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Renewal Survey

Help us prepare for our conversation by completing the Questionnaire. 

Renewal Survey
Are you happy with your current policy?
Do you prefer Text, Email or Phone Call?
Did you feel the people you interacted with knew what they were doing?
Do you like our phone system and is it easy to understand?
Did the agency meet your overall expectations?
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Do you need help with any life Insurance?
Do you need a Umbrella policy?
Based on our performance would you recommend us if some asked who takes care of your insurance?
Would like to schedule a meeting to review your renewal?
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