Q01
메시지
모든 템플릿Finance & Insurance
Insurance Agent Performance & Trust Evaluation
Measures how policyholders experience their insurance agent — responsiveness, product knowledge, coverage fit, and claims support — with an AI follow-up that digs into the specific moment that shaped their trust (or distrust) in the agent. Built for agencies and carriers running periodic agent scorecards.
샘플 질문
템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.
질문 14개 · 약 7분
Q02
객관식필수
Which type(s) of insurance does this agent handle for you?
- Auto
- Home or property
- Life
- Health
- Business
- Umbrella or other
Q03
객관식필수
In the last 12 months, how many times have you contacted this agent (calls, emails, texts, or in-person)?
- None
- 1-2 times
- 3-5 times
- 6 or more times
Q04
매트릭스필수
Based on your experience, how would you rate your agent on each of the following?
5개 행 × 5개 열
- Knowledge of insurance products
- Clarity of explanations
- Responsiveness to your questions
- Professionalism
- Honesty and trustworthiness
열: Poor · Fair · Good · Very good · Excellent
Q05
의견 척도필수
Overall, how satisfied are you with this agent?
척도: 1 – 5
최소:Very dissatisfied최대:Very satisfied
Q06
의견 척도필수
How likely are you to recommend this agent to a friend or family member?
척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q07
객관식필수
Thinking about the coverage your agent recommended, how well did it match your actual needs?
- Matched my needs well
- I felt over-insured (paying for more than I need)
- I felt under-insured (gaps in my coverage)
- Not sure / never discussed in detail
Q08
객관식
If you filed a claim in the last 12 months, how would you rate the agent's support during that process?
- Excellent support, they advocated for me
- Good support, but slow at times
- Poor support, I felt on my own
- Haven't filed a claim in the last 12 months
Q09
AI 인터뷰
Reconstruct the specific interaction or decision that most shaped this respondent's trust in their agent. Anchor on their recommendation score and coverage-fit answer: if the score is low or they felt over/under-insured, probe exactly what happened, what the agent said or failed to say, and whether they've considered switching agents or carriers. If the score is high, find the one moment that earned that trust so it can be replicated by other agents.
Q10
객관식필수
How likely are you to continue using this agent for your insurance needs next year?
- Very likely
- Somewhat likely
- Unsure
- Somewhat unlikely
- Very unlikely
Q11
객관식
How long has this person been your insurance agent?
- Less than 1 year
- 1-3 years
- 4-9 years
- 10+ years
- Not sure
Q12
객관식
Which age group do you fall into?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
- Prefer not to say
Q13
객관식
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q14
메시지
Thank you for sharing your experience! Your feedback goes directly into your agent's coaching and recognition review — it's never shared with them word-for-word, but the patterns you helped surface are.
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
- Includes a dedicated AI follow-up interview that reconstructs the specific interaction or decision that shaped the policyholder's trust (or distrust), not just a rating.
- Combines structured measurement (matrix ratings on responsiveness, product knowledge, coverage fit, claims support) with open-ended adaptive probing in one flow.
- Captures coverage-fit and claims-support perception directly, plus satisfaction, NPS-style likelihood to recommend, and retention intent — giving agencies a full scorecard, not a single-metric survey.
- Auto-generates a per-response report so agencies can review individual agent feedback without manually reading transcripts.
QuestionPro
Insurance agent survey questions + sample questionnaire templateThis is a questionnaire/sample-questions page for insurance agent evaluation rather than a single ready-to-field template with a fixed flow. It covers the same general subject matter (agent evaluation) and gives question ideas, but appears to function more as a guide plus a customizable builder than a packaged survey with built-in analysis.
잘하는 점
- Directly focused on the insurance agent evaluation use case
- Backed by a large established survey platform with broad customization and distribution tools
- Provides sample questions that can be a useful starting reference for question wording
아쉬운 점
- Presented as sample questions/guide content rather than a fielding-ready template with a fixed structure
- No adaptive AI follow-up — cannot dynamically probe the specific moment that shaped a policyholder's trust
- No automated per-response quality scoring or auto-generated agent-level report mentioned
Jotform
Agent Performance Evaluation Form TemplateThis is a generic agent performance evaluation form, not specific to insurance agents, coverage fit, or claims support. It's ready to field as a form but is a static questionnaire built for broad 'agent' use cases rather than insurance-specific trust and product-knowledge dynamics.
잘하는 점
- Ready-to-use, easily editable form builder with drag-and-drop customization
- Generic enough to be adapted across different agent-type contexts
- Simple, familiar form format for quick deployment
아쉬운 점
- Not insurance-specific — lacks built-in items on coverage fit, claims support, or product knowledge
- Static form with no adaptive AI follow-up to probe the specific interaction that shaped trust
- No automated quality scoring or auto-generated report; results require manual review
설문을 공개할 준비가 되셨나요?
이 템플릿을 편집기에서 열어 보세요. 첫 응답자가 보기 전에 모든 부분을 원하는 대로 바꿀 수 있습니다.
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