Product Satisfaction

Best of the Best

Measures the satisfaction level of advisory, pre, and post-sale care, suitability, advocacy, and retention. A higher percentage means more satisfaction.

Cost of Product

Better Than Most

Measures whether the product is reasonably priced, the cost of product and fees, and the value-for-money perception. Newer products tend to have higher scores.

Satisfaction on R.O.I.

Best of the Best

Policyholders' satisfaction considering what each dollar can buy, including claims frequencies and coverages, rewards on no claims, leverage ratios, and bonuses.

Product Innovation

Average

Customers' experiences in the product's ongoing renewal, new features, flexibility in terms, yields, and value-creation to their overall financial planning goals.