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Chat with Savannah
Post Renewal Survey
Help me prepare for our conversation. Complete the Questionnaire
Post Renewal Survey
Did you see the pre renewal email?
Yes
No
Are you happy with your current policy?
Yes
No
Do you prefer Text, Email or Phone Call?
Text
Call Me
Email
Did you feel the people you interacted with knew what they were doing?
Yes
No
Somewhat
Do you like our phone system and is it easy to understand?
Yes
No
Somewhat
Did the agency meet your overall expectations?
Yes
No
Not Really
Who do you usually work with?
Scale of 1-10 how did we do this past year?
Would you like help with any of these other policies?
Do you need help with any life Insurance?
Yes
No
Maybe in the future
Do you need a Umbrella policy?
Yes
No
I need to learn more.
Based on our performance would you recommend us if some asked who takes care of your insurance?
Yes
No
Would like to schedule a meeting to review your renewal?
Yes
No
Let my policies renew.
First Name
Last Name
Email
Submit
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