Insurance Agency Staff Agreement Assessment Questionnaire Form
Please complete this assessment to help us understand your readiness and familiarity with the insurance agency staff agreement. All responses are confidential and used for internal evaluation only.
Full Name
*
First Name
Last Name
Job Role/Title
*
Which agreement topic are you being assessed on?
*
Please Select
Code of Conduct
Data Privacy
Sales Practices
Claims Handling
Customer Service
Other
How clearly do you understand the staff agreement requirements?
*
Not at all clear
1
2
3
4
Very clear
5
1 is Not at all clear, 5 is Very clear
How familiar are you with the agency’s policies related to this agreement?
*
Not familiar
1
2
3
4
Extremely familiar
5
1 is Not familiar, 5 is Extremely familiar
How comfortable are you with complying with the agreement requirements?
*
Not comfortable
1
2
3
4
Very comfortable
5
1 is Not comfortable, 5 is Very comfortable
Please rate your agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I understand my responsibilities under the agreement.
1
2
3
4
5
I know where to find the agency’s policies.
6
7
8
9
10
I feel prepared to comply with the agreement.
11
12
13
14
15
I know who to ask if I have questions.
16
17
18
19
20
What additional training or resources would help you better understand or comply with the agreement?
How ready do you feel to fully comply with the staff agreement?
*
1
2
3
4
5
Any comments or concerns regarding the staff agreement?
Submit Assessment
Should be Empty: