"Thank you very much for compiling this summary - it is a fantastic overview and saves us a lot of time. I particularly liked the quotes that you pulled from the transcripts; they were exactly what we were looking for."

"Your model building and reconstruction is remarkable for its accuracy and speed, and you saved me several weeks of work, which I greatly appreciate."

"Sutherland's analyst is diligent, accurate, technical and thoughtful with all of his work. He is a very thorough researcher and can find difficult statistics. He stays on top of long term projects and will continue to try to complete if unsuccessful. He continues to be a huge asset to our team."

"Sutherland's analyst is an invaluable resource to me and my team. We can count on him to generate thorough, accurate materials quickly. I am impressed with Sutherland's analysts' ability to perfectly capture what it is we were looking for, having only received limited instructions via email."

"I would like to mention that we had a really good week with 4 out of 8 meetings already reaching the "hot" category. Great progression with the type and kind of companies we are meeting with."
Keep up the hard work.

"This is a small note to say that it has been great working with you. Projects have been:
1- Delivered on time.
2- Delivered to top standards.
3- Not once there has been a delay (if there has been it has been discussed prior)
4- You have also gone beyond work hours in accommodating our special requests from time to time.
5- Particularly want to mention Fruit Trees study where your role was very key and well positioned in dealing with our "end client". This was truly outstanding.
Full marks.
We value this partnership and you have treated it beyond a client/supplier relationship.
Please keep up the good work.

We have never had many policies in the database, and until recently our process was to reach out to advisors for that plan. Our Michigan team had precious few medical policies as well. I wanted to call out the Sutherland team for their amazing work in adding over a hundred new policies-not just PA forms, but fully-developed medical policies as well. Many of these were dated 2016 and earlier, so they had been missed for years.
Our Mumbai team is struggling with our conventions, working all day with Excel, and large workloads. Every plan they've pulled this month has been brand-new to them. These are plans we've researched multiple times this year alone, and they still manage to dig up all kinds of new information. This is not something we gather statistics on, but anecdotally, I've been reading a lot of new (previously-missed) policies in the last two weeks.
I'm very glad to have this kind of ingenuity on our side, enhancing our product a few plans at a time. If you've had a similar experience, I ask you to please give the Mumbai team that feedback as well.
Thanks,