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Sign up for our Email Newsletter Thinking of buying a vehicle in the U.S. Read this first... Ask us about Airmile and Aeroplan points

On-Line Commercial Accounts Diagnostic and Relationship Survey

Purpose & Positioning Statement:

A-WIN provides specialized Commercial Programs and Packages based on each client’s specific needs. The purpose of this survey is to spend some time discussing your present insurance policy to determine if there are any concerns that we should address for you. By this, we mean services which you are not currently receiving but would find valuable, or services which are not meeting your expectations.

If there are any concerns and issues, then probably it will be to our mutual benefit to continue working together on your account. If not, then we would like to be your back-up broker - available to provide a second opinion at any time if concerns or issues should develop in your present situation.

In order for this process to work to our mutual advantage, we need to ask you to be completely candid when answering the following questions:

Your Company Name:
Your Name:
Title:
Phone Number:
Email Address:

Tell us a little about your business?
How did you get started?
How long have you been here?
What are your main products/services and who are your customers?
What do they demand of you?
What are your estimated annual sales?
What are your estimated annual payroll?
What are your # of employees?
How long have you been in business?
Who handles your Property and Casualty insurance and risk management needs presently?
Brokerage Name?
How Long with Brokerage?	Years
Broker contact?
How Long with Contact?	Years
What Company(ies) do they have you insured with?
How Long?	Years
How many times in the past 5 years have you changed your insurance provider?
Why did you Change Insurance Providers?
Does your current brokerage have expertise in your type of business or are they general practitioners? I.E. They do a little of everything for everyone.	Yes No
What do you value most about your current insurance program and brokerage relationship?
Why did you purchase from them in the first place?
As you look at your present insurance program from top to bottom, what part of it gives you the greatest concern? POPUP
When talking about the services provided by your current broker, what normally happens during the quarterly review meetings you have with your broker?
Does your assigned Customer Service Representative from your brokerage attend these meetings?	Yes No
What was the last type of educational seminar, such as Employment Practices Liability or Loss Prevention Practices, that your brokerage ran for you and your team?
What were the results of the six month update / audit your broker performed on your payroll / sales figures to make sure you weren’t hit with a surprise audit or increase?
When your brokerage conducts the quarterly Claims Update and Management Meeting, who from your company attends and what normally is accomplished?
When you submit a claim to your brokerage, do they process it the same day and send you written confirmation of their actions?	Yes No
Does your broker review the insurance requirements of every contract you enter into by visiting your office or over the telephone?	Yes No
How many recommendations were there in the Annual Risk / Loss Control Survey your brokerage completed in each of the last three years?
What percent have you implemented?	%
When you had your last meeting with the Brokerage CEO or President, what came out of it?
Have you ever received any surprises from your brokerage, such as a large adjustment premium, an uncovered claim, late renewal with big increase, or anything else?
Off the record, approximately what is your estimated insurance budget?
By the way, what premium range will we have to meet in order to be obtain your business?
How many brokerages will be quoting on your account?
Most brokerages work on an “Apples to Apples comparison” for commercial insurance. Our approach is one of a Presentation of Solutions and Best Options. Allow us to explain the difference. We will review your business in-depth with you and provide a detailed report of options. From there, we take into consideration the answers that you have provided above and design a coverage and service program suited best to you. Sometimes, we delete unnecessary coverage from your package and sometimes we recommend options that you may not currently have. While our focus is to always save you premium, it is more important to make sure that you have the proper coverage to protect you in event of a costly claim. Thank you for completing our on-line survey. One of our Commercial Managers will be contacting you right away to discuss the next step in the process.
Please press once. May take up to 30 seconds to process

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