|
Name
|
| |
Ana Mercado-Burgos
|
|
Specialist Name
|
| |
Johnny Gottstein
|
|
How did you hear about us?
|
| |
Co-Worker
|
|
Co-Worker Name
|
| |
Jessie Galarza
|
|
Was your benefit specialist prompt and courteous of your time?
|
| |
Yes
|
|
Were all your questions answered?
|
| |
Yes
|
|
Did your benefits specialist help you understand or update your benefits?
|
| |
Yes
|
|
Would you refer your benefits specialist to a colleague?
|
| |
Yes
|
|
What financial or insurance products were discussed during your appointment?
|
| |
- Retirement Plans
- Life Insurance
|
|
What other products or services are you interested in?
|
| |
- Retirement Paperwork Completion
|
