Q01
Message
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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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Opinion ScaleRequired
Overall, how satisfied are you with your experience working with us as a partner?
Scale: 1 – 10
Min:Extremely dissatisfiedMax:Extremely satisfied
Q04
MatrixRequired
Rate us on each of the following aspects of working together.
7 rows × 5 columns
- 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
- +2 more
Columns: Poor · Below Average · Average · Good · Excellent
Q05
Multiple ChoiceRequired
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
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Would increase our business the mostWorst:Would increase our business the least
Q07
Opinion ScaleRequired
How likely are you to recommend us as a carrier or platform partner to another broker?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q08
AI Interview
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
Long Text
Is there anything else about your experience working with us that we should know?
Q10
Multiple Choice
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
Multiple Choice
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
Message
That's everything — thank you! Your feedback goes directly to our broker partnerships team and helps shape what we improve next.
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.
Why this template
What this template is built to do — we found no directly comparable template from other survey tools to review.
What sets it apart
- 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.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.