It's easy to show the FCA you're treating customers fairly

Easy to use






  • Input Client Details

    All you have to do is add a client's name and email address to your EasyFeedback database then select the appropriate email

  • Create Bespoke Questionnaire

    A link in each email takes the client to a short questionnaire. Their responses are emailed straight back to you and also collated into a monthly report.

  • Online Reports

    At the end of each month, EasyFeedback presents you with statistics, analysing client feedback. All you need to do is react - if you have to!


    EasyFeedback works by enabling clients to quickly and easily give online feedback before moving to the next stage of their quotation, contract or policy.


Easy monitor

  • Receive Instant Feedback

    At the end of each month, EasyFeedback presents you with statistics, analysing client feedback. All you need to do is react - if you have to!

    EasyFeedback works by enabling clients to quickly and easily find online feedback before moving to the next stage of their quotation, contract or policy






Easy to prove you are treating customers fairly

Specifically created for financial and mortgage advisers


Save money

There's no postage or admin overheads

See Who Has Responded

At a glance via the secure admin

Get More Feedback

By making it easy for clients to respond

Read Completed Questionnaires

As and when they arrive

Automatically Receive a Report

Direct to your inbox every month

Send Reminders

To prompt your customers

Free 30 Day Trial

It's easy... But don't take our word for it..
Try it yourself free for 30 days



FAQ's

The financial and mortgage adviser system includes protection and household policy questionnaires as standard.

We recommend you mention your EasyFeedback e-mail to them in conversation and ask for their help! Most people are keen to help.

For mortgages, just before completion is a good time, before the client becomes too involved in moving and spending!

Ideally yes, although in some cases you might feel one is enough.

To cancel your EasyFeedback subscription, please email instructions to admin@thegiconsultant.com and if you pay monthly, cancel your standing order at the bank. If you pay annually no other action is required other than to instruct us by email.