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* Name of Company?
   
 
 
 
Name of person?
   
 
 

Approximate number of employees who are eligible for group insurance?
 
25-50
 
50-75
 
75-100
 
100-125
 
100 above
 
 

Who is your current group insurance provider?
 
 

Rank the following features (1 highest to 6 lowest) which you consider while choosing for group life insurance for your organization?
Benefits / Features Programs
Service
Price
Brand Name of Insurance Company
Broker/ Agent/ Marketing Officer
Financial Stability
 
 

1 (not imp) 2 (fairly imp) 3 (important) 4 (very imp)
Benefit features/ Programs
Service
Price
Brand name of insurance company
Broker/ Agent/ Marketing Officer
Financial Stability
 
 

Do your employees have a say in choosing a group insurance company?
Yes No
 
 

Who decides on insurance company?
 
CEO
 
CFO
 
Employee unions
 
HR
 
Others
 
 
 

Why did your company group life insurance?
 
CBA (Contractual Bargaining Agreement)
 
Competition (for hiring)
 
Competition (for retention)
 
Legislation
 
Specify your own value
 
 
 
 
* What are the benefits/ features you look for in a group insurance plan?
   
 
 

Are the above features being provided by your group insurance company?
Yes No
 
 

What features have you availed from your insurance company?
 
Life Coverage
 
Medical Plans
 
Accident Coverage
 
Mortgage Insurance
 
Other
 

 
 
 
What is it specifically about life insurance that you would like to improve?
   
 
 

How would you rate your insurance company in answering your needs?
Good Bad
 
 

How long have you been with your group insurance company?
 
Less than 1 year
 
1 - 3 years
 
3 years and above
 
 
 
Why did you transfer to your current life insurance company?
   
 
 

Will renew your contract with your current insurance company after it expires?
Yes No
 
 

From where did you purchase your life group insurance?
 
Brokers
 
Agents
 
Marketing Officers (employees of insurance company)
 
Others
 
 
 
 
Why did you buy your insurance from the above source?
   
 
 

Are you happy with your broker/ agent/ marketing officer?
Yes No
 
 
 
If not, please elaborate?
   
 
 

Do you think benefits of your life insurance are in proportion to its price?
Yes No
 
 

How would you rate your insurance's pricing scheme with respect to its competitors?
Good Bad
 
 

1 (poor) 2(fair) 3 (good) 4 (v good)
Promptness of forwarding billing notice
Accuracy of billing
 
 
Rate your insurance company on the following parameters on a scale of 1 (lowest) to 4 (highest).
1 2 3 4
Promptness in forwarding checklists for claims
Promptness in settling claims within the expected turnaround time
Ease of contacting the company for follow-ups or questions regarding claims
Ability of the company to provide updates of statements of forwarding claims
 
 

How did you learn about your current insurance company?
 
Broker
 
Billboard
 
Newspaper
 
Referred by officemates/ friends/ relatives
 
Other
 
 
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