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Industry-Specific

Broker Partner Experience & Satisfaction Survey

Captures how brokers experience working with your carrier, MGA, or brokerage — quoting speed, commissions, support, and technology — for teams managing broker partnerships. An AI follow-up interview digs into the specific reason behind a broker's lowest rating or recommendation score, surfacing the friction that's actually costing you placed business.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Thanks for taking a few minutes to share how things are going working with us. Your responses are completely confidential and anonymized. Your honest feedback helps us make it easier to do business together — this should take about 5 minutes.

Q02
選択式必須

How long have you been placing business with us as a broker partner?

  • Less than 6 months
  • 6 months to 1 year
  • 1-3 years
  • 3-5 years
  • More than 5 years
Q03
オピニオンスケール必須

Overall, how satisfied are you with your experience working with us as a partner?

スケール: 1 – 10
最小:Extremely dissatisfied最大:Extremely satisfied
Q04
マトリクス必須

Rate us on each of the following aspects of working together.

7行 × 5列
  • Speed of quote and underwriting turnaround
  • Underwriting flexibility on non-standard risks
  • Commission competitiveness
  • Responsiveness of your dedicated support or underwriting contact
  • Ease of use of the broker portal or technology
  • ほか2件
列: Poor · Below Average · Average · Good · Excellent
Q05
選択式必須

In the last 3 months, roughly what share of your eligible business did you place with us versus competitors?

  • None of it
  • Less than a quarter
  • About half
  • Most of it
  • All of it
Q06
ベスト・ワースト選択（MaxDiff）必須

Which of the following changes would do the most — and least — to increase the amount of business you place with us?

  • Faster quote and underwriting turnaround
  • Higher or more competitive commissions
  • An easier-to-use broker portal or technology
  • More marketing and co-branding support
  • A dedicated, consistent underwriting contact
  • Clearer communication about product or policy changes
  • More training and product education
  • Faster, more transparent claims handling
各セットで最も良いもの・最も悪いものを選択最も良い:Would increase our business the most最も悪い:Would increase our business the least
Q07
オピニオンスケール必須

How likely are you to recommend us as a carrier or platform partner to another broker?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q08
AIインタビュー

Identify the respondent's lowest-rated aspect from the ratings battery (or, if their recommendation score was 6 or below, treat that as the anchor) and get them to walk through a specific recent example: what happened, what they expected instead, and how it affected a real placement decision. If everything was rated highly, probe what would need to break for them to move business to a competitor, and confirm which single change from their priority ranking would matter most and why.

Q09
自由回答（長文）

Is there anything else about your experience working with us that we should know?

Q10
選択式

What is the size of your brokerage?

  • Independent/solo broker
  • 2-10 brokers
  • 11-50 brokers
  • 51-200 brokers
  • 200+ brokers
  • Prefer not to say
Q11
選択式

What is your primary line of business?

  • Personal lines (auto, home)
  • Commercial property & casualty
  • Life and health
  • Employee benefits
  • Specialty/surplus lines
  • Prefer not to say
Q12
メッセージ

That's everything — thank you! Your feedback goes directly to our broker partnerships team and helps shape what we improve next.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

このテンプレートを選ぶ理由

このテンプレートの設計意図をご紹介します。ほかのアンケートツールには、直接比較できるテンプレートが見つかりませんでした。

ここが違う

  • Beyond a static ratings battery, an AI follow-up interview automatically digs into the specific reason behind a broker's lowest-rated aspect or lowest recommendation score, surfacing the friction actually costing you placed business — no static form does this.
  • The template combines quoting speed, commissions, support, and technology ratings in one matrix alongside a MaxDiff prioritization question, so you learn not just what's wrong but what change would move the needle most.
  • It closes with an open long-text field and firmographic questions (brokerage size, line of business, tenure, share of eligible business placed), giving you segment-ready context for every response.
  • Reports are auto-generated from the responses and AI follow-up transcripts, with transparent prompts, so your broker partnership team can act on findings without manually reading every transcript.

よくあるご質問

「Broker Partner Experience & Satisfaction Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to share how things are going working with us. Your responses are completely confidentia…」・「How long have you been placing business with us as a broker partner?」・「Overall, how satisfied are you with your experience working with us as a partner?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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