Policy Renewal Decision Survey
Before renewal: price tolerance, shopping behaviour, and what would keep them.
4 questions · 1 page · about 1 minute to answer · fully editable after you start
Insurance renewal is an annual referendum most insurers learn the result of at lapse. This pre-renewal survey reads the vote early: how the current premium feels, whether the customer is already comparing, what a competitor would need to offer, and the loyalty-versus-price weighting that decides where retention offers actually work.
The already-comparing segment is your priority save list; contacting them with a review before the quote comparison finishes beats any post-lapse win-back.
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
Ahead of your renewal
Your policy is coming up for renewal. This survey asks how the cover and the price feel to you, so we can understand what matters in your decision. It takes about 1 minute. 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 fair does your current premium feel for the cover you have?*
Q2.Have you started comparing quotes elsewhere?*
- No
- Casually looked
- Actively comparing
- Already have a better quote
Q3.What would most keep you with us at renewal?
- A loyalty discount
- Better cover for the same price
- Just a fair price - no games
- Service improvements
- Other…
Q4.What frustrates you most about how insurance renewals work?
More Insurance templates
Browse all Insurance templates
Travel Insurance Claim Experience
Claims from abroad: emergency line, documentation burden, and payout speed.
Agent & Broker Service Review
The human side of insurance: advice quality, advocacy at claim time, and annual contact.
Annual Policyholder Review
Life changes, cover gaps, and contact preferences - the yearly cover health check.