Customer Service Survey

This survey should take approximately six minutes to complete. Your participation is vital to our efforts in improving customer service and incentives.

This survey is also available in PDF (printable) format.
If you would prefer to fill out a PDF (printable version) of this survey please click here.

If you do not have Adobe Acrobat Reader please download this software for FREE.

Contact Information
*Full Name:
Company/Employer:
Street Address:
Suite/Apt. Number:
City:
State:
Zip:
Home Phone:
Work Phone:
Fax Number:
* Email Address:
How long have you been a consultant in the cash flow industry?
What types of products do you specialize in? (Please check all that apply): Commercial Leases Factoring Lottery Pre-Settlements Life Settlements/Viaticals Mortgages Royalties Structured Settlements Other
What most influenced your decision to join the cash flow industry? (Please check all that apply): Work from Home Be Own Boss Part-Time Income Financially Independent Other
What are the top two defining factors for choosing your primary funding source? (Please check only two): Communication Knowledge/Experience Honesty/Integrity Best Price Available Timeframe to Closing Customer Service Consultant Incentives
On a scale of 1-10, rank PPI Cash on the following: Communication Honesty/Integrity Timeframe to closing Knowledge/Experience Best Price Available Customer Service Consultant Incentives Suggestions:
What company do you use as your primary funding source(s) for structured settlements, lotteries, annuities?:
In the last 12 months, how many requests have you made for quotes? 1-6 7-12 13-24 25+
In the last 12 months, how many transactions have you closed? 1-6 7-12 13-24 25+
What are the three main sources you use to obtain leads? 1. 2. 3. 4. Additional Sources
Which has more value to you: Being recognized as a top consultant in the industry. A four night Caribbean cruise.
List five incentives you have seen or would like to see from a funding source. 1. 2. 3. 4. 5.
Would you like to obtain a new consultant package detailing advertising techniques and information on our consultant programs? Yes No
Again, thank you for taking the time to fill out this customer survey. Your participation is vital to our efforts in improving customer service and incentives. If you have any other comments or questions, please contact a Consultant Rep at 1-800-509-1649.