2023 ProCourse Client Feedback Survey

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.
1.Please select your retirement plan advisor
2.How would you rate your last investment review meeting/reporting experience with us?
Poor
Average
Excellent
3.How would you rate your interaction with your ProCourse Advisor?  
Poor
Average
Excellent
4.How would you rate your interaction with the ProCourse Support team? (Non-advisor: this includes Operations, Wellness, Marketing, etc.)
Poor
Average
Excellent
N/A - Do not interact with anyone other than my advisor
5.How would you describe the services you receive from ProCourse –
6.Are you currently utilizing the monthly Financial Beat content we provide to distribute to your participants?
7.What additional employee education resources would you like to receive, if any?
8.How likely are you to recommend ProCourse to a friend or colleague?
Very Unlikely
Very Likely
9.What is the greatest benefit you derive from ProCourse?
10.Please provide any additional feedback including how we could better serve you in the future.