|
Name
|
| |
Scott Cordell
|
|
Specialist Name
|
| |
Matt Davis
|
|
How did you hear about us?
|
| |
Referral
|
|
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
- Annuity
- Roth IRAs
- Dental
- Vision
- Accident/Disability
- Life Insurance
|
|
What other products or services are you interested in?
|
| |
|
|
Comments/Feedback:
|
| |
Matt had all the answers and was well versed in all areas… He made every effort to be helpful…
|
