2016 Biennial Producers Survey
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Compared with your impression of other carriers, please rate Columbus Life on the following services and support.
One Of The Best
Better Than Most
About Average
Worse Than Average
One Of The Worst
Not Applicable
Product competitiveness
Product competitiveness One Of The Best
Product competitiveness Better Than Most
Product competitiveness About Average
Product competitiveness Worse Than Average
Product competitiveness One Of The Worst
Product competitiveness Not Applicable
Financial strength
Financial strength One Of The Best
Financial strength Better Than Most
Financial strength About Average
Financial strength Worse Than Average
Financial strength One Of The Worst
Financial strength Not Applicable
Underwriting requirements and decisions
Underwriting requirements and decisions One Of The Best
Underwriting requirements and decisions Better Than Most
Underwriting requirements and decisions About Average
Underwriting requirements and decisions Worse Than Average
Underwriting requirements and decisions One Of The Worst
Underwriting requirements and decisions Not Applicable
Producer compensation
Producer compensation One Of The Best
Producer compensation Better Than Most
Producer compensation About Average
Producer compensation Worse Than Average
Producer compensation One Of The Worst
Producer compensation Not Applicable
Sales and marketing materials
Sales and marketing materials One Of The Best
Sales and marketing materials Better Than Most
Sales and marketing materials About Average
Sales and marketing materials Worse Than Average
Sales and marketing materials One Of The Worst
Sales and marketing materials Not Applicable
Online access to client records
Online access to client records One Of The Best
Online access to client records Better Than Most
Online access to client records About Average
Online access to client records Worse Than Average
Online access to client records One Of The Worst
Online access to client records Not Applicable
Online access to commission reporting
Online access to commission reporting One Of The Best
Online access to commission reporting Better Than Most
Online access to commission reporting About Average
Online access to commission reporting Worse Than Average
Online access to commission reporting One Of The Worst
Online access to commission reporting Not Applicable
Online access to application status
Online access to application status One Of The Best
Online access to application status Better Than Most
Online access to application status About Average
Online access to application status Worse Than Average
Online access to application status One Of The Worst
Online access to application status Not Applicable
Speed of processing new business
Speed of processing new business One Of The Best
Speed of processing new business Better Than Most
Speed of processing new business About Average
Speed of processing new business Worse Than Average
Speed of processing new business One Of The Worst
Speed of processing new business Not Applicable
Responsiveness of client service
Responsiveness of client service One Of The Best
Responsiveness of client service Better Than Most
Responsiveness of client service About Average
Responsiveness of client service Worse Than Average
Responsiveness of client service One Of The Worst
Responsiveness of client service Not Applicable
Product training
Product training One Of The Best
Product training Better Than Most
Product training About Average
Product training Worse Than Average
Product training One Of The Worst
Product training Not Applicable
Advanced sales support
Advanced sales support One Of The Best
Advanced sales support Better Than Most
Advanced sales support About Average
Advanced sales support Worse Than Average
Advanced sales support One Of The Worst
Advanced sales support Not Applicable
Lead generation support
Lead generation support One Of The Best
Lead generation support Better Than Most
Lead generation support About Average
Lead generation support Worse Than Average
Lead generation support One Of The Worst
Lead generation support Not Applicable
Electronic submission of applications
Electronic submission of applications One Of The Best
Electronic submission of applications Better Than Most
Electronic submission of applications About Average
Electronic submission of applications Worse Than Average
Electronic submission of applications One Of The Worst
Electronic submission of applications Not Applicable
Sales training
Sales training One Of The Best
Sales training Better Than Most
Sales training About Average
Sales training Worse Than Average
Sales training One Of The Worst
Sales training Not Applicable
Contact management software or systems
Contact management software or systems One Of The Best
Contact management software or systems Better Than Most
Contact management software or systems About Average
Contact management software or systems Worse Than Average
Contact management software or systems One Of The Worst
Contact management software or systems Not Applicable
Illustration software system
Illustration software system One Of The Best
Illustration software system Better Than Most
Illustration software system About Average
Illustration software system Worse Than Average
Illustration software system One Of The Worst
Illustration software system Not Applicable
Now, please rate how important each area is to you as a producer.
Extremely Important
Very Important
Somewhat Important
Not Very Important
Not At All Important
Product competitiveness
Product competitiveness Extremely Important
Product competitiveness Very Important
Product competitiveness Somewhat Important
Product competitiveness Not Very Important
Product competitiveness Not At All Important
Financial strength
Financial strength Extremely Important
Financial strength Very Important
Financial strength Somewhat Important
Financial strength Not Very Important
Financial strength Not At All Important
Underwriting requirements and decisions
Underwriting requirements and decisions Extremely Important
Underwriting requirements and decisions Very Important
Underwriting requirements and decisions Somewhat Important
Underwriting requirements and decisions Not Very Important
Underwriting requirements and decisions Not At All Important
Producer compensation
Producer compensation Extremely Important
Producer compensation Very Important
Producer compensation Somewhat Important
Producer compensation Not Very Important
Producer compensation Not At All Important
Sales and marketing materials
Sales and marketing materials Extremely Important
Sales and marketing materials Very Important
Sales and marketing materials Somewhat Important
Sales and marketing materials Not Very Important
Sales and marketing materials Not At All Important
Online access to client records
Online access to client records Extremely Important
Online access to client records Very Important
Online access to client records Somewhat Important
Online access to client records Not Very Important
Online access to client records Not At All Important
Online access to commission reporting
Online access to commission reporting Extremely Important
Online access to commission reporting Very Important
Online access to commission reporting Somewhat Important
Online access to commission reporting Not Very Important
Online access to commission reporting Not At All Important
Online access to application status
Online access to application status Extremely Important
Online access to application status Very Important
Online access to application status Somewhat Important
Online access to application status Not Very Important
Online access to application status Not At All Important
Speed of processing new business
Speed of processing new business Extremely Important
Speed of processing new business Very Important
Speed of processing new business Somewhat Important
Speed of processing new business Not Very Important
Speed of processing new business Not At All Important
Responsiveness of client service
Responsiveness of client service Extremely Important
Responsiveness of client service Very Important
Responsiveness of client service Somewhat Important
Responsiveness of client service Not Very Important
Responsiveness of client service Not At All Important
Product training
Product training Extremely Important
Product training Very Important
Product training Somewhat Important
Product training Not Very Important
Product training Not At All Important
Advanced sales support
Advanced sales support Extremely Important
Advanced sales support Very Important
Advanced sales support Somewhat Important
Advanced sales support Not Very Important
Advanced sales support Not At All Important
Lead generation support
Lead generation support Extremely Important
Lead generation support Very Important
Lead generation support Somewhat Important
Lead generation support Not Very Important
Lead generation support Not At All Important
Electronic submission of applications
Electronic submission of applications Extremely Important
Electronic submission of applications Very Important
Electronic submission of applications Somewhat Important
Electronic submission of applications Not Very Important
Electronic submission of applications Not At All Important
Sales training
Sales training Extremely Important
Sales training Very Important
Sales training Somewhat Important
Sales training Not Very Important
Sales training Not At All Important
Contact management software or systems
Contact management software or systems Extremely Important
Contact management software or systems Very Important
Contact management software or systems Somewhat Important
Contact management software or systems Not Very Important
Contact management software or systems Not At All Important
Illustration software system
Illustration software system Extremely Important
Illustration software system Very Important
Illustration software system Somewhat Important
Illustration software system Not Very Important
Illustration software system Not At All Important
Experience
Taking into consideration your own experience with Columbus Life and its products, services, and personnel, how would you rate its overall quality?
Excellent
Very Good
Good
Fair
Poor
How likely are you to do the following with Columbus Life?
Extremely Likely
Very Likely
Somewhat Likely
Not Very Likely
Not At All Likely
Not Applicable
Continue doing business with Columbus Life
Continue doing business with Columbus Life Extremely Likely
Continue doing business with Columbus Life Very Likely
Continue doing business with Columbus Life Somewhat Likely
Continue doing business with Columbus Life Not Very Likely
Continue doing business with Columbus Life Not At All Likely
Continue doing business with Columbus Life Not Applicable
Increase the amount of business you give Columbus Life
Increase the amount of business you give Columbus Life Extremely Likely
Increase the amount of business you give Columbus Life Very Likely
Increase the amount of business you give Columbus Life Somewhat Likely
Increase the amount of business you give Columbus Life Not Very Likely
Increase the amount of business you give Columbus Life Not At All Likely
Increase the amount of business you give Columbus Life Not Applicable
Experience (w/Personnel)
How would you rate Columbus Life's
sales support services
(e.g. internal sales desk)?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
sales support services
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Knowledge of Columbus Life products
Knowledge of Columbus Life products Excellent
Knowledge of Columbus Life products Very Good
Knowledge of Columbus Life products Good
Knowledge of Columbus Life products Fair
Knowledge of Columbus Life products Poor
Knowledge of Columbus Life products Not Applicable
Responsiveness to your individual needs
Responsiveness to your individual needs Excellent
Responsiveness to your individual needs Very Good
Responsiveness to your individual needs Good
Responsiveness to your individual needs Fair
Responsiveness to your individual needs Poor
Responsiveness to your individual needs Not Applicable
Business-like and professional attitude
Business-like and professional attitude Excellent
Business-like and professional attitude Very Good
Business-like and professional attitude Good
Business-like and professional attitude Fair
Business-like and professional attitude Poor
Business-like and professional attitude Not Applicable
Being knowledgeable about your business
Being knowledgeable about your business Excellent
Being knowledgeable about your business Very Good
Being knowledgeable about your business Good
Being knowledgeable about your business Fair
Being knowledgeable about your business Poor
Being knowledgeable about your business Not Applicable
Resolving any problems effectively
Resolving any problems effectively Excellent
Resolving any problems effectively Very Good
Resolving any problems effectively Good
Resolving any problems effectively Fair
Resolving any problems effectively Poor
Resolving any problems effectively Not Applicable
Providing prompt response to your requests and inquiries
Providing prompt response to your requests and inquiries Excellent
Providing prompt response to your requests and inquiries Very Good
Providing prompt response to your requests and inquiries Good
Providing prompt response to your requests and inquiries Fair
Providing prompt response to your requests and inquiries Poor
Providing prompt response to your requests and inquiries Not Applicable
Knowledge of Columbus Life procedures and forms
Knowledge of Columbus Life procedures and forms Excellent
Knowledge of Columbus Life procedures and forms Very Good
Knowledge of Columbus Life procedures and forms Good
Knowledge of Columbus Life procedures and forms Fair
Knowledge of Columbus Life procedures and forms Poor
Knowledge of Columbus Life procedures and forms Not Applicable
Follow through on requests
Follow through on requests Excellent
Follow through on requests Very Good
Follow through on requests Good
Follow through on requests Fair
Follow through on requests Poor
Follow through on requests Not Applicable
Comparing Columbus Life's
sales support services
with that of other carriers, how would you rate us in the following areas?
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Professionalism
Professionalism Excellent
Professionalism Very Good
Professionalism Good
Professionalism Fair
Professionalism Poor
Professionalism Not Applicable
Knowledge of products/business
Knowledge of products/business Excellent
Knowledge of products/business Very Good
Knowledge of products/business Good
Knowledge of products/business Fair
Knowledge of products/business Poor
Knowledge of products/business Not Applicable
Responsiveness to meeting your needs
Responsiveness to meeting your needs Excellent
Responsiveness to meeting your needs Very Good
Responsiveness to meeting your needs Good
Responsiveness to meeting your needs Fair
Responsiveness to meeting your needs Poor
Responsiveness to meeting your needs Not Applicable
Experience w/ Marketing Support
How would you rate Columbus Life's
Marketing Support
services overall, including product marketing materials, sales concepts, general publications, illustrations, technology, advanced sales support, and wholesale support?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
Marketing Support
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Effectiveness of marketing materials
Effectiveness of marketing materials Excellent
Effectiveness of marketing materials Very Good
Effectiveness of marketing materials Good
Effectiveness of marketing materials Fair
Effectiveness of marketing materials Poor
Effectiveness of marketing materials Not Applicable
Variety of marketing materials
Variety of marketing materials Excellent
Variety of marketing materials Very Good
Variety of marketing materials Good
Variety of marketing materials Fair
Variety of marketing materials Poor
Variety of marketing materials Not Applicable
Quality of general publications (
Inside Columbus Life
print and digital newsletters,
Columbus Life Magazine
and
RAP Guide
)
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Excellent
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Very Good
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Good
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Fair
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Poor
Quality of general publications (Inside Columbus Life print and digital newsletters, Columbus Life Magazine and RAP Guide) Not Applicable
Ease of use of Columbus Life's technology platform/ Extranet
Ease of use of Columbus Life's technology platform/ Extranet Excellent
Ease of use of Columbus Life's technology platform/ Extranet Very Good
Ease of use of Columbus Life's technology platform/ Extranet Good
Ease of use of Columbus Life's technology platform/ Extranet Fair
Ease of use of Columbus Life's technology platform/ Extranet Poor
Ease of use of Columbus Life's technology platform/ Extranet Not Applicable
Usefulness of illustrations
Usefulness of illustrations Excellent
Usefulness of illustrations Very Good
Usefulness of illustrations Good
Usefulness of illustrations Fair
Usefulness of illustrations Poor
Usefulness of illustrations Not Applicable
Value of advanced sales support
Value of advanced sales support Excellent
Value of advanced sales support Very Good
Value of advanced sales support Good
Value of advanced sales support Fair
Value of advanced sales support Poor
Value of advanced sales support Not Applicable
Value of product training schools and webinars
Value of product training schools and webinars Excellent
Value of product training schools and webinars Very Good
Value of product training schools and webinars Good
Value of product training schools and webinars Fair
Value of product training schools and webinars Poor
Value of product training schools and webinars Not Applicable
Value of producer conferences
Value of producer conferences Excellent
Value of producer conferences Very Good
Value of producer conferences Good
Value of producer conferences Fair
Value of producer conferences Poor
Value of producer conferences Not Applicable
Comparing Columbus Life's
Marketing Support
with that of other carriers, how would you rate us in the following areas?
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Quality and effectiveness of marketing materials
Quality and effectiveness of marketing materials Excellent
Quality and effectiveness of marketing materials Very Good
Quality and effectiveness of marketing materials Good
Quality and effectiveness of marketing materials Fair
Quality and effectiveness of marketing materials Poor
Quality and effectiveness of marketing materials Not Applicable
Training programs
Training programs Excellent
Training programs Very Good
Training programs Good
Training programs Fair
Training programs Poor
Training programs Not Applicable
Columbus Life's technology platform/Extranet
Columbus Life's technology platform/Extranet Excellent
Columbus Life's technology platform/Extranet Very Good
Columbus Life's technology platform/Extranet Good
Columbus Life's technology platform/Extranet Fair
Columbus Life's technology platform/Extranet Poor
Columbus Life's technology platform/Extranet Not Applicable
Illustrations
Illustrations Excellent
Illustrations Very Good
Illustrations Good
Illustrations Fair
Illustrations Poor
Illustrations Not Applicable
Producer Conferences
Producer Conferences Excellent
Producer Conferences Very Good
Producer Conferences Good
Producer Conferences Fair
Producer Conferences Poor
Producer Conferences Not Applicable
Experience w/Agency Operations
How would you rate Columbus Life's
Agency Operations
(reporting, licensing / contracting services, etc.)?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
Agency Operations
area on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Usefulness of production and commission reports
Usefulness of production and commission reports Excellent
Usefulness of production and commission reports Very Good
Usefulness of production and commission reports Good
Usefulness of production and commission reports Fair
Usefulness of production and commission reports Poor
Usefulness of production and commission reports Not Applicable
Access to technical information
Access to technical information Excellent
Access to technical information Very Good
Access to technical information Good
Access to technical information Fair
Access to technical information Poor
Access to technical information Not Applicable
Resource for licensing / contracting services
Resource for licensing / contracting services Excellent
Resource for licensing / contracting services Very Good
Resource for licensing / contracting services Good
Resource for licensing / contracting services Fair
Resource for licensing / contracting services Poor
Resource for licensing / contracting services Not Applicable
Value of Producer's Deferred Compensation Plan (if applicable)
Value of Producer's Deferred Compensation Plan (if applicable) Excellent
Value of Producer's Deferred Compensation Plan (if applicable) Very Good
Value of Producer's Deferred Compensation Plan (if applicable) Good
Value of Producer's Deferred Compensation Plan (if applicable) Fair
Value of Producer's Deferred Compensation Plan (if applicable) Poor
Value of Producer's Deferred Compensation Plan (if applicable) Not Applicable
Accuracy of commission payments
Accuracy of commission payments Excellent
Accuracy of commission payments Very Good
Accuracy of commission payments Good
Accuracy of commission payments Fair
Accuracy of commission payments Poor
Accuracy of commission payments Not Applicable
Online access to commission reporting
Online access to commission reporting Excellent
Online access to commission reporting Very Good
Online access to commission reporting Good
Online access to commission reporting Fair
Online access to commission reporting Poor
Online access to commission reporting Not Applicable
Frequency of commission payout
Frequency of commission payout Excellent
Frequency of commission payout Very Good
Frequency of commission payout Good
Frequency of commission payout Fair
Frequency of commission payout Poor
Frequency of commission payout Not Applicable
Compared to your impression of other carriers, please rate Columbus Life on its
Agency Operations.
One Of The Best
Better Than Most
About Average
Worse Than Average
One Of The Worst
Experience w/Underwriting & New Business
How would you rate Columbus Life's
Underwriting and New Business
capabilities including all the information, support, and service provided to facilitate the issue and placement of cases?
Excellent
Very Good
Good
Fair
Poor
With regard to the
speed
of
Underwriting
and
New Business
, have you noticed any changes for the better within the past 24 months?
Yes
No
N/A (e.g. Newly Contracted)
Specifically, please rate Columbus Life's
Underwriting & New Business
area on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Accuracy of policy issue
Accuracy of policy issue Excellent
Accuracy of policy issue Very Good
Accuracy of policy issue Good
Accuracy of policy issue Fair
Accuracy of policy issue Poor
Accuracy of policy issue Not Applicable
Overall time service from application to offer / issue
Overall time service from application to offer / issue Excellent
Overall time service from application to offer / issue Very Good
Overall time service from application to offer / issue Good
Overall time service from application to offer / issue Fair
Overall time service from application to offer / issue Poor
Overall time service from application to offer / issue Not Applicable
Overall time service for preliminary / trial reviews
Overall time service for preliminary / trial reviews Excellent
Overall time service for preliminary / trial reviews Very Good
Overall time service for preliminary / trial reviews Good
Overall time service for preliminary / trial reviews Fair
Overall time service for preliminary / trial reviews Poor
Overall time service for preliminary / trial reviews Not Applicable
Underwriting status notification
Underwriting status notification Excellent
Underwriting status notification Very Good
Underwriting status notification Good
Underwriting status notification Fair
Underwriting status notification Poor
Underwriting status notification Not Applicable
Accessibility of underwriters
Accessibility of underwriters Excellent
Accessibility of underwriters Very Good
Accessibility of underwriters Good
Accessibility of underwriters Fair
Accessibility of underwriters Poor
Accessibility of underwriters Not Applicable
Responsiveness by underwriting / new business staff
Responsiveness by underwriting / new business staff Excellent
Responsiveness by underwriting / new business staff Very Good
Responsiveness by underwriting / new business staff Good
Responsiveness by underwriting / new business staff Fair
Responsiveness by underwriting / new business staff Poor
Responsiveness by underwriting / new business staff Not Applicable
Service provided by underwriting / new business staff
Service provided by underwriting / new business staff Excellent
Service provided by underwriting / new business staff Very Good
Service provided by underwriting / new business staff Good
Service provided by underwriting / new business staff Fair
Service provided by underwriting / new business staff Poor
Service provided by underwriting / new business staff Not Applicable
Access to underwriting guidelines
Access to underwriting guidelines Excellent
Access to underwriting guidelines Very Good
Access to underwriting guidelines Good
Access to underwriting guidelines Fair
Access to underwriting guidelines Poor
Access to underwriting guidelines Not Applicable
Online access to application status
Online access to application status Excellent
Online access to application status Very Good
Online access to application status Good
Online access to application status Fair
Online access to application status Poor
Online access to application status Not Applicable
Online access to client records
Online access to client records Excellent
Online access to client records Very Good
Online access to client records Good
Online access to client records Fair
Online access to client records Poor
Online access to client records Not Applicable
Effective problem resolution by underwriting / new business staff
Effective problem resolution by underwriting / new business staff Excellent
Effective problem resolution by underwriting / new business staff Very Good
Effective problem resolution by underwriting / new business staff Good
Effective problem resolution by underwriting / new business staff Fair
Effective problem resolution by underwriting / new business staff Poor
Effective problem resolution by underwriting / new business staff Not Applicable
Comparing Columbus Life's
Underwriting
with that of other carriers, how would you rate us in the following areas?
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Decisions comparable to other companies
Decisions comparable to other companies Excellent
Decisions comparable to other companies Very Good
Decisions comparable to other companies Good
Decisions comparable to other companies Fair
Decisions comparable to other companies Poor
Decisions comparable to other companies Not Applicable
Timeliness of decisions
Timeliness of decisions Excellent
Timeliness of decisions Very Good
Timeliness of decisions Good
Timeliness of decisions Fair
Timeliness of decisions Poor
Timeliness of decisions Not Applicable
Underwriting requirements
Underwriting requirements Excellent
Underwriting requirements Very Good
Underwriting requirements Good
Underwriting requirements Fair
Underwriting requirements Poor
Underwriting requirements Not Applicable
Experience w/Policy Service
How would you rate Columbus Life's
Policy Service
capabilities including all the information and service requests made by the contract owner or producer, the maintenance of the individual contract record, recording of financial transactions, and client notification of important events?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
Policy Service
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Not Applicable
Accuracy of policy / contract changes
Accuracy of policy / contract changes Excellent
Accuracy of policy / contract changes Very Good
Accuracy of policy / contract changes Good
Accuracy of policy / contract changes Fair
Accuracy of policy / contract changes Poor
Accuracy of policy / contract changes Not Applicable
Policy / contract changes turnaround time
Policy / contract changes turnaround time Excellent
Policy / contract changes turnaround time Very Good
Policy / contract changes turnaround time Good
Policy / contract changes turnaround time Fair
Policy / contract changes turnaround time Poor
Policy / contract changes turnaround time Not Applicable
Accuracy of financial services / PAT / premium processing
Accuracy of financial services / PAT / premium processing Excellent
Accuracy of financial services / PAT / premium processing Very Good
Accuracy of financial services / PAT / premium processing Good
Accuracy of financial services / PAT / premium processing Fair
Accuracy of financial services / PAT / premium processing Poor
Accuracy of financial services / PAT / premium processing Not Applicable
Financial services / PAT / premium processing turnaround time
Financial services / PAT / premium processing turnaround time Excellent
Financial services / PAT / premium processing turnaround time Very Good
Financial services / PAT / premium processing turnaround time Good
Financial services / PAT / premium processing turnaround time Fair
Financial services / PAT / premium processing turnaround time Poor
Financial services / PAT / premium processing turnaround time Not Applicable
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Excellent
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Very Good
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Good
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Fair
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Poor
Accuracy of financial distribution (Loans, partial withdrawals, etc.) processing Not Applicable
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Excellent
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Very Good
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Good
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Fair
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Poor
Financial distributions (Loans, partial withdrawals, etc.) processing turnaround time Not Applicable
Responsiveness to policy inquiries
Responsiveness to policy inquiries Excellent
Responsiveness to policy inquiries Very Good
Responsiveness to policy inquiries Good
Responsiveness to policy inquiries Fair
Responsiveness to policy inquiries Poor
Responsiveness to policy inquiries Not Applicable
Effective problem resolution by policy service staff
Effective problem resolution by policy service staff Excellent
Effective problem resolution by policy service staff Very Good
Effective problem resolution by policy service staff Good
Effective problem resolution by policy service staff Fair
Effective problem resolution by policy service staff Poor
Effective problem resolution by policy service staff Not Applicable
Compared to your impression of other carriers, please rate Columbus Life on its
Policy Service.
One Of The Best
Better Than Most
About Average
Worse Than Average
One Of The Worst
Experience w/Claim Service
Have you submitted a death or disability claim within the past 12 months?
Yes
No
Experience w/Claim Service
How would you rate Columbus Life's
Claim Service
capabilities including all the information, support, and service provided to facilitate the payment of claims?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
Claim Service
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Accuracy of claim processing
Accuracy of claim processing Excellent
Accuracy of claim processing Very Good
Accuracy of claim processing Good
Accuracy of claim processing Fair
Accuracy of claim processing Poor
Claim time service from claim notification to claim payment date
Claim time service from claim notification to claim payment date Excellent
Claim time service from claim notification to claim payment date Very Good
Claim time service from claim notification to claim payment date Good
Claim time service from claim notification to claim payment date Fair
Claim time service from claim notification to claim payment date Poor
Timely receipt of claim status correspondence
Timely receipt of claim status correspondence Excellent
Timely receipt of claim status correspondence Very Good
Timely receipt of claim status correspondence Good
Timely receipt of claim status correspondence Fair
Timely receipt of claim status correspondence Poor
Accessibility to claim personnel for service requests
Accessibility to claim personnel for service requests Excellent
Accessibility to claim personnel for service requests Very Good
Accessibility to claim personnel for service requests Good
Accessibility to claim personnel for service requests Fair
Accessibility to claim personnel for service requests Poor
Responsiveness by claim personnel
Responsiveness by claim personnel Excellent
Responsiveness by claim personnel Very Good
Responsiveness by claim personnel Good
Responsiveness by claim personnel Fair
Responsiveness by claim personnel Poor
Effectiveness of problem resolution by claim personnel
Effectiveness of problem resolution by claim personnel Excellent
Effectiveness of problem resolution by claim personnel Very Good
Effectiveness of problem resolution by claim personnel Good
Effectiveness of problem resolution by claim personnel Fair
Effectiveness of problem resolution by claim personnel Poor
Compared to your impression of other carriers, please rate Columbus Life on its
death claim service.
One Of The Best
Better Than Most
About Average
Worse Than Average
One Of The Worst
Image
Thinking of all the life insurance carriers you have experience with or knowledge of, which one carrier would you say provides the
best overall quality
considering all aspects of its products, services, and personnel?
AIG/American General
Axa Equitable
Accordia Life/Aviva USA
ING/Voya
John Hancock
Lincoln National
MetLife
Midland/North American
Nationwide
New York Life
Ohio National
Pacific Life
Protective
Prudential
Transamerica
Columbus Life
Other
If 'Other,' Please Specify:
Insurance Products
How would you rate Columbus Life's
insurance products
?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
insurance products
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Scope of products
Scope of products Excellent
Scope of products Very Good
Scope of products Good
Scope of products Fair
Scope of products Poor
Product features
Product features Excellent
Product features Very Good
Product features Good
Product features Fair
Product features Poor
Flexibility
Flexibility Excellent
Flexibility Very Good
Flexibility Good
Flexibility Fair
Flexibility Poor
Competitiveness
Competitiveness Excellent
Competitiveness Very Good
Competitiveness Good
Competitiveness Fair
Competitiveness Poor
Annuity Products
Do you currently sell Columbus Life's
annuity products
?
Yes
No
Annuity Products
How would you rate Columbus Life's
annuity products
?
Excellent
Very Good
Good
Fair
Poor
Specifically, please rate Columbus Life's
annuity products
on each of the following categories.
Excellent
Very Good
Good
Fair
Poor
Scope of products
Scope of products Excellent
Scope of products Very Good
Scope of products Good
Scope of products Fair
Scope of products Poor
Product features
Product features Excellent
Product features Very Good
Product features Good
Product features Fair
Product features Poor
Flexibility
Flexibility Excellent
Flexibility Very Good
Flexibility Good
Flexibility Fair
Flexibility Poor
Competitiveness
Competitiveness Excellent
Competitiveness Very Good
Competitiveness Good
Competitiveness Fair
Competitiveness Poor
Problem / Issues
During the past 12 months, have you had any problems with Columbus Life?
Yes
No
Problem / Issues
What were the problems related to your experience? (Max of
?
characters)
Did you contact Columbus Life regarding these problems?
Yes
No
Problem / Issues
Whom did you talk to regarding these problems? (Maximum of
?
characters)
Were the problems resolved to your satisfaction?
Yes
No
Not Yet Resolved
Problem / Issues
Would you like someone from Columbus Life to call you about these problems?
Yes
No
Problem / Issues
Contact Information
New Services / Benefits
What services or benefits would you like that Columbus Life does not currently offer?
(Max of
?
characters)
Marketing/Promotions
How would you rate Columbus Life's
sales contests
?
Excellent
Very Good
Fair
Poor
* If 'fair' or 'poor,' how can Columbus Life improve future sales contests? (Max of
?
characters)
Do you feel that Columbus Life's
sales contests
provide motivation to increase sales efforts?
Yes
Somewhat
No
Marketing / Promotions
Do you feel that Columbus Life's
conference promotions
are...
About right
Not enough, more can be done
Unaware of conference promotions
Do you feel that Columbus Life's
conference promotions
are engaging and attention-getting, thus keeping them top-of-mind throughout the year?
Yes
No
Technology and Contact Preferences
How do you like to be contacted regarding business updates? (Select Top 3)
Office Phone
Mobile Phone
Email
Text
Social Media Sites (LinkedIn, Twitter, Facebook, YouTube, etc.)
Other
If 'other,' please specify (Max of
?
characters)
How frequently would you like to receive updates or communications from Columbus Life?
Once per week
Twice per month
Once per month
Are you familiar with Columbus Life's "CLIC Mobile" and "Tax App" mobile applications for smartphones and tablets (available through iTunes, Google Store, and Amazon/Kindle)?
Yes, Both
Just "CLIC Mobile"
Just the "Tax App"
No, Neither
How would you rate the usefulness and functionality of the
Tax App
?
Excellent
Very good
Good
Fair
Poor
N/A
How would you rate the usefulness and functionality of the
CLIC Mobile
app?
Excellent
Very good
Good
Fair
Poor
N/A
How often do you use the
CLIC Mobile
app?
Daily
A few times a week
A few times per month
Less than a few times per month
N/A
What
CLIC Mobile
features do you find most useful? (Select all that apply)
Respond to Requirements
Track Progress of Cases
Accept Offers
Compare Quotes
Nautical Term Quotes
Voyager Quotes
Contact Columbus Life Sales Desk
N/A (Do Not Use)
Other
If 'other,' please specify (Max of
?
characters)
What, if anything, would you suggest to improve the design and/or usefulness of our current mobile applications (CLIC Mobile and 2016 Tax App)? (Max of
?
characters)
What kind of mobile applications would you like to see Columbus Life develop that would make doing business with us much easier? (Max of
?
characters)
What
social media
sites do you use for
business
purposes? (Select all that apply)
LinkedIn
Twitter
Facebook
YouTube
Vimeo
Google+
Instagram
Pinterest
I do not use social media sites for business purposes
Other
If 'other,' please specify
Areas Of Importance
What do you feel are the
TWO most important
areas a life insurance company should focus on to effectively position themselves ahead in the marketplace. (Check only two)
Competitive product line
Compensation package
Consistent underwriting
Financial strength of the carrier
Carrier advertising / brand development
Carrier communication strategy for customers and producers
Effectively using technology to service the customer and producer
Demographics
Which best describes your office location?
Urban
Suburban
Rural
How many years have you devoted to the life insurance business?
Less than 3 years
3-5 years
6-9 years
10-14 years
15-19 years
20 or more years
What is your product preference(s)? (Check all that apply)
Universal Life
Indexed Universal Life
Survivorship Universal Life
Variable Universal Life
Term Life
Single Premium Deferred Annuities
Single Premium Immediate Annuities
In what markets are you currently selling? (Check all that apply)
Personal Retirement Market
Business Market
Senior Market
Affluent Market
Emerging Affluent Market
Middle Market
Final Expense Market
Orphan Policy Holders Market
LGBT Market
Multi-Cultural Market (Chinese, Korean, Hispanic, etc.)
Other
Please Specify:
Demographics
What are the primary insurance needs of those markets? (Check all that apply)
Income Replacement
Retirement Income
Mortgage Protection
College Tuition / Funding
Loan Collateral
Roll-Over Issues (401K / 135)
Business Continuation
Legacy Assurance
Key Person
Gift Tax
Business Retirement Benefits
Cross Purchase
Succession Planning
Pension
Estate Planning
Tax Sheltering / Minimization
Senior / Secondary / Life Settlements
Supplemental Retirement Income
Final Expense
Other
Please Specify:
How are your sales generated? (Check all that apply)
Cross-selling Current Clients
Advertising
Referrals
Internet
Event Marketing
Direct Mail
Vendor Leads
Worksite Marketing
Personal Marketing
Business Information
In 2015, approximately how many clients did you work with?
For 2016, how many
new clients
do you plan on working with?
In what year were you born?
Are you...
Male
Female
Survey Options
Please indicate your preference.
I do not mind being contacted for further information regarding this survey
Please
do not contact me
for further information regarding this survey
For Raffle Drawing
Five winners will be selected in a random drawing from completed survey responses
received on or before November 15th
. Each of the five winners will receive a $100 MasterCard gift card.
Please indicate your preference.
I would like to participate in the raffle drawing
I would
not
like to participate in the raffle drawing
Please Submit The Following Information (
Required if participating in the raffle
)
Name
Phone Number
Email Address
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