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CLIENT SERVICE SURVEY RESULTS - 2003
Scale: 5 - Excellent... 4 - Very Good ... 3 - Average ... 2 - Fair ... 1 - Unacceptable
Questions 5 4 3 2 1 Total
When you have a problem, are we supportive and flexible in helping you? 64 (51%) 58 (46%) (2%) (0%) (0%) 125
Are you satisfied with the promptness in returning calls and emails? 57 (46%) 60 (48%) 8 (6%) 0 (0%) 0 (0%) 125
In the information we provide accurate and complete? 58 (48%) 59 (48%) 5 (4%) 0 (0%) 0 (0%) 122
Are we meeting your expectations? 58 (47%) 60 (48%) 5 (4%) 1 (1%) 0 (0%) 124
Are you satisfied with the turnaround time of data? 51 (42%) 62 (51%) 8 (7%) 1 (1%) 1 (1%) 122
Is the reporting adequate for your firm's needs? 53 (43%) 62 (51%) 7 (6%) 0 (0%) 0 (0%) 122
Do you feel our service is fairly priced? 27 (23%) 49 (42%) 34 (29%) 8 (7%) 0 (0%) 118
Note: 390 sent > 127 returned as of 11/03 368 410 70 10 1  
Yes No
Do we provide proactive service; warn you of potential problems? 115 (97%) 3 (3%) 118
Do you have any suggestions on how we could improve the servicing of your plan? 13 (11%) 103 (89%) 116
Would you recommend our services to other businesses? 120 (98%) 2 (2%) 122
Would you allow us to put you on a list of our references? 110 (90%) 12 (10%) 122
Would you like to know more about the additional services we offer? 41 (38%) 67 (62%) 108
399 187
64 North County Line Road, Souderton, PA 18964
Phone: (215) 703-0844  Fax: (215) 723-1265
Phone Toll-Free: (877) YOURTPA (968-7872)
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