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  1. Surveys
  2. 2013
  3. February
  4. I
  5. Internal Features
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Exit Survey
 
 
Hello:

We are issuing this survey in order to collect information about client needs.

Your answers should be based on your direct communication with clients as opposed to RFP questions, general industry discussions, rumor, assumptions, or opinion.

Feel free to contact me with questions. Thank you.

Zach Brown
Product Owner Insurance Services
Clearwater Analytics
[email protected]
 
 
 
* Name
   
 
 
 
* Department:
 
 
 
Which of the following features have you had a current or prospective client ask for or about?
 
RBC For Life Companies
 
E Part 3 Support
 
Consolidated Schedule D
 
Schedule BA Assets Support
 
Schedule DB Assets Support
 
Additional Code Code Improvements
 
Separate Accounts Support
 
General Interrogatories
 
Short Position Support
 
Other
 

 
 
Please List the number of conversations with clients you have had in the past 30 days about the following features:
Number of Conversations
RBC For Life Companies
E Part 3 Support
Consolidated Schedule D
Schedule BA Assets Support
Schedule DB Assets Support
Additional Code Code Improvements
Separate Accounts Support
General Interrogatories
Short Position Support
 
 
 
Please drag and rank(1st to 9th) the following in order of perceived difficulty of manually supplementing our service for these unimplemented features:
Drag your choices here to rank them
     
     
    What are the client relationship types that have asked about the following features?
    Previous Client (feature did NOT impact choice to leave) Previous Client (feature DID impact choice to leave) Current Client Prospective Client (Additional Company/Assets) Prospective Client (New Client) Industry Contact (not in target market)
    RBC For Life Companies
    E Part 3 Support
    Consolidated Schedule D
    Schedule BA Assets Support
    Schedule DB Assets Support
    Additional Code Code Improvements
    Separate Accounts Support
    General Interrogatories
    Short Position Support
     
     
    What are the insurance client types that have asked about the following features?
    Life Health Property & Casualty Risk Retention Group Fraternal Other
    RBC For Life Companies
    E Part 3 Support
    Consolidated Schedule D
    Schedule BA Assets Support
    Schedule DB Assets Support
    Additional Code Code Improvements
    Separate Accounts Support
    General Interrogatories
    Short Position Support
     
     
    What are the client sizes that have asked about the following features?
    < 500 Million 500 Million - 2 Billion 2 Billion - 5 Billion 5 Billion - 10 Billion > 10 Billion
    RBC For Life Companies
    E Part 3 Support
    Consolidated Schedule D
    Schedule BA Assets Support
    Schedule DB Assets Support
    Additional Code Code Improvements
    Separate Accounts Support
    General Interrogatories
    Short Position Support