Current Agent/Broker Services Evaluation FEB 2020
RequiredRequired Question(s)
Required 1.
Please enter the information indicated below.

First Name:
Last Name:
Job Title:
Company Name:

Required 2.

Please rate the quality of the services from your current agent/broker on each of the following items:


 1 = Extremely Low Quality/Non-existent 10 = Extremely High Quality Not Applicable 
Timely service requests
Pre-renewal strategy sessions and develops an annual risk management service plan
Quality education and training tools
OSHA compliance and claims management tools
Interactions with insurance company underwriters
Delivers insurance policies in a timely manner
Contract reviews for appropriate risk transfer and controls
Claims summary reports and analysis
Risk control support and safety services
Mid-year stewardship reviews