Top 5 Surveys & Feedback Calls for Insurance Agencies

Insurance lives and dies on two moments: the claim and the renewal. J.D. Power's 2026 U.S. Property Claims Satisfaction Study shows overall claims satisfaction rising 20 points to 702, yet almost one in five claimants still describe their experience as not great. And per the 2026 U.S. Auto Insurance Study, only 58% of customers say they completely understand what their policy covers. That gap is where feedback calls earn their keep. A phone survey catches what a post-claim email never will: the tone in a policyholder's voice, the reason behind a low score, the confusion about a deductible. Phone surveys also pull better response rates than web forms, especially with older or less tech-comfortable clients who make up a big share of many books of business. We looked at five services that run survey and feedback calls for insurance agencies, from managed outbound campaigns to live call centers to AI interviewers. Here's how they stack up in 2026.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume; one-time campaign setup and flat monthly management fee quoted before launch. First campaign review is free.

My AI Call Center is a done-for-you managed outbound calling service, not software you have to learn and staff. You buy campaigns that the team runs for you, and every campaign has one clear goal that's quoted before launch. For insurance agencies, that means you can run structured Surveys & Feedback campaigns against your existing client list: post-claim check-ins, renewal-window satisfaction calls 30 to 60 days before the renewal date, and onboarding follow-ups. You never hand them a cold list, either. The team reviews your list source and consent records before anything launches, and they'll tell you plainly if the list won't support the campaign before you spend anything. The compliance posture is a real differentiator for a regulated industry. AI voices are treated as artificial voices under the TCPA, so prior express consent is required, state-specific quiet hours and registration rules are honored, and every call carries AI disclosure. Recipients can ask if the call is AI-assisted, request a human, or opt out, and keyword opt-outs like STOP are honored immediately across all campaigns. After the campaign, you get a named outcome report with disposition codes, per-call notes, and follow-up requests routed back into the CRM and scheduling tools you already run. No invented numbers, no padding. 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 fee and a flat monthly management fee, both quoted up front, and the first campaign review is free.

Best for: Insurance agencies and multi-location organizations that want structured, compliant feedback calls run for them against their existing client lists, without building an internal call center.

#2 TeleDirect — Contact for pricing

TeleDirect is a call center services company that runs survey and feedback programs with live agents. According to their website, their call center survey services capture feedback the moment an interaction ends, when details and emotions are still clear, and their agents are trained in active listening so policyholders feel heard during survey calls. For insurance agencies, that human touch matters: an agent can hear frustration in a claimant's voice and adapt the conversation in a way a rigid script can't. Their site highlights a "Quick & Easy Feedback" system that can send a survey notification as soon as a transaction completes, including automated SMS surveys and outbound survey calls. They also note their services meet ISO standards and satisfy current HIPAA requirements, and that their survey tools are compatible with platforms used in healthcare and insurance industries, which is relevant if you handle health lines or sensitive client data. TeleDirect also offers broader call center services like inbound and outbound calling, callbacks, reminders, and appointment handling, so an agency could bundle survey work with other outsourced calling. One example on their site describes a healthcare client using outbound surveys to improve onboarding, which they credit with a 5% retention improvement. Pricing isn't published on the site, so you'll need to contact them for a quote. If you want live humans conducting your policyholder surveys and can accept custom pricing, TeleDirect is a solid choice.

Best for: Agencies that want live human agents conducting policyholder surveys and value HIPAA-aligned handling.

#3 Perspective AI — Contact for pricing

Perspective AI takes a different angle on feedback: instead of a static survey form, it runs AI interviews with policyholders over voice or text, probing vague answers until it understands what actually happened. According to their site, when a claim closes, a policyholder can get a short voice interview through a shareable link, and when a detractor score lands, a follow-up interview launches automatically. Sixty days before renewal, an interview can check whether the customer understands their coverage and how they feel about the price, which maps directly to the finding that only 58% of auto customers fully understand their policies. Their site lists voice and text interviews in 57 languages with auto-detection and accent-native voices, useful for multilingual books of business. Follow-up probing on answers like "it depends" or "the process was confusing" is the core value: it captures the reason behind the score in the policyholder's own words, then produces Magic Summary reports, quote extraction, and theme synthesis across thousands of conversations. It's positioned as a conversation layer under an existing NPS or XM platform rather than a full replacement. For an insurance agency, that means you'd pair it with whatever survey tool you already run and use Perspective to dig into why scores are low. Limitations noted on their site: it's not a full enterprise suite with role-based dashboards for every branch, and interviews run through shareable links rather than outbound phone calls to your client list. Pricing isn't published, so contact them directly.

Best for: Agencies and carriers that already run NPS or survey programs and want to understand the reasons behind the scores.

#4 Zonka Feedback — Contact for pricing

Zonka Feedback is a survey and voice-of-customer platform that ranks first in its own 2026 guide to VoC tools for insurance, and the guide is genuinely useful for understanding where insurers should collect feedback. Their research identifies seven key touchpoints in the policyholder journey, from quote and onboarding through FNOL, claims status, settlement, and the renewal window, and notes that feedback collected at FNOL and renewal delivers the highest retention impact. As a platform, Zonka runs omnichannel surveys across email, SMS, phone, in-app, and web, which matters because policyholders interact across all of those channels. Their guide emphasizes insurance-specific criteria: real-time alerting when a policyholder gives a low score after FNOL, closed-loop workflows that assign and track follow-ups, and integration with claims and CRM systems so surveys trigger from actual events rather than fixed schedules. They cite insurance work with SPB Benelux, part of SPB Group, which manages feedback across 40 million policyholders and over 611,000 annual claims, and CAC Specialty, a top-40 U.S. insurance broker. That's meaningful enterprise-scale insurance experience. For a smaller agency, though, the platform requires you to configure and run surveys yourself, and their own guide notes most enterprise VoC platforms take three to six months to implement while mid-market ones take two to four weeks. Pricing isn't listed in the research, so contact them for a quote.

Best for: Agencies and carriers that want a configurable omnichannel survey platform and have staff to run it.

#5 AnswerHero — Contact for pricing

AnswerHero approaches surveys from the answering-service side. According to their website, they can ask your callers questions and record their answers in a form or web survey, handled by a live agent, an AI receptionist, or a hybrid of both. They note that most businesses let AI run the bulk of survey volume since the questions are straightforward and repeatable, which keeps costs down while live agents stay available for anything that needs a human. Their site lays out a six-step survey process: start with a clear understanding of what you want to know, write unambiguous questions, ask the right audience, record data in a usable format, look for patterns, and adjust based on what you learn. Their AI receptionists run the same script consistently call after call without fatigue or variation, which is a genuine advantage for data consistency. For an insurance agency, AnswerHero fits best if you want survey questions attached to inbound calls your clients are already making, rather than outbound campaigns to your whole book. Their site argues phone surveys beat web polls on response rate because a trained person is on the other end, and they advertise 24/7 coverage with bilingual human and AI receptionists and no contracts or hidden fees. The tradeoff is that it's built around inbound call handling, so if your goal is proactive outbound feedback calls to policyholders after claims or before renewals, that's not their core model. Pricing requires contacting them directly.

Best for: Agencies that want survey questions attached to inbound client calls with 24/7 coverage.

Feedback calls work in insurance because the moments that decide retention, the claim and the renewal, are exactly the moments clients will talk about on the phone. The right choice depends on how hands-on you want to be. If you have staff to configure surveys and want omnichannel reach, Zonka Feedback gives you the platform. If you want live humans on every survey call, TeleDirect fits. If you want to understand why a score is low, Perspective AI digs into it. If your surveys should ride along with inbound calls, AnswerHero covers that. But if you want structured, compliant feedback calls run for you against your existing client list, with consent review before launch, TCPA-aligned AI disclosure on every call, and outcome reports you can act on, My AI Call Center is the strongest fit for 2026. The first campaign review is free, the full price is known before you approve anything, and calling starts at 9 cents per connected minute. Visit myaicallcenter.app to plan your first survey campaign and find out what your policyholders would actually tell you on the phone.

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