Q01
Message
All templates
Insurance Agency Customer Satisfaction Survey
Measures policyholder satisfaction with their insurance agency across service, claims handling, pricing clarity, and communication, plus renewal intent. An AI follow-up interview digs into the real story behind a recent claim or service interaction so agencies know exactly what to fix or protect.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Opinion ScaleRequired
Overall, how satisfied are you with your insurance agency?
Scale: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q03
Opinion ScaleRequired
How likely are you to recommend your insurance agency to a friend or colleague?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q04
MatrixRequired
Please rate your agency on each of the following:
5 rows × 5 columns
- Responsiveness of your agent
- Clarity of policy and coverage explanations
- Handling of claims
- Transparency of pricing and fees
- Ease of reaching someone when you need help
Columns: Very poor · Poor · Fair · Good · Excellent
Q05
Multiple ChoiceRequired
What was your most recent interaction with your agency, in the last 12 months?
- Filed or followed up on a claim
- Renewed a policy
- Purchased a new policy or added coverage
- Asked a question or requested a document
- No interaction in the last 12 months
Q06
Multiple ChoiceRequired
Thinking about that most recent interaction, how long did it take to get a meaningful response?
- Same day
- 1-2 business days
- 3-5 business days
- More than a week
- I'm still waiting on a response
Q07
AI Interview
Reconstruct exactly what happened during the respondent's most recent interaction with their agency, especially if it involved a claim or a slow response — what they needed, what the agent or agency actually did, and where the process helped or frustrated them. If their satisfaction or recommendation score was low, press for the specific moment things went wrong; if it was high, identify the specific behavior worth replicating with other policyholders.
Q08
RankingRequired
Rank these factors from most to least important when deciding whether to stay with your current insurance agency.
- Price of premiums
- Coverage options available
- Speed and fairness of claims handling
- Quality of customer service
- Trust in your agent or agency
Drag to rank
Q09
Multiple ChoiceRequired
How likely are you to renew your policy with this agency at your next renewal date?
- Definitely will renew
- Probably will renew
- Not sure
- Probably will switch
- Definitely will switch
Q10
Long Text
What is the one thing your agency could change to improve your experience?
Q11
Multiple Choice
Which of the following best describes your household's policy with this agency?
- Auto insurance
- Homeowners or renters insurance
- Life insurance
- Multiple policy types (bundled)
- Other
- Prefer not to say
Q12
Multiple Choice
How long have you been a customer of this agency?
- Less than 1 year
- 1-3 years
- 4-9 years
- 10 or more years
- Prefer not to say
Q13
Message
Thank you for sharing your feedback! Your responses will be used to identify service gaps and improve how your agency supports policyholders like you.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Covers the core satisfaction fundamentals (overall satisfaction, likelihood to recommend, and a multi-attribute matrix rating service, claims, pricing clarity, and communication) so agencies get quantifiable benchmarks, not just anecdotes
- Includes an AI follow-up interview that reconstructs exactly what happened during the respondent's most recent claim or service interaction, surfacing the real story behind a rating instead of leaving agencies to guess
- Adds a ranking question on renewal-decision factors and a direct renewal-likelihood question, giving agencies a clear read on retention risk alongside satisfaction scores
- Uses transparent, viewable prompts and produces an auto-generated report, so agencies can see exactly what the AI asked and get a ready-to-use summary of service gaps to fix
SurveyMonkey
Customer Satisfaction Survey Template For Insurance AgenciesThis is a purpose-built, fielding-ready template specifically for insurance agencies, making it the closest direct competitor to ours. It's a static questionnaire built around standard rating and multiple-choice items rather than an adaptive interview.
What it does well
- Insurance-agency-specific framing, likely with relevant pre-written question sets
- Backed by SurveyMonkey's established survey distribution and panel/benchmarking tools
- Easy to launch quickly given SurveyMonkey's mature self-serve platform
Where it falls short
- No adaptive AI follow-up to dig into the specifics of a recent claim or service interaction — respondents just pick from fixed answer options
- No published methodology showing exactly what is asked or why, unlike a fully transparent prompt approach
- No automated per-response quality scoring to flag low-effort or inconsistent answers
Jotform
200+ Customer Satisfaction Evaluation FormsThis is a broad gallery/category page listing many generic customer satisfaction form templates rather than a single fielding-ready insurance-specific survey. It's useful for browsing form-builder options but isn't tailored to policyholder experience.
What it does well
- Large library of templates covering many industries and use cases
- Drag-and-drop form builder flexibility for customizing layout and branding
- Easy integration with Jotform's broader forms/workflow ecosystem
Where it falls short
- Not insurance-specific out of the box — requires manual customization to cover claims handling, pricing clarity, or renewal intent
- Static form fields only, no adaptive AI follow-up to probe the story behind a rating
- No built-in per-response quality scoring or auto-generated insights report
QuestionPro
Customer satisfaction survey questions | Customer satisfaction survey exampleThis is a general-purpose customer satisfaction template and question-example page, not tailored to insurance agencies or policyholder journeys specifically. It offers standard CSAT-style question examples that would need adaptation for claims and renewal topics.
What it does well
- Broad set of generic customer satisfaction question examples to draw from
- Backed by QuestionPro's enterprise survey and analytics platform
- Supports standard scoring and reporting features common to CSAT tools
Where it falls short
- Generic template requires manual rebuilding to address insurance-specific topics like claims handling or renewal intent
- No adaptive AI interview to reconstruct what actually happened in a recent claim or service interaction
- No transparent, viewable prompt methodology or automated quality scoring per response
SurveySparrow
FREE Customer Satisfaction Survey TemplateThis is a general customer satisfaction template, not specific to insurance agencies, though SurveySparrow's conversational format gives it a friendlier feel than a plain form. It would need substantial customization to cover claims handling, pricing clarity, or renewal intent.
What it does well
- Conversational, chat-like survey format that can feel more engaging than a static form
- Free template available, lowering the barrier to trying it out
- Part of a broader platform with reporting and distribution features
Where it falls short
- Not tailored to insurance topics like claims handling, pricing clarity, or renewal decisions without manual editing
- No adaptive AI follow-up interview to explore the specifics of a recent claim or interaction
- No automated per-response quality scoring or transparent prompt disclosure
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.