Service: Text Message Quick Survey on Service - Inside Insurance

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Service: Text Message Quick Survey on ServiceMatthias Allred2021-10-04T14:38:25-06:00

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Service Follow Up Survey Text

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Admin Use Only

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Form Category

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Form Name

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Agency Name

AMS ID

CRM ID

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Internal Use

Yes

Internal Use Only

Person Completing this Form*

Matthias

Todd

Laura

Jenniea

Other

Agent Email

Task Due Date

MM slash DD slash YYYY

Task Assignee

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Task Assignee Full Name

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Task Assignee AMS User ID

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Task Assignee Email

Which Message do you want to send?

Thank you for using Client Center to download your insurance documents. On a scale of 1-3, how would you rate your experience with our team? (1=poor, 3=Awesome) - Inside Insurance Service Team

Thank you for recent service request. On a scale of 1-3, how would you rate your experience with our team? (1=poor, 3=Awesome) - Inside Insurance Service Team

On a scale of 1-3, how would you rate your experience with our team? (1=poor, 3=Awesome) - Inside Insurance Service Team

Contact Info

First Name*

Last Name*

Mobile Phone*

Email*

The insured is responsible for reviewing and confirming all insurance coverages, terms, and conditions.
While we strive to provide accurate and up-to-date information, coverage details, limits, and exclusions are subject to the terms and conditions of the issued policy.
It is the insured’s responsibility to verify that their policy meets their specific needs. Please consult your policy documents and speak with your insurance provider or broker for any clarifications.

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