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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.

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샘플 질문

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질문 14개 · 약 7분
Q01
메시지

Hi! We'd like to hear about your experience with your current insurance policy — coverage, price, and any claims you've made. Your responses are completely confidential and anonymized. It takes about 8 minutes and your honest feedback helps us improve.

Q02
객관식필수

Which type of policy are you thinking of as you answer this survey?

  • Auto
  • Home or renters
  • Life
  • Health
  • Pet
  • Other
Q03
의견 척도필수

Overall, how satisfied are you with this policy?

척도: 1 – 7
최소:Very dissatisfied최대:Very satisfied
Q04
매트릭스필수

How much do you agree with each statement about your policy?

4개 행 × 5개 열
  • 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
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
객관식필수

In the last 12 months, have you filed a claim on this policy?

  • Yes
  • No
Q06
의견 척도

If you filed a claim in the last 12 months, how satisfied were you with how it was handled?

척도: 0 – 10
최소:Very dissatisfied최대:Very satisfied
Q07
순위 매기기필수

Rank these factors by how much they matter to you when choosing or renewing a policy (most important first).

  1. Price
  2. Breadth of coverage
  3. Customer service quality
  4. Claims process reputation
  5. Ease of digital tools
  6. Trust in the brand
드래그하여 순위 지정
Q08
가격 민감도(Van Westendorp)필수

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
의견 척도필수

How likely are you to renew this policy when it comes up for renewal?

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q10
AI 인터뷰

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
객관식

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
객관식

Which age range do you fall into?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q13
객관식

Which best describes your household?

  • Living alone
  • Couple, no children
  • Family with children at home
  • Multigenerational household
  • Prefer not to say
Q14
메시지

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.

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.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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 Template

This 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.

잘하는 점

  • Simple drag-and-drop form builder for quick deployment
  • Good for structured data capture like policy numbers and coverage details

아쉬운 점

  • 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 template

A 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.

잘하는 점

  • Broad library of sample insurance survey questions for reference
  • Established survey platform with standard question types and reporting dashboards

아쉬운 점

  • 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 Template

Focused 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.

잘하는 점

  • Fielding-ready template on a widely used, reliable survey platform
  • Likely includes standard benchmarking and reporting tools for cost/value questions

아쉬운 점

  • 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 Template

A 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.

잘하는 점

  • Conversational chat-style interface that can improve respondent engagement
  • Purpose-built for the auto insurance vertical

아쉬운 점

  • 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

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