ProCourse Client Feedback

ProCourse is always looking to improve, as we want to be the advisor of choice for retirement plan sponsors.
Please help us by providing anonymous feedback. This short survey should only take a few minutes but provide great insight into how we can enhance our products and services in the future.

Question Title

* 1. Please select your retirement plan advisor

Question Title

* 2. How would you rate your last investment review meeting/reporting experience with us?

Question Title

* 3. How would you rate your interaction with your ProCourse Advisor?  

Question Title

* 4. How would you rate your interaction with the ProCourse Support team? (Non-advisor: this includes Operations, Wellness, Marketing, etc.)

Question Title

* 5. How would you describe the services you receive from ProCourse –

Question Title

* 6. Are you currently utilizing the monthly Financial Beat content we provide to distribute to your participants?

Question Title

* 7. What additional employee education resources would you like to receive, if any?

Question Title

* 8. How likely are you to recommend ProCourse to a friend or colleague?

Question Title

* 9. What is the greatest benefit you derive from ProCourse?

Question Title

* 10. Please provide any additional feedback including how we could better serve you in the future.

T