Top 5 Surveys & Feedback Calls for Insurance Agencies

Insurance clients rarely speak up until something goes wrong, and by then they're often already shopping for a new policy. Research from SurveyNinja found that 63% of insurance clients who switch carriers say they never heard from their agent between renewals. That's the gap surveys and feedback calls are built to close: a short call after a claim closes, or 60 days before renewal, tells you which policyholders are happy, which are quietly at risk, and which need a human to call them back today. The tricky part is choosing how to run those calls. Some agencies want a managed service that dials their client list and hands back clean outcome reports. Others want software to send SMS and email surveys from their existing systems. We compared five options for 2026, looking at how each handles insurance-specific feedback moments like post-claims follow-up, pre-renewal checks, and NPS tracking. Here's how they stack up.

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

My AI Call Center is a done-for-you managed outbound calling service that runs structured survey and feedback campaigns against approved, permissioned, or reviewed contact lists. It's owned and operated by AIQ Labs, based in Halifax, Nova Scotia, with an operating base in Austin, Texas. The pitch is simple: run more useful calls without building a bigger call center. You buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch, so you know the entire cost before approving anything. For insurance agencies, the Surveys & Feedback campaign type fits the moments that matter most: post-claims satisfaction checks, pre-renewal pulse calls, and onboarding feedback after a new policy binds. The process starts with a campaign review focused on what the call needs to accomplish, then a list and consent review covering list source, consent records, and calling windows. Bought lists without clear permission records are flagged, and in most cases declined. Nothing launches until you approve the script, disclosure language, opt-out handling, and escalation path. After launch, outcomes route back into the CRM and scheduling tools you already use. You get a named outcome report with disposition codes (confirmed, opted out, no answer), per-call notes, and follow-up requests routed to your team. Hot leads can transfer to your staff live. Compliance is treated seriously: AI voices are handled as artificial voices under the TCPA, prior express consent is required, AI disclosure happens on every call, and opt-outs are logged and honored immediately. Pricing starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign. The first campaign review is free.

Best for: Insurance agencies and multi-location organizations that want a managed service to run structured feedback calls against their own client lists, with compliance handled and outcomes routed back into their CRM.

#2 SurveyNinja — Free to start; paid plans available, with pricing tiers listed on their site.

SurveyNinja is a survey software platform with a dedicated insurance agency vertical. According to their website, the product is built around the feedback moments that matter in insurance: post-claims surveys triggered automatically when a claim closes, pre-renewal SMS checks sent 60 days before renewal, and policyholder NPS tracking to flag clients at risk of switching. Their case study describes an independent agency with 2,400 policyholders that ran pre-renewal SMS surveys, flagged 34 at-risk clients, and saved 29 of them through personal outreach, retaining $87K in annual premiums and lifting renewal rates from 82% to 94%. The platform covers more than insurance-specific work. You get ready-made templates for policyholder satisfaction, claims feedback, agent ratings, and renewal intent, plus general tools like NPS, CSAT, quiz, form, and poll builders. Distribution channels include email, SMS, QR codes at the office, agent follow-up links, and embedded widgets in a policyholder portal. Agent-level analytics let you compare satisfaction by agent, policy type, and branch, and a low-rating escalation feature alerts a branch manager when a policyholder rates below 3 stars. They also advertise webhook integration with agency management systems like Applied Epic, Hawksoft, and AMS360. Getting started is free, and their site says you can launch a first survey in about 5 minutes.

Best for: Independent agencies and brokerages that want insurance-specific survey templates, automated post-claims and pre-renewal surveys, and agent-level satisfaction analytics.

#3 TeleDirect — Contact for pricing.

TeleDirect is a call center outsourcing provider that offers customer survey services alongside live agent support. According to their website, their call center surveys capture feedback the moment an interaction ends, when details and emotions are still clear, which turns raw experience into usable data for coaching, quality control, and retention. They describe a healthcare client that used outbound surveys to identify onboarding difficulties, leading to a 5% improvement in customer retention that translated into 1,000 additional customers and over $1 million in revenue. For insurance agencies, two things stand out. First, their security posture: TeleDirect states its survey services meet ISO standards and satisfy current HIPAA requirements, and that its tools are compatible with platforms used in healthcare and insurance industries. Second, the channel flexibility. Phone surveys with trained live agents remain their pillar for personal connection, and their agents practice active listening and can adapt to a customer's tone in a way automated calls can't. They also run SMS surveys for quick one-question insights, email surveys for cost-effective broader reach, and in-app surveys where an app exists. Their "Quick & Easy Feedback" system can send a survey notification as soon as a transaction completes and return feedback to you as soon as it's received, which supports fast intervention on unhappy policyholders. TeleDirect designs custom survey solutions rather than selling a fixed package, so the scope is shaped around what your agency needs, whether that's claims follow-up calls or broader satisfaction research.

Best for: Agencies that want human live agents conducting survey calls and need HIPAA-aligned handling of sensitive policyholder feedback.

#4 Zonka Feedback — From $49/month, with higher tiers available.

Zonka Feedback is a multi-channel survey platform that shows up on multiple 2026 best-of lists, including roundups from Zonka's own blog and independent review sites. According to third-party coverage, it supports survey collection across email, SMS, website widgets, and kiosks, with AI-powered analytics that parse sentiment, themes, and impact scoring across large volumes of feedback. For an insurance agency with both a physical office presence and a digital policyholder portal, that mix is useful: tablet kiosks can capture in-office feedback after policy reviews, while SMS and email handle post-claims and pre-renewal checks. Third-party reviewers rate it well. Capterra scores it 4.7 out of 5 across 100+ reviews, and G2 gives it 4.8, with praise for analytics and some notes that the feature set can feel overwhelming if you only need in-person surveys. The platform supports NPS, CSAT, and CES formats, multilingual surveys for diverse client bases, and real-time alerts and dashboards broken down by location, agent, or team. Closing the feedback loop is a stated focus, so no client message sits unanswered. Reviewers also highlight offline kiosk support and real-time reporting that surfaces trends as they emerge. Pricing starts at $49 per month according to the 2026 comparison data, which makes it one of the more affordable software options on this list for agencies that want to run their own feedback programs in-house.

Best for: Agencies that want to run feedback programs in-house across both physical offices and digital channels, with AI analytics on the responses.

#5 SurveyMonkey — $425/month according to 2026 comparison data.

SurveyMonkey is one of the most widely recognized survey platforms, and it remains a fixture of 2026 comparison lists. According to third-party coverage, it offers AI-assisted survey creation both online and offline, multilingual features, and templates for CSAT, NPS, and more. For insurance agencies that want a familiar, low-friction way to collect policyholder feedback, it's a reasonable starting point: you can build a claims satisfaction survey or renewal-intent questionnaire from a template and distribute it by email or link without any technical setup. One practical angle for agencies with a front desk: SurveyMonkey supports kiosk mode, letting you repurpose surveys on any tablet to capture quick on-site feedback after in-person consultations or policy reviews. Reviewers describe it as a simple, no-frills option for that use case, though it requires some setup and attention. Response summaries and exports are available, and it works on most mobile devices. Two 2026 developments are worth knowing before you commit. GetFeedback, long positioned as the Salesforce-integrated survey product, is now a SurveyMonkey product, with GetFeedback Direct scheduled to sunset on December 31, 2026, so treat them as one vendor. And pricing sits at the higher end for software: comparison data lists SurveyMonkey at $425/month, which positions it as an enterprise-leaning choice rather than a budget pick. If your agency already uses SurveyMonkey elsewhere, extending it to policyholder feedback is easy; if you're starting fresh, the price deserves a hard look.

Best for: Agencies already in the SurveyMonkey ecosystem that want a familiar tool for email and kiosk-based policyholder surveys.

The right choice depends on who's doing the calling. If your agency has the staff and wants software to send surveys by email, SMS, or kiosk, SurveyNinja (with its insurance-specific triggers) or Zonka Feedback (with its multi-channel analytics) are solid picks, and SurveyMonkey works if you're already in that ecosystem. If you'd rather have someone conduct the feedback calls for you, against your own approved client lists, that's where a managed service earns its keep. My AI Call Center runs structured Surveys & Feedback campaigns with one clear goal per campaign, quotes the full cost before launch, checks your list and consent records before any dialing, and hands back disposition reports with follow-ups routed into your CRM. Calling starts at 9¢ per connected minute, and the first campaign review is free. If pre-renewal churn or quiet post-claims dissatisfaction is the problem you're trying to see clearly, start with a campaign review at myaicallcenter.app and find out what your policyholders would actually tell you on the phone.

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