CampaignsHow It WorksIndustriesResultsInsightsPlan My Campaign
Insurance Agency

Top 5 Surveys & Feedback Calls for Insurance Agencies

Discover the top 5 survey & feedback calls insurance agencies can run with My AI Call Center—no call center needed. Boost retention & satisfaction. Read now!

Back to Listicles

Insurance runs on trust, and trust runs on follow-through. When a claim closes or a renewal window opens, what your policyholders say in their own words tells you more than any dashboard score. The problem for most agencies is simple: you don't have a call center, and building one to run post-claim and pre-renewal surveys is a lot of overhead for one job. The J.D. Power 2026 U.S. Property Claims Satisfaction Study shows satisfaction rising to 702 on a 1,000-point scale, yet almost one in five claimants still describe their experience as not great. A number alone won't tell you whether that came from a deductible surprise or a slow adjuster callback. You need structured survey calls, run at the right moments, with results routed back to your team. This list ranks five solutions that do exactly that, starting with our Editor's Choice.

#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. No per-seat charges and no platform bill. The 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 survey campaigns that the team runs for you, each built around one clear goal and quoted in full before launch. For insurance agencies, that means post-claim satisfaction calls, renewal feedback calls 30 to 60 days before the renewal date, and retention check-ins, all run against approved, permissioned, or reviewed contact lists only. List source and consent records are checked before any campaign launches, and bought lists without clear permission records are flagged and, in most cases, declined. If your list won't support the campaign, they tell you plainly before you spend anything.

Pros

  • Managed service: scripts, calling windows, monitoring, and reporting are handled for you
  • Full campaign cost is known before you approve launch, and the rate never moves mid-campaign
  • Compliance-forward: TCPA artificial-voice consent rules, state quiet hours, AI disclosure, and DNC logging are built in
  • No invented numbers; you get dispositioned lists, outcome counts, and opt-out logs as actual deliverables
  • Nothing launches until you approve the script, escalation path, and disclosure

Cons

  • It's a service, not a self-serve dashboard, so you can't just log in and fire off a campaign yourself
  • Best suited to structured campaigns with defined lists rather than ad hoc one-off calls
  • Clients are responsible for obtaining appropriate legal guidance before launch

Best for: Insurance agencies and multi-location organizations that want structured survey and renewal feedback calls run for them, without building an in-house call center or buying another platform seat.

#2 TeleDirect — Contact for pricing

TeleDirect is a call center outsourcing provider with a dedicated surveys and feedback service. According to their website, their call center survey services 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 run survey calls with trained live agents who practice active listening, and they also support automated SMS surveys and survey calls through their Quick & Easy Feedback system, which can trigger a survey as soon as a transaction completes. For insurance agencies, TeleDirect notes that its survey tools are compatible with platforms used in the healthcare and insurance industries and that its services satisfy the latest HIPAA requirements and ISO standards. Their agents can detect tone and adapt to the customer during survey calls, which matters when you're asking a policyholder to explain what went wrong after a claim. TeleDirect also highlights a healthcare client case where outbound surveys identified onboarding difficulties and contributed to a 5% retention improvement. It's a solid choice if you want human agents conducting your policyholder surveys and can work with an outsourced call center model.

Pros

  • Human agents can detect tone and adapt during survey calls
  • HIPAA-satisfying and ISO-standard protocols, useful for regulated books of business
  • Multi-channel coverage: phone, SMS, email, and in-app surveys
  • Immediate post-interaction survey triggering

Cons

  • Live-agent survey calling is typically more expensive per contact than automated approaches
  • Pricing is not published, so budgeting requires a sales conversation
  • Outsourced call center model means less direct control over scripts and pacing than an in-house setup

Best for: Insurance agencies that want professional live agents conducting policyholder satisfaction surveys and can work with an outsourced call center relationship.

#3 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 an experience 0 to 10 and stopping, the AI interviewer 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. Carriers and agencies use it as a conversation layer under an existing NPS or experience 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, an NPS follow-up interview launches automatically; and 60 days before renewal, a policy renewal review checks whether the customer understands their coverage and how they feel about the price. The platform supports voice and text interviews in 57 languages with auto-detection per participant and accent-native voices, which helps with multilingual books of business. Magic Summary reports, quote extraction, and theme synthesis let teams pull the reasons behind scores from thousands of conversations. Note that this runs through shareable links and conversational agents rather than outbound dialing to your contact list.

Pros

  • Captures the why behind scores, not just the number
  • Strong multilingual coverage with per-participant language detection
  • Fits under existing NPS or XM platforms rather than forcing a migration
  • Automated follow-up interviews triggered by detractor responses

Cons

  • Not a full enterprise XM suite with role-based dashboards for every branch or agency
  • Interviews run via links and conversational agents, so there's no managed outbound calling of your contact list
  • Pricing is not published

Best for: Claims and retention teams that already have a survey or NPS program and need the reason behind the score, in the policyholder's own words.

#4 Zonka Feedback — Contact for pricing (entry plans exist; the vendor's own comparison content notes entry plans could be cheaper)

Zonka Feedback is an omnichannel survey platform that insurance organizations use to collect and analyze policyholder feedback at key journey moments. According to their website, they work 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. The platform covers the touchpoints that matter in insurance: quote and onboarding, FNOL, claims status updates, claims settlement, agent interaction, the renewal window, and complaint resolution. Their insurance guidance recommends collecting feedback at FNOL and renewal touchpoints first, since those two moments most directly predict whether a policyholder renews or leaves. Zonka supports email, SMS, website widgets, kiosks, and offline survey collection, with AI-powered analytics covering sentiment, themes, and impact scoring. Real-time alerts and dashboards can be broken out by location, agent, or team, and closed-loop tools let teams assign, track, and resolve feedback issues. For agencies that want structured VoC measurement they run themselves, Zonka is a well-documented option. It's a software platform, so your team designs the surveys, triggers them, and works the alerts.

Pros

  • Documented insurance customers, including a top-40 U.S. broker
  • Broad channel coverage including kiosks and offline collection
  • Agent- and location-level dashboards for coaching conversations
  • Real-time alerting for low scores so someone can respond within hours

Cons

  • It's software, not a calling service; your team designs, triggers, and acts on surveys
  • Survey collection is mostly digital channels, with no managed outbound calling of policyholder lists
  • Some users report the feature set can feel overwhelming for in-person-only use cases

Best for: Insurance agencies and brokers that want a self-serve, multi-channel VoC program with insurance-specific touchpoint mapping and agent-level reporting.

#5 Qualtrics — Enterprise pricing starting around $2,000+/mo according to third-party comparisons; contact Qualtrics for a quote

Qualtrics is an enterprise experience-management platform and, according to multiple 2026 industry comparisons, the strongest choice for survey-anchored insurance VoC programs. That describes a large share of insurance feedback work: post-claim surveys, renewal surveys, and relationship NPS, with Text iQ analyzing open responses inside that structure. Qualtrics scores consistently well on professional review sites (4.6 on Capterra and G2 per a March 2026 comparison), though its Trustpilot rating is notably lower, which reviewers attribute to broader company issues rather than the product itself. For insurance agencies with formal CX functions and governance requirements, Qualtrics offers mature survey design, text analytics on open responses, and integrations with claims and CRM systems so survey triggers can fire from claims events rather than fixed schedules. The trade-off is scale: enterprise XM platforms typically require three to six months to implement, which makes them a heavier lift for a regional agency than a mid-market tool or a managed calling service. If your agency already has a CX operations staff and needs structured, research-grade survey programs with formal governance, Qualtrics is a credible anchor. If you need someone to actually place the survey calls, you'll pair it with a calling partner.

Pros

  • Widely recognized as the strongest survey-anchored XM platform for insurance
  • Deep text analytics on open responses
  • Event-based survey triggering from claims and CRM systems
  • Mature compliance and governance tooling

Cons

  • Enterprise implementations typically take three to six months
  • Pricing is a significant commitment for small and mid-size agencies
  • Unstructured feedback outside the survey program is secondary by design
  • No managed outbound calling; your team runs the program

Best for: Larger agencies and carriers with dedicated CX staff who need structured, governed survey programs and deep text analytics.

The claim and the renewal are the two moments that decide whether a policyholder stays, and a score alone won't tell you which adjuster call, repair delay, or coverage surprise caused a bad one. If you want survey and renewal feedback calls actually run for you, with list and consent review before launch, AI disclosure on every call, and dispositioned outcome reports routed back into your CRM, My AI Call Center is the clear pick. Campaigns start at 9¢ per connected minute, the full cost is quoted before you approve anything, and the first campaign review is free. If you'd rather run human-agent survey calls, TeleDirect is a solid outsourced option. For self-serve VoC programs, look at Zonka Feedback or Qualtrics depending on your size. Ready to hear what your policyholders actually think? Plan your first survey campaign at myaicallcenter.app and get a full quote before launch.

Frequently asked questions

What makes My AI Call Center different from survey software like Qualtrics or Zonka?

My AI Call Center is a managed service, not a platform. You buy campaigns that the team runs for you: they handle scripts, calling windows, monitoring, and reporting, and nothing launches until you approve it. Survey software gives you tools to design and send surveys yourself, which works well if you have CX staff, but it doesn't place outbound calls to your policyholder list. My AI Call Center runs structured Surveys & Feedback calling campaigns against approved, permissioned, or reviewed lists, with consent records checked before launch.

How does My AI Call Center handle TCPA and consent compliance for survey calls?

AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. The team reviews list source and consent records before any campaign launches, honors state-specific quiet hours and day restrictions, includes AI disclosure on every call, and logs opt-outs (STOP and REVOKE keywords) immediately. DNC requests are respected across all campaigns and carried into client DNC records. Clients are responsible for obtaining appropriate legal guidance before launch.

When should an insurance agency run renewal feedback calls?

The most useful window is 30 to 60 days before the renewal date, which is exactly when My AI Call Center's Renewal & Retention Calls are timed. That gives you enough runway to intervene with an at-risk policyholder before they shop alternatives. Industry research consistently finds that claims handling and the renewal window are the two moments that most directly predict whether a policyholder renews or leaves.

What do I actually receive after a survey campaign runs?

You get a dispositioned contact list, outcome counts with named disposition codes (confirmed, qualified, opted out, no answer), per-call notes, routed follow-up requests for your team, a completion and coverage report, and opt-out and DNC logs. The company reports what actually happened and will not invent metrics or ratings.

How much does it cost to run a survey campaign with My AI Call Center?

Calling starts at 9¢ per connected minute, tiered by volume, and the rate is locked for the campaign so it doesn't move mid-flight. Most campaigns add a one-time campaign setup fee and a flat monthly management fee, both quoted before launch. There are no per-seat charges, no platform bill, and no minimums you didn't choose. The first campaign review is free, so you know the full number before approving anything.

Can survey calls work for multilingual policyholder bases?

Yes. My AI Call Center offers Multi-Language Outbound Campaigns, with Spanish the most common. If you need survey interviews in many languages with automatic detection per participant, Perspective AI supports voice and text interviews in 57 languages, though it runs through shareable links rather than outbound dialing.

Is a live-agent survey service better than an AI-powered one?

It depends on your volume and budget. Live agents, like TeleDirect's, can detect tone and adapt mid-call, which is valuable for sensitive claim conversations, but human calling costs more per contact and scales slower. AI-powered campaigns like My AI Call Center's run structured scripts with consistent disclosure and routing at a lower per-minute cost. Many agencies start with automated survey calls and reserve human follow-up for policyholders whose responses flag a problem.

Get campaign planning tips