Broker Partner Experience & Satisfaction Survey

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.

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

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

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

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

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

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

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.

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

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

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

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