The Broker TCF (Treating Customers Fairly) programme helps brokers, brokerage managers and brokerage owners to measure the level of service and satisfaction experienced by a policyholder.
During the process, certain TCF and FAIS (Financial Advisory and Intermediary Services) regulation questions may be asked and confirmed for record keeping purposes to assist with compliance requirements.
Although most questions are kept standard to allow for benchmarking, you can disable questions that are not relevant to your business. You have the flexibility add two custom questions of your own to each survey.
If a customer leaves negative feedback, you'll receive an email notification within a few minutes. This means you can quickly respond to the unhappy customer to solve their issue.
The system is already integrated with the Cardinal and MMX systems. This means that we can trigger automated surveys at different broker-customer touch points.
Get feedback that is useful, frequent and in real-time which allows for immediate action on valuable insights.
Track performance over time to identify changes in customer satisfaction. Benchmark results against the market and across insurers and operational categories.
The interaction with customer takes place and concludes.
A SMS is sent directly to the customer containing a link to provide feedback relating to their experience.
Your customer completes an online survey providing feedback (positive or negative) relating to their unique experience.
Customer feedback is made available online allowing your business to address any concerns as soon as possible.
|Number of interactions||Price (VAT Incl)|
|0 - 1000||R995,00|
|1001 - 1500||R1 500,00|
|1501 - 3000||R2 200,00|
|3001 - 4000||R2 900,00|
|4001 - 5000||R3 600,00|
|5001 - 6000||R4 300,00|
|6001 - 7000||R5 000,00|
|7001 - 8000||R5 700,00|
|8001 - 9000||R6 400,00|
|9001 - 10 000||R7 100,00|
|10 001 +||POA|
Sign up to MyEcho Empower
Register for the Broker TCF program
Complete the registration form
Start sending surveys
Email Lightstone and an expert consultant will be in touch with more information.