Annuity Service Evaluation

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

;

Sales Desk Evaluation: Inbound

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

;

Financial Intermediary Service Quality Evaluation post-sale

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

;

Performance Evaluation of Mutual Fund Service

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

;

Life Insurance Service Evaluation

DALBAR's Service Quality Measurement program provides an annual ranking of the level of telephone service being provided by various financial services firms. These rankings are based on four detailed criteria including the representative's Attitude, the level of Accommodation, the level of Expertise displayed and how effectively Interruptions to the flow of the call were handled.

;

For more information about DALBAR's SQM Program, please contact Jamie Josephs at 617.624.7159.