Top 5 Surveys & Feedback Calls for Insurance Agencies

Insurance agencies live and die by retention, and retention hinges on two moments: the claim and the renewal. J.D. Power's 2026 U.S. Property Claims Satisfaction Study shows claims satisfaction rising 20 points to 702, yet almost one in five claimants still describes their experience as not great. A score on a post-claim email tells you something went wrong; it rarely tells you what. That's why phone-based surveys and feedback calls still matter. A short, well-timed call captures tone, follow-up answers, and the reason behind the rating in the policyholder's own words. The industry's average NPS sits around 35, according to CustomerGauge's benchmark database, so there's real room to gain. We compared five options for running surveys and feedback calls at insurance agencies, from managed AI calling services to enterprise VoC platforms, and ranked them on what actually helps you collect usable feedback at the moments that decide whether a policyholder renews.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume. Most campaigns add a one-time setup and a flat monthly management fee, both quoted before launch. No per-seat charges, no platform bill, no minimums you did not choose. The first campaign review is free.

My AI Call Center is a done-for-you managed outbound calling service owned by AIQ Labs, based in Halifax, Nova Scotia with a U.S. operating base in Austin, Texas. For insurance agencies, the Surveys & Feedback campaign type is the core fit: you define one clear goal per campaign, such as post-claim satisfaction or renewal-window sentiment, and their team scopes, scripts, and runs the calls for you against approved, permissioned, or reviewed contact lists. You buy campaigns that they run, not software you have to learn. Every campaign is quoted in full before launch, and the rate doesn't move mid-campaign. What separates the service is list discipline and honest reporting. Before anything launches, they review your list source, consent records, and calling windows. Bought lists without clear permission records get flagged and, in most cases, declined. They tell you plainly if a list won't support the campaign before you spend anything. On the compliance side, AI voices are treated as artificial voices under the TCPA, with AI disclosure on every call, keyword opt-outs (STOP and REVOKE), and DNC requests honored across all campaigns and carried into your DNC records. That matters in insurance, where a survey call to the wrong list can create regulatory exposure, not just wasted spend. Outcomes route back into the systems you already run. You get a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests pushed into your CRM. Hot leads transfer to your team live or land in the CRM. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path. If your book of business includes Spanish-speaking policyholders, multi-language outbound campaigns are available, with Spanish the most common.

Best for: Insurance agencies and multi-location insurance organizations (1 to 200+ staff) that want structured, compliance-forward feedback calls run for them, without hiring more agents or managing software.

#2 Perspective AI — Contact for pricing

Perspective AI is an AI interviewer that runs voice and text conversations with policyholders after key moments, probing vague answers until it understands what actually happened. According to their website, instead of asking a claimant to rate the experience 0 to 10 and stopping, the AI asks what went well, follows up when someone says "it took forever," and captures whether "forever" meant waiting on the adjuster, the contractor, or the payment. Their 2026 ranking of insurance feedback software places it first for explaining why policyholders feel the way they do after a claim or renewal. Carriers typically use it as a conversation layer under an existing NPS or XM platform rather than a replacement. A common setup: when a claim closes, the policyholder gets a short voice interview through a shareable link; when a detractor score lands, a follow-up interview launches automatically; 60 days before renewal, a policy renewal review checks whether the customer understands their coverage. It supports voice and text interviews in 57 languages with accent-native voices, plus Magic Summary reports, quote extraction, and theme synthesis across thousands of conversations. Note that these interviews run through shareable links and embeds rather than outbound calls to your list, so it complements rather than replaces a calling program.

Best for: Claims and retention teams at carriers and larger agencies that already run an NPS or XM platform and need the reason behind the score, in the policyholder's own words.

#3 Zonka Feedback — Contact for pricing

Zonka Feedback is a VoC (voice of customer) platform that made its own 2026 list of the best VoC tools for insurance, and it's built around omnichannel feedback collection at the touchpoints that matter in insurance: FNOL, claims status updates, settlement, agent interactions, and the renewal window. According to their website, it combines omnichannel surveys across email, SMS, phone, in-app, web, and branch channels with sentiment analysis, closed-loop workflow automation, and role-based dashboards that route signals to the right team. Their insurance guide emphasizes triggering surveys from claims system events rather than fixed schedules, which is a real differentiator for agencies connected to claims platforms. They also highlight real-time alerting, so a low CES score after FNOL gets a response within hours instead of weeks. On the credibility side, Zonka says it works with insurance organizations including SPB Benelux, which manages feedback across 40 million policyholders and more than 611,000 annual claims, and CAC Specialty, a top-40 U.S. insurance broker. Mid-market platforms like this typically deploy in two to four weeks, per their guide, versus three to six months for enterprise suites.

Best for: Regional carriers, brokers, and insurtech teams that want omnichannel feedback collection with insurance-specific analytics and faster deployment than enterprise suites.

#4 TeleDirect — Contact for pricing

TeleDirect is a call center service provider offering outbound survey and feedback calls handled by live agents. According to their website, their survey services capture feedback the moment an interaction ends, when details and emotions are still clear, and they offer phone, SMS, email, and in-app survey delivery. For insurance specifically, they state that their survey tools are compatible with existing platforms used in the healthcare and insurance industries, and that their services meet ISO standards and the latest HIPAA requirements. The live-agent model is their main strength. Their agents are trained in active listening and can detect tone and adapt to a customer's responses, which an automated survey can't do. Their "Quick & Easy Feedback" system can send a survey notification as soon as a transaction completes, and they cite a healthcare client that used outbound surveys to find onboarding difficulties, leading to a 5% retention improvement worth over $1 million in revenue for that client. For agencies that want a human voice on every feedback call and don't want to build the capability in-house, TeleDirect is a straightforward option. The trade-off is cost: live-agent calling at scale runs higher than AI-assisted approaches, and pricing isn't published.

Best for: Agencies that want live-agent survey calls with a human on every call, particularly those in health-adjacent lines where HIPAA-compatible tools matter.

#5 AnswerHero — Contact for pricing

AnswerHero offers survey phone call services that blend live agents with an AI receptionist. According to their website, when calls come in, their team can ask your callers questions and record answers in a form or web survey, and the work can be 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, with AI receptionists running the same script consistently, call after call, without fatigue or variation. Their positioning on response rates is worth noting: they argue phone surveys outperform web surveys because a polite, trained voice on the line keeps people engaged, and there's nothing to fill out or mail back. They're also upfront that scripted, repetitive calls are a strong match for AI, which cuts costs further. For a small insurance agency that mainly needs inbound-adjacent survey capture (callers forwarded to their service) rather than large outbound campaigns, this is a practical, low-commitment option: no contracts or hidden fees, bilingual human plus AI receptionists, and 24/7 answering. The limitation is scale and focus. This is a receptionist service with survey capability, not a structured outbound campaign platform, so agencies planning renewal-window or post-claim calling programs across a full book of business will likely need something more purpose-built.

Best for: Small agencies that want affordable, AI-assisted survey capture on inbound calls without contracts, rather than full outbound campaign management.

The right surveys and feedback calls for your insurance agency depend on what you're trying to learn and how much you want to run yourself. If you want structured, compliance-forward calling campaigns run for you against your own approved, permissioned lists, My AI Call Center's managed Surveys & Feedback campaigns are the clearest fit, with rates starting at 9¢ per connected minute and every campaign quoted before launch. If you already run an NPS platform and need deeper explanations behind scores, Perspective AI's AI interviews are a strong complement. Zonka Feedback suits teams that want an omnichannel VoC platform with insurance-specific triggers, while TeleDirect and AnswerHero serve agencies that prefer live-agent or hybrid receptionist models. Whichever you pick, focus on the two moments that decide retention: the claim and the renewal window. Feedback collected 30 to 60 days before renewal still gives you time to intervene with at-risk policyholders. Ready to scope a campaign? Book a free first campaign review at myaicallcenter.app, or email [email protected] to plan your survey calls.

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