Q01
メッセージ
すべてのテンプレートFinance & Insurance
Insurance Policyholder Experience & Renewal Survey
Measures how policyholders feel about their coverage, premium value, and claims experience, and gauges renewal intent before it turns into churn. An AI follow-up digs into the real story behind a recent claim or renewal decision, surfacing friction points a rating scale alone would miss. Built for insurers and brokers tracking retention and satisfaction.
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
Q02
選択式必須
Which type of policy are you thinking of as you answer this survey?
- Auto
- Home or renters
- Life
- Health
- Pet
- Other
Q03
オピニオンスケール必須
Overall, how satisfied are you with this policy?
スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q04
マトリクス必須
How much do you agree with each statement about your policy?
4行 × 5列
- It's easy to understand what is and isn't covered
- The premium I pay is fair for the coverage I get
- Managing my policy online or by app is easy
- Customer service responds quickly when I reach out
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
選択式必須
In the last 12 months, have you filed a claim on this policy?
- Yes
- No
Q06
オピニオンスケール
If you filed a claim in the last 12 months, how satisfied were you with how it was handled?
スケール: 0 – 10
最小:Very dissatisfied最大:Very satisfied
Q07
ランク付け必須
Rank these factors by how much they matter to you when choosing or renewing a policy (most important first).
- Price
- Breadth of coverage
- Customer service quality
- Claims process reputation
- Ease of digital tools
- Trust in the brand
ドラッグして順位を付ける
Q08
価格感度分析（Van Westendorp）必須
Thinking about your annual premium for this policy:
- At what price would you feel this coverage is so low-cost that you'd question whether it's adequate?
- At what price would you consider this coverage a bargain — a great deal for the money?
- At what price would you start to feel this coverage is getting expensive, though you might still consider it?
- At what price would this coverage be so expensive you would not consider it at all?
Q09
オピニオンスケール必須
How likely are you to renew this policy when it comes up for renewal?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q10
AIインタビュー
Reconstruct the real story behind the respondent's renewal likelihood score. If they filed a claim, anchor on that specific claim: what happened, how it was communicated, and any moment of friction or delight. If they gave a low renewal score without a claim, probe what specifically about price, coverage, or service is pushing them to consider leaving, and what would change their mind.
Q11
選択式
How long have you held a policy with this insurer?
- Less than 1 year
- 1-3 years
- 4-10 years
- More than 10 years
Q12
選択式
Which age range do you fall into?
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Q13
選択式
Which best describes your household?
- Living alone
- Couple, no children
- Family with children at home
- Multigenerational household
- Prefer not to say
Q14
メッセージ
Thank you for sharing your experience! Your answers, along with everyone else's, feed directly into how we improve coverage, pricing, and the claims process.
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
- Goes beyond a satisfaction rating with an AI follow-up interview that reconstructs the real story behind a respondent's renewal likelihood score, surfacing friction points a scale alone would miss
- Combines quantitative rigor (opinion scales, matrix agreement, ranking, and a Van Westendorp premium-sensitivity question) with qualitative depth in a single flow
- Segments responses by claim history, policy tenure, age, and household type so insurers can see which groups are most at churn risk
- Transparent prompts and automated per-response quality scoring mean insurers can trust and audit the AI-probed claim/renewal stories, then get an auto-generated report without manual analysis
Jotform
Insurance Policy Information Form TemplateThis is a data-intake form for capturing policy details (holder info, coverage, policy number) rather than a satisfaction or renewal-intent survey. It's easy to customize with Jotform's drag-and-drop builder but isn't built to measure experience or churn risk. Useful only as an admin/onboarding form, not a comparable research instrument.
優れている点
- Simple drag-and-drop form builder for quick deployment
- Good for structured data capture like policy numbers and coverage details
物足りない点
- Not designed to measure satisfaction, claims experience, or renewal intent at all
- Static fields only — no adaptive follow-up to explore why a policyholder feels a certain way
- No automated scoring or churn-focused reporting
QuestionPro
Insurance policy survey questions + sample questionnaire templateA content-rich guide with a sample questionnaire covering policy satisfaction, claims, and coverage topics, aimed at helping teams write their own survey. It reads more like an educational resource with example questions than a ready-to-field, structured template. Good starting point for question ideas, but requires assembly into an actual instrument.
優れている点
- Broad library of sample insurance survey questions for reference
- Established survey platform with standard question types and reporting dashboards
物足りない点
- Presented as a guide/sample list rather than a turnkey, fielding-ready survey
- No adaptive AI probing to dig into the story behind a claim or renewal decision
- No published methodology on how question wording or scoring choices were made
SurveyMonkey
Insurance Expenses Survey TemplateFocused on premium and cost-related questions rather than the full renewal/claims experience journey. It's a ready-to-use fielding template on a mature survey platform, but narrower in scope than a full satisfaction-and-retention instrument. Best suited for pricing perception research, not churn diagnosis.
優れている点
- Fielding-ready template on a widely used, reliable survey platform
- Likely includes standard benchmarking and reporting tools for cost/value questions
物足りない点
- Narrow focus on expenses rather than claims experience, coverage satisfaction, or renewal intent
- Static question set with no adaptive follow-up to surface underlying reasons for dissatisfaction
- No transparent prompt methodology or automated qualitative-response scoring
SurveySparrow
Car Insurance Survey TemplateA conversational-style template scoped specifically to car insurance rather than general policyholder experience across policy types. It offers a chat-like UI for better completion rates, but is limited to auto insurance and standard fixed questions. Not designed to probe deeply into renewal decisions or claims stories.
優れている点
- Conversational chat-style interface that can improve respondent engagement
- Purpose-built for the auto insurance vertical
物足りない点
- Scoped to car insurance only, not adaptable across policy types like home, life, or health
- No AI-driven follow-up to reconstruct the reasoning behind a satisfaction or renewal score
- No automated per-response quality scoring or transparent prompt disclosure
よくあるご質問
「Insurance Policyholder Experience & Renewal 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 to hear about your experience with your current insurance policy — coverage, price, and any claims you've…」・「Which type of policy are you thinking of as you answer this survey?」・「Overall, how satisfied are you with this policy?」。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。
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