Top 5 Surveys & Feedback Calls for Insurance Agencies

If you run an insurance agency, you already know retention is where the money lives. It costs far less to keep a policyholder than to replace one, and the agencies that keep clients tend to have one habit in common: they actually ask people how things are going. Post-claim check-ins, renewal satisfaction calls, onboarding follow-ups after a new policy binds. These conversations tell you who's happy, who's frustrated, and who's quietly shopping your renewal quote against a competitor. The trouble is that most agencies don't have the staff hours to call everyone. That's why survey and feedback calling services have grown so fast in 2026. Some are managed services that run the whole campaign for you, others are outsourced call centers with live agents, and a few are AI-powered operations that can cover a full book of business without adding a single seat. We compared the leading options for insurance agencies and ranked them below, starting with the one we'd put our own book of business on.

#1 My AI Call Center — Calling starts at 9 cents per connected minute, tiered by volume; most campaigns add a one-time setup and flat monthly management fee, all quoted before launch

My AI Call Center is a done-for-you managed outbound calling service owned and operated by AIQ Labs, based in Halifax, Nova Scotia with an operating base in Austin, Texas. The model is simple and unusual: you don't buy software or seats, you buy campaigns that they run for you. Each campaign is scoped around one clear outcome, quoted in full before launch, and executed against approved, permissioned, or reviewed contact lists only. For an insurance agency, that matters. Your book of business is a permissioned list, which is exactly the kind of data they'll work with. Bought lists without clear consent records get flagged, and in most cases declined. They'll tell you plainly if a list won't support the campaign before you spend anything. Their Surveys & Feedback campaign type fits the classic insurance use cases: post-claim satisfaction calls, renewal check-ins, new-policy onboarding feedback at day-7 and day-30 milestones, and general voice-of-customer outreach. The Renewal & Retention campaign runs 30 to 60 days before renewal dates, which is when a satisfaction call can save a policy that's about to lapse. What sets them apart is list discipline and honest reporting. They report what actually happened, with named disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests routed straight into your CRM. No invented numbers, no inflated metrics. Compliance is built in: AI voices are treated as artificial voices under the TCPA with prior express consent required, AI disclosure happens on every call, keyword opt-outs like STOP and REVOKE are honored immediately, and DNC requests carry across all campaigns. Pricing starts at 9 cents per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup and a flat monthly management fee, both quoted before launch. No per-seat charges, no platform bill, and the first campaign review is free.

Best for: Insurance agencies and multi-location businesses (1 to 200+ staff) that want structured feedback and retention calls against their own permissioned book of business without hiring callers or managing software

#2 TeleDirect — Contact for pricing

TeleDirect offers call center survey services built around live agents making outbound feedback calls, and according to their website their survey tools are compatible with existing platforms used in the healthcare and insurance industries. That insurance compatibility is the main reason they're on this list. Their model pairs professional live agents with a rapid-response feedback system that can trigger a survey as soon as an interaction ends, when the customer's impressions are still fresh. The live-agent approach has a real advantage for insurance work: a trained human can detect tone, adapt to a frustrated policyholder, and dig into why a claims experience went sideways in ways a rigid script can't. Their internal protocols are described as exceeding federal requirements, with ISO standards and HIPAA compliance noted for survey data handling. For agencies that value a human voice on every feedback call and want survey results fed back quickly for coaching and retention decisions, TeleDirect is a solid, established option. Pricing isn't published, so you'll need to contact them for a quote.

Best for: Insurance agencies that want human agents conducting satisfaction and post-claim surveys, especially those handling sensitive client data

#3 XACT — $1,000+ minimum project size; $25 to $49 per hour according to Clutch

XACT is an Orlando, Florida-based contact center provider founded in 1996, and it appears on Clutch's October 2026 rankings of top survey companies in the United States. Its Clutch profile lists customer surveys and market research calls among its focus areas, alongside B2C telemarketing and third-party verification, and insurance is explicitly listed among the industries where reviewers report experience. That combination makes it a credible pick for insurance agencies that want an established outsourced partner handling outbound feedback calls. Reviewers on Clutch consistently highlight XACT's communication habits, with roughly 90 percent of feedback praising their proactive problem-solving and client partnership. Clients describe regular meetings and calibration calls used to refine campaign structure and lead quality, which suggests an agency's survey questions and dispositions would get similar ongoing attention. XACT is fluent in English and Spanish and operates across all four U.S. time zones, which helps if your book of business spans regions. Projects start at $1,000 with hourly rates in the $25 to $49 range according to Clutch. A few reviewers suggested improvements in agent training consistency and documentation, worth raising during vetting.

Best for: Insurance agencies wanting an established U.S. call center partner with insurance-industry experience and bilingual survey capability

#4 1840 & Company — $10,000+ minimum project size; under $25 per hour according to Clutch

1840 & Company, headquartered in Overland Park, Kansas, combines contact center services with global staffing, and its Clutch profile lists customer surveys and market research calls as 30 percent of its focus areas. That's a meaningful share for a firm that also handles telemarketing, customer service outsourcing, and back-office work, and it signals that feedback calling is a real line of business rather than an add-on. The company earns a 4.8 rating across 17 Clutch reviews, with over 90 percent of reviewers praising their professionalism, responsiveness, and commitment to client satisfaction. For an insurance agency, the staffing arm is the interesting part: if your survey program grows, 1840 can supply trained talent to scale it, and reviewers specifically note their ability to source quality candidates quickly despite geographical constraints. Projects start at $10,000 with hourly rates under $25, which positions them as a cost-effective option for larger-volume feedback campaigns, though the minimum project size means smaller agencies with a few hundred policyholders to call may be under their floor.

Best for: Larger insurance organizations running high-volume feedback campaigns that may also want dedicated staff over time

#5 Intelemark — $1,000+ per project according to The Manifest

Intelemark is a Scottsdale, Arizona firm founded in 1999 that appears on The Manifest's October 2026 list of top U.S. survey companies. The Manifest describes it as an appointment setting and B2B lead generation company with a team of more than 25 providing voice and other marketing services to various companies, and its client roster includes Dow Jones. Its inclusion among ranked survey companies suggests phone-based outreach is its core craft, which is what an insurance agency needs when calling through a book of business for feedback or retention purposes. The Manifest shows a 4.8 overall rating across 12 reviews, with timeliness and service excellence both scoring well. For agencies, the appeal is a boutique, voice-focused shop: appointment setting skills translate naturally to renewal confirmation calls and post-sale check-ins where the goal is a scheduled follow-up or a documented satisfaction score. The trade-off is that Intelemark's published profile leans toward B2B lead generation, so insurance agencies should confirm survey-specific scripting, disposition reporting, and compliance handling during initial conversations. Pricing starts at $1,000 per project according to The Manifest.

Best for: Insurance agencies wanting a boutique, voice-focused partner for smaller feedback and appointment-confirmation campaigns

Picking the right surveys and feedback calling partner comes down to three questions: who's on your list, who's making the calls, and what you actually get told afterward. If your list is your own book of business, a managed, consent-disciplined service like My AI Call Center makes the most sense. You get one clear goal per campaign, a script you approve before launch, disposition-coded outcome reports with no invented numbers, and results routed into the CRM you already use, starting at 9 cents per connected minute with the rate locked. If you specifically want live human agents on every call, TeleDirect and XACT are the stronger fits, with 1840 & Company worth a look for high-volume programs, and Intelemark for smaller boutique projects. Whatever you choose, start with a pilot: pick one segment of your book, like policies renewing in the next 60 days, and run a single structured feedback campaign before committing to a full program. Want to scope one? The first campaign review at My AI Call Center is free, and you'll know the full number before you approve anything. Reach the team at [email protected] or browse campaign types at myaicallcenter.app/campaigns.

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