Insurance Survey Templates

Agent & Broker Service Review

The human side of insurance: advice quality, advocacy at claim time, and annual contact.

4 questions

Annual Policyholder Review

Life changes, cover gaps, and contact preferences – the yearly cover health check.

4 questions

Business Insurance Risk Profile

Commercial fact-find: operations, premises, people, and the risks that keep owners up.

6 questions

Claim Outcome & Denial Feedback

When the answer was no: was it explained, understood, and did trust survive?

4 questions

Coverage Understanding Check

Do policyholders actually know what they bought? A plain-language comprehension check.

4 questions

Fraud Awareness Staff Quiz

Frontline fraud literacy: red flags, soft fraud rationalisations, and escalation.

5 questions

Home Insurance Quote Intake

Property, security, history, and cover wants – the quote request that quotes itself.

6 questions

Insurance Claim Experience Survey

The moment of truth: claim ease, speed, fairness, and renewal impact.

4 questions

Insurance Portal & App Feedback

Documents, claims tracking, and self-service – digital insurance graded by users.

4 questions

Life Insurance Needs Assessment

The pre-advice fact-find: dependents, obligations, existing cover, and gaps.

5 questions

Pet Insurance Quote Intake

The pet's details, history, and cover priorities – a quote request owners finish.

5 questions

Policy Renewal Decision Survey

Before renewal: price tolerance, shopping behaviour, and what would keep them.

4 questions

Travel Insurance Claim Experience

Claims from abroad: emergency line, documentation burden, and payout speed.

4 questions