Financial Sector Research
ORC Corporate Monitor
Now in its twelfth year, the ORC Corporate Monitor study has provided subscribing members with a regular and reliable source of information about the satisfaction levels of FAs and employee benefits consultants who place corporate pensions and protection business with life offices.
The study aims to assess how satisfied they are with the service they receive from life offices in certain key areas, these being:
- Pre-sales communication
- Consultant support
- Use of technology
- Sales support
- Scheme set-up
- Scheme administration
- Development of existing schemes
In this way, subscribing members are able to identify areas for improvement that will best meet the business needs of FAs and employee benefits consultants.
Research methods
| Sample | 200 Intermediaries |
| Method | Face-to-face interviewing |
| Quota | Quotas set on region and type of FA |
| Frequency | Annual |
| Next wave | June 2008 |
| Current members | 6 |