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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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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분
Q01
메시지

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
객관식필수

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
의견 척도필수

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

척도: 1 – 10
최소:Extremely dissatisfied최대:Extremely satisfied
Q04
매트릭스필수

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

7개 행 × 5개 열
  • 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
  • 외 2개
열: Poor · Below Average · Average · Good · Excellent
Q05
객관식필수

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
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Would increase our business the most최악:Would increase our business the least
Q07
의견 척도필수

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

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q08
AI 인터뷰

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
장문형

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

Q10
객관식

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
객관식

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
메시지

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

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

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차별화 포인트

  • 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.

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