Xyz Mortgage Consultants - Customer Feedback Survey Page 3
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4YES / NO
Were you offered the choice of paying monthly or with a single upfront
payment?
YES / NO
Was the policy fully explained to you?
YES / NO
If you answered NO or NOT sure to any of the above please call us on
XXXXXX to discuss or provide your phone number to enable us to contact
you.
14. Buildings insurance
Was a Policy Schedule/Booklet issued and discussed with you?
YES / NO
Was the policy fully explained to you?
YES / NO
If you answered NO to either of the above, please call us on XXXXXX to discuss,
or provide your phone number to enable us to contact you.
15. Life insurance
Was a policy summary document explaining the key features and cost of the
insurance issued and discussed with you?
YES / NO
Was the policy fully explained to you?
YES / NO
If you answered NO or NOT SURE to any of the above please call us on XXXXXX
to discuss or provide your phone number to enable us to contact you.
16. Thinking about the overall level of service we provided, is XYX Mortgage
Consultancy a firm that you would recommend if asked?
Yes
o
No
o
Not sure
o
Thank you – your feedback is valuable to us.
Please use the spare page overleaf to expand on any of the points above or to tell us about other areas of
our service which you feel could be improved or where you feel we did well.
If you’d like us to contact you regarding your feedback, please tell us the best time/method to reach you.
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Parent category: Life