Employee Benefits Advisor Evaluation

You pay a lot for your employee benefits program. Is your Employee Benefits Advisor doing what it takes to build an employee benefits program that controls your costs, satisfies your employees, and attracts quality recruits?

This 25-point evaluation will give you the tools to assess your current advisor.

This assessment will help you consider your advisor's performance in the following areas:

Responsiveness
Insurance market expertise
Renewal process
Benefits implementation
Reviewing and analyzing claims
Benefits solutions

If you want to know whether you're getting exceptional service or if you need to look for a more qualified advisor, fill out the form below to request your evaluation.

You will immediately be directed to a page where you can click and open your evaluation. You'll also receive a link to the evaluation in your inbox in case you want to look at it again.

Are you ready to find out if your agent is a Rockstar?

Is your Employee Benefits Advisor giving you the service and expertise you're paying for?

Get Your 25-Point Evaluation