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SERVICE
 
 
 
1. In 2010, your experiences with our company, was the quality of service you received?
 
Excellent
 
Very Good
 
Good
 
Fair
 
Poor
 
 
 
2. Our Company proactively keeps you informed of changes in laws that impact your plan or employees?
 
Yes
 
No
 
 
 
3. Do you feel our company proactively facilitates your annual renewal process?
 
Yes
 
No
 
 
 
4. Do you feel your Client Advocate responds to your requests and/or questions on a timely manner?
 
Yes
 
No
 
 
 
5. Did you get the kind of service you wanted?
 
Yes, definitely
 
Yes, generally
 
No, not really
 
No, definitely
 
 
 
6. To what extent has the service team met your needs?
 
Almost all of my needs met
 
Most of my needs met
 
Only a few of my needs met
 
None of my needs met
 
 
 
8. How many hours do you spend on Benefit Issues a week?
 
Less than 1 hour
 
1-3 hours
 
3-5 hours
 
5 or more
 
BROKER
 
 
 
1.What services do you most value in a broker?
 
Expertise in finding competitive pricing for health and voluntary benefits
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers a wide array of voluntary benefits
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers benefit plan design options and cost-saving strategies
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Has an understanding of my industry and can provide industry or national data for comparison purposes
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Has an understandof our company goals and creates a strategic benefit plan that aligns with these goals
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Proactively provides regulatory and legislative updates that impact how we manage benefits
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers employee communications to help our employees make benefit decisions and understand the benefits that we provide
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers employee communications to help our employees improve their health
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers employee communications to help our employees plan for retirement and improve their financial health
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers employee communications to help our employees become wise consumers of health care
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Assists with creating or maintaining a workplace wellness program
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Visits with employees on a regular basis to answer benefit-related questions
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Answers compliance-related questions
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Provides us with sample employee handbook and policies
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Offers compliance-related webinars
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Provides online access to compliance and HR tools
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Ability to support multi-lingual employee communications
 
Very Important
 
Important
 
Slightly Important
 
Not Important
 
Other, please specify
 
 
 
2. If you were considering a change in brokers, what would be the main reason you would change brokers?
 
Lower premiums
 
Does not provide the level of customer service that we expect
 
Value-added services
 
Promotion and execution of technology
 
Lack of communication
 
Referral
 
Does not understand my company’s strategic goals
 
Does not monitor our business needs and pro actively manage our insurance options
 
Other, please specify
 
 
 
3. Select your top 5 employee benefit challenges?
 
Attracting and retaining employees
 
Benefits administration and employee education
 
Worksite wellness programs
 
Managing health care costs
 
Keeping in compliance and up-to-date on changing legislation
 
Managing prescription drug costs
 
Helping employees prepare for retirement
 
Education employees on health and wellness
 
Human resources issues
 
Helping employees become better consumers of health care
 
Don’t know
 
Other, Please specify
 
 
 
5. How often would you like your Broker to stay in touch with you?
 
Weekly
 
Monthly
 
Every other month
 
Quarterly
 
Semi-annually
 
 
 
6. Are you familiar with the MyWave technology that we offer to our clients?
 
Yes
 
No
 
 
 
7. If so, do you find it helpful in assisting you with your position?
 
Yes
 
No
 
 
 
8. Are you interested in attending seminars/webinars?
 
If so, what are some topics that you would be interested in?
 
PEO
 
We have spoke to several of our clients regarding how to leverage the service of an HRO to help your business thrive in today’s economic climate. Please answer the following questions below to help see if there is a need to continue our education.
 
 
 
2.Are you familiar with PEO (Professional Employer Organization) Services?
 
Yes
 
No
 
 
 
3.Would you be interested in learning more about PEO Services?
 
Yes
 
No
 
 
 
4.Have you considered or met with a PEO Service in the past?
 
Yes
 
No
 
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