Benchmark Wealth Management Awards 2021 – Submission

Category: Client Support

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1. If you have run a Customer Satisfaction Survey within the past 24 months, please explain your objectives? Select all that apply:
Please highlight the tools used for customer satisfaction and feedback, and highlight your achievement and process:
2. What do you do under the circumstances a claim is denied? Please Select all that apply:
Please describe the claim process and its service level undertaking:
5. Please tell us your service level undertaking for the customers across all segments.
6. What does your customer portal do for your customers? Please select all that apply:
7. What does your mobile app do for your customers? Please select all that apply:
8. What does your Distributor and Agent portal do for internal and external intermediaries? Please select all that apply:
12. Does the firm discuss or monitor the impact that its products and services have on consumers?
13. Has the firm been involved in any customer-related lawsuits or offenses investigated by a judicial/regulatory process during 12 months?
16. Have you run a Broker Satisfactory Survey in the past 24 months, and what are your objectives? Select all that apply:
Please highlight the tools used for customer satisfaction and feedback, and highlight your achievement and process:
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