109 - Under the current system, PAAB surveys are sent to the administrative staff who perform the work of submitting efiles. Can they be directed to the creative staff who perform the work of writing and responding to the letters?

  • The Customer Experience Index surveys are sent by automated software in a random manner and are anonymous to PAAB personnel. For ease of administration they are sent to the admin staff who initiated the eFile. However, there is no reason why the firm receiving the survey cannot pass it on to whomever they deem it best to complete the survey. The PAAB requests an answer from the person or group of people who had the most experience on the particular file in question.