Broker Survey - RiskVersity

Name*

First Last

Company*

Broker being evaluated*

Broker City*

Producer on Account*

Quality

Accuracy of Insurance Program Placement*

Accuracy of Insurance Program Placement

Staff Competency*

Staff Competency

Broker Responsiveness*

Broker Responsiveness

Broker Responsiveness*

Broker Responsiveness

Broker Commitment to Services Originally Offered*

Broker Commitment to Services Originally Offered

Delivery

Coverage Gaps and Uninsured Exposures*

Coverage Gaps and Uninsured Exposures

Presentation Format*

Presentation Format

Claims Management*

Claims Management

Risk Management Services*

Risk Management Services

RENEWAL

Timely estimates of renewal pricing*

Timely estimates of renewal pricing

Providing market analysis*

Providing market analysis

Stewardship and strategy sessions to enhance the program*

Stewardship and strategy sessions to enhance the program

Negotiations and underwriter relationships*

Negotiations and underwriter relationships

Timely binding and billing*

Timely binding and billing

SERVICE

Account management*

Account management

Leveraging of resources on the account*

Leveraging of resources on the account

Creativity/Innovation*

Creativity/Innovation

BROKER ABILITY

Advocacy Ability*

Yes
No

Industry Expertise*

Yes
No

Strong Ethics*

Yes
No

Technology Resources*

Yes
No

Market Access*

Market Access

SPECIAL PROJECTS

Special Project 1 if applicable provide description

Special Project 1 rating

Special Project 2 if applicable provide description

Special project 2 rating

Special Project 3 if applicable provide description

Special project 3 rating

Special Project 4 if applicable provide description

Special project 4 rating

Special Project 5 if applicable provide description

Special Project 5 rating