Sample Needs Assessment Questions

Preface: "I am very interested in understanding your business and determining which of the many and varied services available from me, my agency and my partner carriers would have a positive impact on your operation and could be included in a customized plan designed specifically to protect your people and assets and educate your staff throughout the year. In this regard, I'd like to ask a few questions:

Do you or your staff ever have the opportunity or desire to attend seminars and workshops on topics directly related to protecting your people, property and finances? Would such an opportunity be welcome? What topics might be of interest? How about (fill in the blanks)?

Would tools that improve efficiency, morale and safety and are available at the desktop, tools such as ZyWave, be of value to you and your staff?

How would you feel about the availability of local experts who review and provide feedback to you and your staff that improves safety, reduces risk to people, property and finances, identifies claims patterns that could signal future problems and suggests programs to avoid them?

Is it important that your advisor has access to financially-sound, here-for-the-long-haul insurance providers focused on service and specializing in your industry... and risks, who builds long term relationships with key staff in these companies and can call on these resources to supplement local experts both on a scheduled and emergency basis?

Do you expect your advisor to be available 24/7 in the event of an emergency?

Would it matter that you were working with an experienced servicing person who was assigned to your account and who worked closely with your agent to insure your service needs were met.

Would you welcome the chance to set up a visitation schedule where we could discuss changes to your business impacting your plan, the quality of service provided by your advisor and the agency, and any necessary adjustments to our plan?

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