You rated the claim a 6. What's the one thing that would have made it a 10?
H
Post-Claim Experience Survey
Evaluator agent · 1K uses
Evaluator Agent
Insurance Agent Satisfaction Survey Template
Independent agents place business with whoever is easiest to work with. Find out if that's you, before the book moves. Most carriers survey their agents once a year and get a rushed rating. This conversation reaches agents on their schedule, asks what actually makes you easy or hard to place business with, and hears when an agency is drifting to a more responsive competitor. Your team gets the reason behind every score and a list of relationships worth a call before the volume moves.
Premium protected in the channel
Friction you can actually fix
Early warning before a book moves
Used 840+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Information it collects
Agency profile, role, and lines placed with youOverall satisfaction with your carrierEase of quoting and bindingUnderwriting responsiveness and risk-appetite fitHow claims are handled for their clientsCommission and compensation sentimentMarketing, training, and field supportLikelihood to keep placing business and to recommend you to peers
Questions it always asks
The core fields every response captures.
Always ask how easy you are to quote and bind with compared to other carriers they use
Ask how likely they are to keep placing business with you and to recommend you to peers
How it adapts
Follow-ups that change based on what people say.
If they mention slow underwriting, ask which lines and how long turnaround takes
If they hint at placing more with a competitor, ask what that carrier does better
Where it routes people
Different paths for different answers.
Flag agencies hinting at moving volume for same-week field-rep follow-up
Route large commercial brokers to a senior distribution manager
Automations it can trigger
Actions that fire the moment a response comes in.
Create a Salesforce task for the field rep when an agency is at risk
Alert #agent-experience in Slack when an agent reports major friction
Update the agency record in HubSpot with satisfaction and the biggest friction
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Send agents a short conversation link by email, portal, or text, on a quarterly rhythm or after a key moment like onboarding or a large claim. It adapts to the agency and the lines they place, probes the specific friction behind ease of doing business, underwriting, and claims, and gauges whether they'll keep placing with you. Your distribution team gets channel-wide themes plus a per-agency flag: who's loyal, who's at risk, and exactly why.
Getting started
- 1
Tell us which channels and lines you want feedback on
- 2
Define what makes you easy to do business with, and what a moving book looks like
- 3
Connect your CRM so at-risk agencies reach the right field rep
- 4
Send the link to your agencies and start hearing the real friction
Template Details
- Agent Type
- Evaluator
- Category
- Insurance
- Industry
- Insurance
- Business outcome
- Reduce churn
- Job to be done
- Collect customer feedback
- Journey stage
- Retention
- Replaces
- Survey tools
- Integrations
- Salesforce, Slack, Hubspot
- Times Used
- 840+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- An annual agent satisfaction survey lands in a busy producer's inbox once a year and gets a rushed 4-out-of-5 or no answer at all. You learn your channel scored a 7.8 with no idea whether the drag is your quoting speed, your appetite, or the last claim you mishandled for their client.
- Fixed rating grids only ask what you thought to ask. If the real reason an agency is quietly shifting volume is that a competitor's underwriter answers the phone in an hour and yours takes three days, and your survey has no field for it, that theme never shows up.
- One questionnaire treats a 30-year captive relationship and a new independent agency the same way, so the feedback is too generic to act on. The agents most likely to move their book answer the same five questions as the ones who are loyal.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- The conversation asks the follow-up a rating grid can't. When an agent rates you a 6 on ease of doing business, it asks why, and hears that binding a commercial policy takes too many portal steps. You get the specific reason behind the score, not just the score.
- Because it is an open conversation, agents raise the things you never had a field for. Recurring frustrations like slow underwriting turnaround or an appetite that keeps shifting surface as themes across the whole channel, so you fix the real driver instead of the one you guessed.
- The AI adapts to the agency and the lines they place. A large commercial broker gets different questions than a personal-lines agency, so the depth matches the relationship and the feedback is specific enough for your distribution team to act on.
What is an agent satisfaction survey?
An agent satisfaction survey measures how the independent agents and brokers who sell your products feel about working with you as a carrier or wholesaler. It covers the things that decide where an agent sends the next submission: how easy you are to quote and bind with, how responsive and consistent your underwriting is, how well you handle claims for their clients, how you compensate and support them, and how likely they are to keep placing business and recommend you to peers. Because distribution is where carrier growth is won or lost, this is a high-stakes relationship to understand. This template replaces the once-a-year rating grid with a guided AI conversation that reaches agents on their schedule, asks the follow-up behind every rating, and surfaces the specific friction that moves a book.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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