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Name of Firm (optional)
   
 
 
 
Name of person filling the form (optional)?
   
 
 

Organization is involved in following types of businesses?
 
Solely Group Insurance
 
Group + Provide other services (non life, HR etc)
 
Not in group insurance
 
 

If provide other services, then please specify:
 
Payroll
 
Tax Consultancy
 
Human Resource Management
 
Other
 

 
 

Any criteria to choose target customer (clients):
 
Number of employees in company
 
Depending on Industry Sector (e.g. Telecom, BPO etc)
 
Geographic Location
 
None
 
Other (please specify)
 

 
 

How do you tap your target customers?
 
Old Business Relationships
 
References
 
We are approached by them
 
We approach them
 
Others (please specify)
 

 
 

What is your customer's primary expectation from you?
 
Efficient Administrative services
 
Professional Consulting Services
 
Best price for your services
 
Processing claims quickly
 
Others (please specify)
 

 
 
Rank the preferences with 1 being the highest and 5 being the lowest.
Rank the following attributes of a group insurance company, which you consider while choosing a group insurance company for your client.
Reputation in Industry (Brand Name)
Stability of company
Service Standards
Rank in Industry
Benefits offered
 
 

In general, is your company happy with commission in group insurance sector?
Yes No
 
 
Choose at most 5 companies from the pull down menu.
On an average, which are the 5 best commission payers in the group insurance industry?

 
 

Future of brokers in group insurance sector is:
 
Bright
 
Competitive
 
Bleak
 
 

Which will be the most important distribution channel in group insurance sector in next 3 years?
 
Brokers
 
Business Development Officers
 
Sales Insurance Agents
 
Online Sales
 
Direct Marketing
 
 

Approximately, what percentage of your revenues are from group insurance?
 
0-10%
 
11-20%
 
21-30%
 
31-40%
 
41-60%
 
61-80%
 
81-100%
 
 
Rank your importance for the five attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.
1 2 3 4 5
Proposal Perparation
Availability of Products
Competitive Pricing
Billing and Collection
Claims Settlement
 
 
If you have ever dealt with Great Pacific Life with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.


1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.
1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with United Cocolife with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.
1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Philam Lif & Gen with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.
1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Insular Life with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Asian Life and Gen with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Phil Axa. with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Ayala Life with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with CAP Life with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Fortune Life with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with SunLife with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
 
If you have ever dealt with Phil Prudential with regards to group insurance, then please rank it for the following attributes on a scale of 1 to 5.

1- Excellent, 2 = Very good, 3=Good, 4=Fair, 5=Poor.

1 2 3 4 5
Proposal Preparation
Availability of Products
Competitive Pricing
Billing and Settlement
Claims Settlement
 
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