource Center to help you enter orders into the AOE System? |
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| How often do you visit the Resource Center for the AOE System? |
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| Which resources did you use in the Resource Center regarding the AOE System? |
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| Can you please explain why you use the selected resources from the Resource Center and what is helpful about them? | | |
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| Do you experience any of the following issues when entering an AOE order? |
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| Please explain why you ranked the tabs: | | |
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| Would you utilize an option to sweep available cash within an LPL account to place another order? |
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| Please explain your answer (Optional) | | |
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| How long does it take you to submit one order in the AOE System? |
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| Please explain your answer (Optional) | | |
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| Are the Suitability Questions clear and easy to understand? |
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| Please explain why the Suitability questions are not understandable. | | |
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| Have you forgotten to click on the submit button before? |
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| Please explain why you did not click on the submit button (Optional) | | |
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| We are looking to get a better understanding of the AOE System process and workflow experience, on a scale of 1-5, (1 being difficult to follow and 5 being easy to follow) can you please rate your understanding and comprehension of the AOE System process workflow? |
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| Please explain your answer (Optional) | | |
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| Have you experienced any missing or incomplete forms on the AOE System? |
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| Please explain your answer (Optional) | | |
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| Do you ever have issues when creating forms/paperwork for your initial client sales meeting? |
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| Would you find it helpful to use a Forms Wizard for creating the forms/paperwork before your client sales meeting? |
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| Please explain the issues you experience and how a Forms Wizard could help you create forms/paperwork? | | |
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| Are the AOE notifications easy to follow and understand? |
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| Please explain why you have confusion with the notifications: | | |
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| Do the AOE notifications help you to easily navigate to what you need to do to resolve the issues? |
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| Please explain your answer: | | |
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| Are the error/warning messages clearly expressed in the AOE System? |
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| Please explain why the messages are unclear: | | |
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| Do you have any suggestions for the AOE System or the process workflow? |
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| What are you suggestions for improving the AOE System or the process workflow? | | |
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| How satisfied are you with the AOE System? |
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| Please explain your answer (Optional) | | |
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| Based on your experience with AOE, how likely are you to recommend an anuuity to your clients? |
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| Please explain your answer (Optional) | | |
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| Are you satisfied with the support you receive when calling into the AOE service center? |
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| Please explain your answer (Optional) | | |
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