“Pleasant and clear to speak to and answered my questions concisely.”
“(Dan) was prompt, concerned and efficient.”   What would you tell a friend or colleague...
“I feel Dan was very helpful and accommodating, patient, and answered our questions thoroughly. (He)...
“Dan took the time to explain all options and we never felt rushed. (He) set...
“He provided an excellent plan for us. It’s a great compromise that allows us to...
“Dan is knowledgeable about the products he sells, professional and respectful of time constraints when...
“Very knowledgeable, customer centric, explores various options. Personalize attention, knowledge about the product, advice provided.”
“It was quick and easy, his explanations were on point. Nothing could be easier to...
“Dan was very personable and seemed to know what he was doing. I felt like...
For what reason did you give a score of 5 stars out of 5? “Explanation...
“No pressure interactions, very considerate and knowledgeable.”
“Specific personal attention and attention to details. Friendly and super responsive. An intelligent, thorough process...
“Dan was very responsive and a good listener. (He gave) good guidance on what is...
“Dan was very professional. He explained things very well. If I did have a question...
“The agent understood our needs and financial status and directed us to a product that...
For what reason(s) did you give a score of 10 out of 10 for your...
What did you find most useful about this process? “Agent’s availability and time.”   What...
For what reason did you give a score of 9 out of 10 for your...
“Timely, professional, knowledgeable and easy to talk with. Helpful, easy, able to meet via phone...
“Dan was very detailed and thorough and answered all our questions.”   What would you...