Customer Survey


For convenience, we've placed this information update on our website for present customers to email any new changes that may affect your insurance.

We will never sell or use your personal information in any way other than to best serve your insurance needs with Todd Insurance Agency. You may safely complete the below survey any time your situation changes or you need additional insurance information. You may optionally print this survey and mail it to us.


       

Customer Information Update
       
Client Name*: Spouse/Other:
       
Address 1: Address 2:
City : State: Zip:
Home Phone :
       
Client Information Spouse/Other Information
Occupation: Occupation:
Cell Phone: Cell Phone#:
Work Phone: Work Phone:
Email:*: Email:
 
Children Information
Name:   Date of Birth: Gender: Male Female
Name:   Date of Birth: Gender: Male Female
Name:   Date of Birth: Gender: Male Female
Name:   Date of Birth: Gender: Male Female
 
 

Additional Information

I own a boat or ATV    
I own a motor home, camper or trailer 
I have some valuable Jewelry   
The value of my jewelry is  
My house has an alarm system
I have a personal umbrella policy  
I have a swimming pool    		 I have CDs
I have Retirement Savings
I have an IRA
I have a college savings fund
I have life insurance
I have long-term care insurance
I have a disability policy

There are a number of different areas you may want to consider when reviewing your insurance needs and preparing for your future security.  It's important you prioritize your needs to implement a plan of action to help meet you and your family's financial needs and goals.  Please check areas where you think I may be able to help.

Liability and Property Protection - discuss household liability and physical asset protection.
Needs in the Event of Death - Examine the financial impact of death, including immediate cash needs.
College Funding - Examine the cost of college and alternative methods of funding.
Retirement - Examine how your current retirement accounts compare to your objectives.
Disability Income - Examine the financial impact of a disability on your income.
Long-Term Care - Examine the impact long-term care costs can have on your financial situation

Customer Satisfaction

 Overall how satisfied are you with our customer service?
Completely Satisfied Satisfied Not Satisfied

Overall how satisfied are you with your policy coverage?
Completely Satisfied Satisfied Not Satisfied



Overall how satisfied are you with billing? 
Completely Satisfied Satisfied Not Satisfied



Overall how satisfied are you with the claims process?
Completely Satisfied Satisfied Not Satisfied



In the past few months have you recommended my agency to friends or family looking for insurance?
Yes No, but am willing to recommend the agency

What could my agency do to build a stronger relationship with you?


Is there anything you'd like to see on our website that would be interesting or helpful to you?


South Carolina Insurance
North Carolina Insurance
Scott H. Todd
Todd Insurance Agency, Inc.
1515 Hwy 17 South
N. Myrtle Beach, SC 29582
(843) 249-6317
(888) 288-8713 Toll-Free