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2016
February
M
MassMutual Broker Survey
MassMutual Broker Survey
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Hello!
It has been a pleasure working with you on past MassMutual Brokerage cases. Realizing that we haven't worked on any recent cases, we invite you to take this short survey so we can understand how to better serve you in the future and how we can earn your business once again.
Your participation is completely voluntary and your responses will be strictly confidential.
Thank you very much for your time and support. Please start with the survey now by clicking on the
Continue
button below.
*
What products have you placed with our MassMutual Brokerage team in the past?
Life Insurance
Long Term Care
Life/LTC Hybrid
Disability
Income Annuities
Fixed Annuities
Other
How satisfied are you so far with your overall experience working with MassMutual Brokerage?
Extremely Unsatisfied
Unsatisfied
Neutral
Satisfied
Extremely Satisfied
The next set of questions is designed to measure your past experience with our new business process.
Well Below Average
Below Average
Average
Above Average
Well Above Average
Service
Professionalism
Knowledge
Communication
Responsiveness
Ease of doing business
Additional suggestions for improvement of our new business process:
The next set of questions is designed to measure the overall competitiveness of our product.
Well Below Average
Below Average
Average
Above Average
Well Above Average
N/A
Underwriting
Cost
Return on cash value
Return on death benefit
Compensation
Riders
What product lines and/or areas does your practice focus?
Life Insurance
Disability
Long Term Care
Annuities
Investments
Retirement
Employee Benefits
P&C
Medicare
Health
Other
What do you value most about your interactions with your preferred carriers?
Personal relationship
Company reputation & stability
Product price
Reliability
Compensation
Support
Marketing resources
Expertise
Development & training
Case design
Other
How likely are you to place future cases with us?
Very likely
Somewhat likely
Neutral
Somewhat unlikely
Very unlikely
What would prevent you from doing business with our team?
Working in conjunction with your clients' counsel, tax advisors, and accountants, our estate and business planning attorneys are available for case consultations. Which advanced sales strategies are you interested in?
Executive Benefit Plans
Estate Planning
Business Succession Planning
Irrevocable Life Insurance Trusts
Charitable Gifting Plans
Split Dollar Arrangements
Education Savings Products
Income Planning
Business Planning
162 Bonus Plans
Other
We appreciate your business and thankful for your feedback with this survey. Looking forward to working with you on your next case! Cheryl Canzanella & Kim Walsky MassMutual Brokerage Team
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