Business Assessment Questionnaire

Business Assessment Questionnaire

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  • If referred to us from one of our Certified Coaches or Affiliates, please enter the provided Reference ID here.
  • Agency Goals and Performance

  • Be detailed here. Only your business coach will see your confidential remarks.
  • Select those in which you are completely satisfied and do not need to improve.
  • Staffing and Teamwork

  • Life Balance and Relationships

  • The Company You Represent

  • FREE GIFT: This survey will only take a few minutes, is extremely confidential and will help us gather research to report to insurers about the affect training and support can have on insurance agents who rely on them to provide exceptional service. Your name will not be included in our report, but your answers can help shape training programs and coaching offered in the future. And as a gift, we will give you a FREE eBook Summary of Jeff Hastings book, "So You Want to be an Insurance Agent" for your perusal.

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