Questionnaire

Factors affecting for the performance of Insurance Agents

1.

How old are you?

(a) Less than 30 ( )

(b) 31-41 ( )

(c) 41-50 ( )

(d) over 50 ( )

2.

How long have you been working for AVIVA NDB Insurance Bandarawela?

3.

Is this your first job in insurance field? (a) Yes ( )

a.

(b) No ( )

Did you work for another insurance company or AVIVA NDB insurance before?
Yes ( )

b.

No ( )

How long? (a) less than1yr ( )

4.

(b) 2-5 ( )

(c) 6-9 ( )

(d) over 10 ( )

Why did you join with the AVIVA NDB Insurance PLC? Please rank the reason/s.
(a) As a good social service

( )

(b) Because of the reputation of the company

( )

(c) To earn a higher income/commission

( )

(d) Interested about insurance sector

( )

5.

Are you a full time or a part time worker?

(a) Full time ( )

6.

Have you got a proper training about your job from this company?

(b) Part time ( )

Yes ( )

No

( )
a. If the answer is no, what are the fields that you expect further training?

7.

What is the wealth planner category that you are currently performing?
(a) Premier wealth planner

( )
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(b) Privileged wealth planner 1&2

( )

(c) Senior wealth planner

( )

(d) Wealth planner 1&2

( )

(e) Associate wealth planner 1&2

( )

8. Are you doing a stressful job?

(a) Yes ( )
a.

(b) No ( )

If the answer is yes, give reasons.

9. Are you satisfied with your job?

(a) Fully satisfied ( ) (b) Satisfied ( ) (c) average ( ) (d) dissatisfied ( ) (e) Fully dissatisfied ( )
a.

If the answer is dissatisfied give reasons

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10. Do you satisfied with the commission that you get with compared to the current economic conditions?
(a) Fully satisfied ( ) (b) Satisfied ( ) (c) average ( ) (d) dissatisfied ( ) (e) Fully dissatisfied ( )
b.

If the answer is dissatisfied give reasons

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11. Do you plan your work at the beginning of each week and month?
(a) Yes

( )

(b) No

( )

a. Are you taking progress report of your work and analyze the progress at the end of each week
and month?
(a) Yes

( )

(b) No

( )

b. If the answer is no, give reasons (here also same, keep sufficient space)
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12. Do the sales of insurance products differ with the customers profession?
(a) Yes

( )

(b) No

( )

a. What is the Reason for that?

....................................................
13. What are the products that you usually sell? Rank them according to the number of policies
youve sold (give time period e.g last month, last year, ect..)?
(a) Pension plan

( )

(b) Pension plus

( )

(c) Savings plan

( )

(d) Savings plus

( )

(e) Investment Plan

( )

14. By selling which products you personally most benefited? Please rank them according to level of
benifited
(a) Pension plan

( )

(b) Pension plus

( )

(c) Savings plan

( )

(d) Savings plus

( )

(e) Investment Plan

( )

a. What is the reason for the ranking order?

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15. How many customers do you handle per month?
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(a) 1-10 ( )

(b) 11-10 ( )

(c) 11-15 ( )

(d) 16-20 ( )

(e) above 21 ( )

16. How many new customers do you get per month? (New proposals)
(a) 01-05 ( )

(b) 06-20 ( )

(c) 21-30 ( )

(d) above 31 ( )

17. Are you briefing the following areas to the new customers when you are going to sell a new
policy?
(a) Product features

( )

(b) Competitive advantages of AVIVA NDB product

( )

(c) Disadvantages of the product

( )

(d) Premium paying methods

( )

18. How do you find out information about new customers? Rank them.
(a) By friends ( )

(b) by existing customers ( )

(d) By internally & externally collected data ( )

(c) by company records ( )

(e) other

( )

19. How do you contact your customers? Rank them.

(a) Face to face ( )

(b) Telephone ( )

(c) Internet ( )

(e) Postal ( )

20. What are the basic problems that you face when handling the customers?
(a) Communication problems

( )

(b) Lack of knowledge about the products and current market condition

( )

(c) As the most customers are busy with their work, lack of time to contact them

( )

(d) Traveling difficulties

( )

21. What are the qualifications that you think you have related to your job?
(a) Openness & experience

( )

(b) Honesty & self-discipline

( )

(b) Positive attitudes& self-confidence

( )

(c) Enthusiasm and accepting risk

( )
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(d) Patience &sensibleness

( )

22. Do you receipt the money collection of customers premiums on time? (a) Yes ( )

(b) No ( )

a. If the answer is no, give reasons?

23. Do you think that the new customers are having positive attitudes about the insurance sector?
(a) Yes ( )

(b) No ( )

24. Have you been properly informed by the branch on the policies that is laps and going to be laps?
(a) Yes ( )

(b) No ( )

b. If the answer is yes, what are the actions that you take to overcome that problem? Rank them.
(a) Give them a telephone call and ask to pay the premium on time

( )

(b) Go and meet the customers and ask them to pay the premium on time

( )

(c) Find out the reasons for nonpayment of premiums on time& give instructions

( )

(d) Do nothing

( )

25. According to your knowledge what are the reasons of policies becoming laps? Rank them.
(a) Bad effects Inflation & dividend rates

( )

(b) Cannot afford the living expenses due to the current economic crisis

(c) Negative attitudes about AVIVA NDB Insurance & its faithfulness

( )

(d) Other competitors try to break down the existing policies and sell their products

26. What are the major insurance companies that have become a threat for you? Rank them according
to the agents that have been a completion for you.
(a) Sri Lanka Insurance
( )

( )

(b) Janashakthi

(d) Union assurance

( )

(e) none

( )

(c) Ceylinco

( )
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27 Do you think that the companies given targets are achievable? (a) Yes ( )
a.

(b) No ( )

If the answer is no, give reasons.

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28. Are you properly keeping records on customer details? (a) Yes ( )

(b) No ( )

29. How often you update your performance in your wealth planner account?
(a) Every week ( )

(b) every month ( )

(c) every month ( )

(d) Never ( )

30. Do you usually improve / update your knowledge about the insurance?
(a) Yes ( )

(b) No ( )

a. If the answer is yes, mention the ways

..
31. How about your computer literacy?
(a) Very good ( )

(b) Good ( )

(c) Average ( )

(d) Bad ( )

(e) very bad ( )

32. Is there a good relationship among the wealth planners group? (a) Yes ( )

(b) No ( )

33. Do you think that working as an individual wealth planner is effective than working with a team?
(a) Yes

( )

(b) No

( )

a. If so give reasons?
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34. Have you been properly appreciated by the company and the manager for covering monthly
targets? (a) Yes ( ) (b) No ( )
35. Do you think that the branch manager & staff is corporation with all wealth planners performance
and progress? (a) Yes ( ) (b) No ( )
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c.

If no give reasons?

..
36. Does the company organize events for your entertainment? (a) Yes ( )

(b) No ( )

a. Mention them

b. Do you participate for them? Yes ( )

No ( )

c. If the answer is no, give reasons?

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37. Do you think that the place where the Bandarawela branch located is attractive and an advantage
for serving customers? (a) Yes ( ) (b) No ( )
38. What are the basic problems / threats faced by AVIVA NDB Insurance Bandarawela? Rank them.
(a) Completion by other companies

( )

(b) Unattractive Office location

( )

(c) Lack of office staff and their efficiency

( )

(d) The negative opinions of the people in Bandarawela area about insurance

( )

39. Are you satisfied with the company procedure?

(a) Fully satisfied ( ) (b) Satisfied ( ) (c) average ( ) (d) dissatisfied ( ) (e) Fully dissatisfied ( )
a.

If the answer is dissatisfied give reasons

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40. What are the other motivations that you expect from the side of company for your performance
growth? Please rank them.
(a) Promotions

( )

(b) Commission increments

( )

(c) More appreciations by the manager, internal staff & other wealth planners

( )

(d) More guidance and instructions

( )

(e) More entertainment activities

( )

41. What are your professional major goals and objectives? Rank Them
(a) To be a premier wealth planner

( )

(b)To be a most trusted wealth planner

( )

(c) To maximize your income/commission as much as possible

( )

(d)To provide a better social service to the public

( )

(e)To have the maximum number of policy

( )

(f) To have minimum number of laps policies

( )

42. What are your attitudes towards insurance sector?

43. What are your suggestions on the progress of the wealth planners as well as the Bandarawela
branch?

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