Hileman Associates


Broker Survey

Name (optional):
Company Name (optional):
How do you rate the following (1 = poor | 10 = excellent):
   Knowledge of our subject:
   Response time to you:
   Response time to client:
   Quality of our annual report:
   Friendliness during contact:
   Cooperativeness with you:
   Attempts to educate client:
   Attempts to meet with client:
   Rate competitiveness:
   Newsletter (Benefit Insights):
       Do you read it?
Do you feel we meet the client's needs?
Have you ever used our website
What feature or service convinced
you to utilize our services?
What feature or service would you
like to have added?
In your opinion, which functions do we do well?
In your opinion, in which functions do we
need improvement?
Will you tell us how else we might improve
Our sincere thanks for your time in helping us.

BBB - Accredited Business ASPPA Member - Working for America's Retirement