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Finance & Insurance

Insurance Spending, Coverage & Shopping Behavior Survey

Maps what insurance policies people carry, how much they spend and on what, and how they perceive value and price fairness — with an AI follow-up interview that uncovers the real trigger behind a recent or considered provider switch, not just the stated reason.

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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

Thanks for taking a few minutes to talk about your insurance costs and coverage. Your responses are completely confidential and anonymized. There are no wrong answers — we're just trying to understand real spending and decisions. About 5-6 minutes.

Q02
選択式必須

Which of the following insurance policies do you currently pay for?

  • Auto insurance
  • Homeowners or renters insurance
  • Health insurance
  • Life insurance
  • Pet insurance
  • Travel insurance
  • Disability insurance
  • None of these
Q03
ポイント配分必須

Thinking about your total monthly insurance spending, how is it split across these categories? (Should add up to 100)

  • Auto
  • Home / Renters
  • Health
  • Life
  • Other
100ポイントを配分
Q04
オピニオンスケール必須

Overall, how would you rate the value you get for what you pay in insurance premiums?

スケール: 1 – 7
最小:Very poor value最大:Excellent value
Q05
選択式必須

In the last 12 months, have you switched providers for any of your insurance policies?

  • Yes, I switched at least one policy
  • No, but I'm currently considering it
  • No, and I haven't considered it
Q06
選択式

In the last 12 months, how many times did you actively compare quotes from other insurers?

  • Never
  • Once
  • Two or three times
  • Four or more times
Q07
価格感度分析（Van Westendorp）

Thinking about a standard auto insurance policy with typical coverage limits, tell us your price thresholds.

  • At what annual premium would this auto insurance policy be so cheap you'd doubt its quality or coverage?
  • At what annual premium would this auto insurance policy feel like a bargain for the coverage you get?
  • At what annual premium would this auto insurance policy start to feel expensive, though still worth considering?
  • At what annual premium would this auto insurance policy be so expensive you would not buy it?
Q08
ベスト・ワースト選択（MaxDiff）必須

When choosing or renewing an insurance policy, which of these factors matter most to you, and which matter least?

  • Monthly or annual premium price
  • Breadth of coverage
  • Speed and ease of filing claims
  • Customer service quality
  • Discounts for bundling policies
  • Reputation and financial stability of the insurer
  • Digital tools for managing my policy
  • Deductible amount
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q09
マトリクス必須

Thinking about your primary insurance provider, how much do you agree with each statement?

5行 × 5列
  • They are transparent about how pricing is determined
  • Claims are processed quickly and fairly
  • My premium has increased without a clear explanation
  • Customer service is responsive when I need help
  • I fully understand what my policy actually covers
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q10
AIインタビュー

Using their answer about whether they've switched providers, probe the specific trigger behind that decision: a premium increase, a bad claims experience, a life event, or a competitor's offer. If they said they're 'considering it', dig into what's stopping them from actually switching — hassle, uncertainty about savings, or loyalty. If they haven't switched despite low satisfaction with value, explore what they perceive as the cost of switching (time, paperwork, losing bundling discounts) versus the potential savings.

Q11
選択式

What is your age range?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q12
選択式

What is your approximate annual household income?

  • Under $30,000
  • $30,000-$59,999
  • $60,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q13
メッセージ

That's everything — thank you! Your responses will help us understand how people experience insurance costs and value, and what actually drives switching decisions.

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 single policy type: a constant-sum question maps how monthly spend actually splits across all the policies someone carries, not just one line item.
  • Uses a Van Westendorp price-sensitivity module on a standardized auto policy to quantify what people consider fair vs. too expensive, alongside a straight value-for-money rating.
  • Pairs a MaxDiff on decision factors and a matrix on trust/agreement with the current provider so you see both what people say matters and how they rate their insurer against it.
  • The AI follow-up interview digs into the real trigger behind a recent or considered provider switch — surfacing the actual reason (price shock, bad claim experience, a nudge from a friend, etc.) instead of settling for the checkbox reason given in a closed-ended question.

QuestionPro

Health insurance coverage survey questions + sample questionnaire template

This is primarily a question-bank/guide page with sample questions for health insurance coverage and satisfaction, rather than a single ready-to-field survey. It's a reasonable starting point for researchers who want to build their own survey but requires manual assembly and customization. Scope is narrower than ours — it centers on health insurance coverage and satisfaction, not cross-category spending or shopping/switching behavior.

優れている点

  • Large, established survey platform with broad question-library resources
  • Sample questions cover general coverage and satisfaction themes that researchers can adapt
  • Backed by a mature survey-building toolset for distribution and basic analysis

物足りない点

  • Presented as a static question list/guide, not an adaptive interview — no mechanism to probe deeper on any single answer
  • No automated per-response quality scoring or transparent prompt methodology
  • Focused on health insurance specifically, not the broader multi-policy spending and shopping behavior this template covers

SurveyMonkey

Insurance Expenses Survey Template

A ready-to-field static template focused on insurance expenses, which overlaps directly with the spending side of our topic. It's easy to deploy quickly on a widely-used platform, but it's built as a fixed questionnaire with no mechanism to adapt based on individual answers. It also doesn't appear to address the 'why' behind switching providers in any depth.

優れている点

  • Fielding-ready template that can be launched quickly on a familiar, widely-used platform
  • Directly addresses insurance expense tracking, aligning with the spending half of this topic
  • Simple to customize using SurveyMonkey's standard template editor

物足りない点

  • Static question set with no adaptive AI follow-up to probe individual responses
  • No voice AI interview option or automated quality scoring of open-ended answers
  • No structured mechanism (e.g., price-sensitivity or trade-off modules) for measuring perceived value or price fairness

SurveySparrow

Car Insurance Survey Template

A conversational-style, fielding-ready template, but scoped specifically to car insurance rather than overall insurance spending and coverage across policy types. Its chat-like format is good for completion rates but is still a fixed script rather than a genuinely adaptive interview. Useful if the research question is auto-insurance-only, but narrower than a full spending/shopping-behavior study.

優れている点

  • Conversational, chat-style survey UI that can feel more engaging than a standard form
  • Purpose-built for auto insurance, so questions are tailored to that vertical
  • Fielding-ready template requiring minimal setup

物足りない点

  • Limited to car insurance, not the broader cross-policy spending and shopping behavior this template covers
  • Chat-style format is scripted, not adaptive — it doesn't probe the actual reason behind a provider switch beyond pre-set questions
  • No automated quality scoring, price-sensitivity modeling, or transparent AI prompt methodology

よくあるご質問

「Insurance Spending, Coverage & Shopping Behavior 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：「Thanks for taking a few minutes to talk about your insurance costs and coverage. Your responses are completely confident…」・「Which of the following insurance policies do you currently pay for?」・「Thinking about your total monthly insurance spending, how is it split across these categories? (Should add up to 100)」。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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