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Customer Experience

Insurance Agency Customer Satisfaction Survey

Measures policyholder satisfaction with their insurance agency across service, claims handling, pricing clarity, and communication, plus renewal intent. An AI follow-up interview digs into the real story behind a recent claim or service interaction so agencies know exactly what to fix or protect.

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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13問・約7分
Q01
メッセージ

Hi! We'd love your honest feedback on your experience with your insurance agency. Your responses are completely confidential and anonymized. This takes about 4-5 minutes and helps them improve service for policyholders like you.

Q02
オピニオンスケール必須

Overall, how satisfied are you with your insurance agency?

スケール: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q03
オピニオンスケール必須

How likely are you to recommend your insurance agency to a friend or colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q04
マトリクス必須

Please rate your agency on each of the following:

5行 × 5列
  • Responsiveness of your agent
  • Clarity of policy and coverage explanations
  • Handling of claims
  • Transparency of pricing and fees
  • Ease of reaching someone when you need help
列: Very poor · Poor · Fair · Good · Excellent
Q05
選択式必須

What was your most recent interaction with your agency, in the last 12 months?

  • Filed or followed up on a claim
  • Renewed a policy
  • Purchased a new policy or added coverage
  • Asked a question or requested a document
  • No interaction in the last 12 months
Q06
選択式必須

Thinking about that most recent interaction, how long did it take to get a meaningful response?

  • Same day
  • 1-2 business days
  • 3-5 business days
  • More than a week
  • I'm still waiting on a response
Q07
AIインタビュー

Reconstruct exactly what happened during the respondent's most recent interaction with their agency, especially if it involved a claim or a slow response — what they needed, what the agent or agency actually did, and where the process helped or frustrated them. If their satisfaction or recommendation score was low, press for the specific moment things went wrong; if it was high, identify the specific behavior worth replicating with other policyholders.

Q08
ランク付け必須

Rank these factors from most to least important when deciding whether to stay with your current insurance agency.

  1. Price of premiums
  2. Coverage options available
  3. Speed and fairness of claims handling
  4. Quality of customer service
  5. Trust in your agent or agency
ドラッグして順位を付ける
Q09
選択式必須

How likely are you to renew your policy with this agency at your next renewal date?

  • Definitely will renew
  • Probably will renew
  • Not sure
  • Probably will switch
  • Definitely will switch
Q10
自由回答（長文）

What is the one thing your agency could change to improve your experience?

Q11
選択式

Which of the following best describes your household's policy with this agency?

  • Auto insurance
  • Homeowners or renters insurance
  • Life insurance
  • Multiple policy types (bundled)
  • Other
  • Prefer not to say
Q12
選択式

How long have you been a customer of this agency?

  • Less than 1 year
  • 1-3 years
  • 4-9 years
  • 10 or more years
  • Prefer not to say
Q13
メッセージ

Thank you for sharing your feedback! Your responses will be used to identify service gaps and improve how your agency supports policyholders like you.

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。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Covers the core satisfaction fundamentals (overall satisfaction, likelihood to recommend, and a multi-attribute matrix rating service, claims, pricing clarity, and communication) so agencies get quantifiable benchmarks, not just anecdotes
  • Includes an AI follow-up interview that reconstructs exactly what happened during the respondent's most recent claim or service interaction, surfacing the real story behind a rating instead of leaving agencies to guess
  • Adds a ranking question on renewal-decision factors and a direct renewal-likelihood question, giving agencies a clear read on retention risk alongside satisfaction scores
  • Uses transparent, viewable prompts and produces an auto-generated report, so agencies can see exactly what the AI asked and get a ready-to-use summary of service gaps to fix

SurveyMonkey

Customer Satisfaction Survey Template For Insurance Agencies

This is a purpose-built, fielding-ready template specifically for insurance agencies, making it the closest direct competitor to ours. It's a static questionnaire built around standard rating and multiple-choice items rather than an adaptive interview.

優れている点

  • Insurance-agency-specific framing, likely with relevant pre-written question sets
  • Backed by SurveyMonkey's established survey distribution and panel/benchmarking tools
  • Easy to launch quickly given SurveyMonkey's mature self-serve platform

物足りない点

  • No adaptive AI follow-up to dig into the specifics of a recent claim or service interaction — respondents just pick from fixed answer options
  • No published methodology showing exactly what is asked or why, unlike a fully transparent prompt approach
  • No automated per-response quality scoring to flag low-effort or inconsistent answers

Jotform

200+ Customer Satisfaction Evaluation Forms

This is a broad gallery/category page listing many generic customer satisfaction form templates rather than a single fielding-ready insurance-specific survey. It's useful for browsing form-builder options but isn't tailored to policyholder experience.

優れている点

  • Large library of templates covering many industries and use cases
  • Drag-and-drop form builder flexibility for customizing layout and branding
  • Easy integration with Jotform's broader forms/workflow ecosystem

物足りない点

  • Not insurance-specific out of the box — requires manual customization to cover claims handling, pricing clarity, or renewal intent
  • Static form fields only, no adaptive AI follow-up to probe the story behind a rating
  • No built-in per-response quality scoring or auto-generated insights report

QuestionPro

Customer satisfaction survey questions | Customer satisfaction survey example

This is a general-purpose customer satisfaction template and question-example page, not tailored to insurance agencies or policyholder journeys specifically. It offers standard CSAT-style question examples that would need adaptation for claims and renewal topics.

優れている点

  • Broad set of generic customer satisfaction question examples to draw from
  • Backed by QuestionPro's enterprise survey and analytics platform
  • Supports standard scoring and reporting features common to CSAT tools

物足りない点

  • Generic template requires manual rebuilding to address insurance-specific topics like claims handling or renewal intent
  • No adaptive AI interview to reconstruct what actually happened in a recent claim or service interaction
  • No transparent, viewable prompt methodology or automated quality scoring per response

SurveySparrow

FREE Customer Satisfaction Survey Template

This is a general customer satisfaction template, not specific to insurance agencies, though SurveySparrow's conversational format gives it a friendlier feel than a plain form. It would need substantial customization to cover claims handling, pricing clarity, or renewal intent.

優れている点

  • Conversational, chat-like survey format that can feel more engaging than a static form
  • Free template available, lowering the barrier to trying it out
  • Part of a broader platform with reporting and distribution features

物足りない点

  • Not tailored to insurance topics like claims handling, pricing clarity, or renewal decisions without manual editing
  • No adaptive AI follow-up interview to explore the specifics of a recent claim or interaction
  • No automated per-response quality scoring or transparent prompt disclosure

よくあるご質問

「Insurance Agency Customer 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13問含まれており、最初の設問は次のとおりです：「Hi! We'd love your honest feedback on your experience with your insurance agency. Your responses are completely confiden…」・「Overall, how satisfied are you with your insurance agency?」・「How likely are you to recommend your insurance agency to a friend or colleague?」。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、13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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