Financial / Insurance Studies

Our professional interviewers are trained to handle sensitive subjects.  Financial and insurance related surveys for many respondents send out a red flag. With concerns that someone is trying to sell them something, and fears about fraud and identity theft, you need to be able to quickly identify and address these concerns.  Our staff is prepared to quickly identify themselves, who they are calling for, why they are calling and provide information to verify their credentials.  We go about this by giving our staff customized training to address the different challenges of these types of studies. Whether it’s a customer looking for verification of legitimacy of the study, or a respondent wondering why we are asking for the primary financial decision maker in the household, our staff will be ready.

PBR has conducted Market Research surveys for Fortune 500 Financial & Insurance Companies in the following data collection areas:

• Customer Satisfaction (Sponsored & Blind)
• Customer Attrition (Sponsored & Blind)
• Customer Retention (Sponsored & Blind)
• Market Trends
• Market Share
• Consumer Awareness
• Consumer Tracking
• B2B Decision Makers