|
Name
|
| |
Tish Howell
|
|
Specialist Name
|
| |
Matt Davis
|
|
How did you hear about us?
|
| |
Co-Worker
|
|
Co-Worker Name
|
| |
Tammy Spencer
|
|
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?
|
| |
|
|
Comments/Feedback:
|
| |
He has been great helping me prepare and complete the retirement process
|
