Non responsive advisors/clients

This survey is being used to capture an average percentage of applications which are followed up on for missing questions or missing labs without getting a response after 2 or more attempts. This is not being used to capture files where we are waiting for financial information or an APS. NOTE: In the Name Field please enter the applicable channel. If you handle more than one channel, you can submit additional surveys.


A red asterisk (*) indicates required questions.

  1. Which Channel do you work with?
    Note: If you work with two channels, please do a separate survey for each channel. *
    IAC
    MGA (CAC)
    NAC


  1. Out of 10 Requirement Follow Ups how many cases do you see where the client is cancelling appointments at the vendor or the vendor is unable to contact the client to make an appointment after a couple attempts?*
     
      1 2 3 4 5 6 7 8 9 10     N/A
    0  10  


  1. Out of 10 Requirement Follow Ups how many are repeat follow ups (2 or more) for Missing Answers to Questions for which the advisor is not responding?*
     
      1 2 3 4 5 6 7 8 9 10     N/A
    0  10  


  1. Overall what percentage of your pending files do you feel fall into the category of a non responsive advisor/client?
    less than 10%
    11% to 20%
    21% to 30%
    31% to 40%
    over 40%




Templates provided by QUIA.COM.