KBS Client Satisfaction Survey

A.  For each category, please choose the selection that best
      completes the phrase: "KBS provides service which is..."

Overall Performance
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Expertise in My Industry & Business
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Accurately Evaluates Our Risk Exposures
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Negotiates and Assists with Insurance Companies
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Offers both Insurance and Non-Insurance Options
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Provides Innovative Solutions
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Acts as Part of My Team: Helps Find Solutions to Business Problems
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Establishes a Long-Term Partnership
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Actively Listens to Me and Addresses My Needs
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Keeps Me Informed
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Presents Information Effectively
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

High Ethical Standards
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)  

Provides Trustworthy Advice and Counsel
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Consistently Fulfills Commitments & Promises
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Obtains Insurance at Competitive and Reasonable Cost
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Demonstrates Operational Efficiency
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Reviews/Checks Policies and Coverages
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Timely Delivery of Policies and Endorsements
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Certificates of Insurance Supplied Promptly
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Ease & Simplicity of Making Policy Changes
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Accurate, Understandable, Timely Billing and Statements
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Claims Service
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

Provides Value to My Business
Much Better Than Expected Better Than Expected As Expected Worse Than Expected Much Worse Than N/A (not applicable)

B.  Based on the value of our relationship with KBS and its service, 
      I would switch to another broker if they would provide me with
      the same insurance product for 10% less.
      Certainly Probably Maybe/Unsure Unlikely Definitely Not

C.  The area(s) that I would most like to see improve is/are:
      

D.  Where KBS helped me most was...:
      

E.  Any Additional Comments?
      

F.  OPTIONAL INFORMATION:  (we can't express our thanks without this!)
       Email Address: 
       Name: 
       Company: 

Thank you very much for your time and feedback!

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