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Finance & Insurance

Insurance Agent Performance & Trust Evaluation

Measures how policyholders experience their insurance agent — responsiveness, product knowledge, coverage fit, and claims support — with an AI follow-up that digs into the specific moment that shaped their trust (or distrust) in the agent. Built for agencies and carriers running periodic agent scorecards.

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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14問・約7分
Q01
メッセージ

Hi! We'd like your honest feedback on the insurance agent who handles your policy. Your responses are completely confidential and anonymized. This takes about 8 minutes and helps us recognize great agents and coach the ones who need it.

Q02
選択式必須

Which type(s) of insurance does this agent handle for you?

  • Auto
  • Home or property
  • Life
  • Health
  • Business
  • Umbrella or other
Q03
選択式必須

In the last 12 months, how many times have you contacted this agent (calls, emails, texts, or in-person)?

  • None
  • 1-2 times
  • 3-5 times
  • 6 or more times
Q04
マトリクス必須

Based on your experience, how would you rate your agent on each of the following?

5行 × 5列
  • Knowledge of insurance products
  • Clarity of explanations
  • Responsiveness to your questions
  • Professionalism
  • Honesty and trustworthiness
列: Poor · Fair · Good · Very good · Excellent
Q05
オピニオンスケール必須

Overall, how satisfied are you with this agent?

スケール: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q06
オピニオンスケール必須

How likely are you to recommend this agent to a friend or family member?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q07
選択式必須

Thinking about the coverage your agent recommended, how well did it match your actual needs?

  • Matched my needs well
  • I felt over-insured (paying for more than I need)
  • I felt under-insured (gaps in my coverage)
  • Not sure / never discussed in detail
Q08
選択式

If you filed a claim in the last 12 months, how would you rate the agent's support during that process?

  • Excellent support, they advocated for me
  • Good support, but slow at times
  • Poor support, I felt on my own
  • Haven't filed a claim in the last 12 months
Q09
AIインタビュー

Reconstruct the specific interaction or decision that most shaped this respondent's trust in their agent. Anchor on their recommendation score and coverage-fit answer: if the score is low or they felt over/under-insured, probe exactly what happened, what the agent said or failed to say, and whether they've considered switching agents or carriers. If the score is high, find the one moment that earned that trust so it can be replicated by other agents.

Q10
選択式必須

How likely are you to continue using this agent for your insurance needs next year?

  • Very likely
  • Somewhat likely
  • Unsure
  • Somewhat unlikely
  • Very unlikely
Q11
選択式

How long has this person been your insurance agent?

  • Less than 1 year
  • 1-3 years
  • 4-9 years
  • 10+ years
  • Not sure
Q12
選択式

Which age group do you fall into?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q13
選択式

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q14
メッセージ

Thank you for sharing your experience! Your feedback goes directly into your agent's coaching and recognition review — it's never shared with them word-for-word, but the patterns you helped surface are.

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

  • Includes a dedicated AI follow-up interview that reconstructs the specific interaction or decision that shaped the policyholder's trust (or distrust), not just a rating.
  • Combines structured measurement (matrix ratings on responsiveness, product knowledge, coverage fit, claims support) with open-ended adaptive probing in one flow.
  • Captures coverage-fit and claims-support perception directly, plus satisfaction, NPS-style likelihood to recommend, and retention intent — giving agencies a full scorecard, not a single-metric survey.
  • Auto-generates a per-response report so agencies can review individual agent feedback without manually reading transcripts.

QuestionPro

Insurance agent survey questions + sample questionnaire template

This is a questionnaire/sample-questions page for insurance agent evaluation rather than a single ready-to-field template with a fixed flow. It covers the same general subject matter (agent evaluation) and gives question ideas, but appears to function more as a guide plus a customizable builder than a packaged survey with built-in analysis.

優れている点

  • Directly focused on the insurance agent evaluation use case
  • Backed by a large established survey platform with broad customization and distribution tools
  • Provides sample questions that can be a useful starting reference for question wording

物足りない点

  • Presented as sample questions/guide content rather than a fielding-ready template with a fixed structure
  • No adaptive AI follow-up — cannot dynamically probe the specific moment that shaped a policyholder's trust
  • No automated per-response quality scoring or auto-generated agent-level report mentioned

Jotform

Agent Performance Evaluation Form Template

This is a generic agent performance evaluation form, not specific to insurance agents, coverage fit, or claims support. It's ready to field as a form but is a static questionnaire built for broad 'agent' use cases rather than insurance-specific trust and product-knowledge dynamics.

優れている点

  • Ready-to-use, easily editable form builder with drag-and-drop customization
  • Generic enough to be adapted across different agent-type contexts
  • Simple, familiar form format for quick deployment

物足りない点

  • Not insurance-specific — lacks built-in items on coverage fit, claims support, or product knowledge
  • Static form with no adaptive AI follow-up to probe the specific interaction that shaped trust
  • No automated quality scoring or auto-generated report; results require manual review

よくあるご質問

「Insurance Agent Performance & Trust Evaluation」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14問含まれており、最初の設問は次のとおりです：「Hi! We'd like your honest feedback on the insurance agent who handles your policy. Your responses are completely confide…」・「Which type(s) of insurance does this agent handle for you?」・「In the last 12 months, how many times have you contacted this agent (calls, emails, texts, or in-person)?」。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、14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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