Insurance Portal & App Feedback
Documents, claims tracking, and self-service – digital insurance graded by users.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Insurance apps are opened rarely and judged completely: finding a policy document at a rental counter, tracking a claim at anxious midnight. This survey measures the moments that matter – document access, claims status clarity, making changes without phoning, and login friction on the annual visit – rather than generic app polish.
The had-to-phone-anyway answers are the digital strategy audit: every task that ends in the call queue is self-service that does not yet exist.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Using our app/portal
This survey asks how our online portal and app work for you. Your answers help us fix what sends people to the phone. It takes about 2 minutes. If you need help with a specific policy or claim, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.How did each of these tasks go?*
| Could not do it | Hard | OK | Easy | |
|---|---|---|---|---|
| Finding policy documents | ||||
| Tracking a claim's status | ||||
| Making changes (address, vehicle, cover) | ||||
| Logging in after months away |
Q2.In the last year, did a portal task end with you phoning anyway?*
- No
- Once
- More than once
Q3.Which task were you trying to do?
Q4.Overall digital experience?
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