Top 5 Surveys & Feedback Calls for Insurance Agencies

Retention is where insurance agencies actually make their money, and most policyholders who switch say they never heard from their agent between renewals. SurveyNinja's own research puts that number at 63%. That's the gap surveys and feedback calls are built to close. The question in 2026 isn't whether you should be checking in with policyholders after claims, onboarding, and 60 days before renewal. It's who does the calling, and whether it gets done consistently when your producers are busy quoting new business. We looked at five options that can help an insurance agency run structured surveys and feedback outreach, from managed AI calling services to traditional outsourced call centers and survey software built for agencies. Each one takes a different approach, so you can match the tool to your team's size, budget, and compliance comfort level. Here's what we found.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume; most campaigns add a one-time setup and flat monthly management fee, all 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. You buy campaigns that they run for you, each scoped around one clear goal and quoted in full before anything launches. For an insurance agency, that means you can commission a Surveys & Feedback campaign to call policyholders after a claims resolution, or a Renewal & Retention campaign 30 to 60 days before the renewal date, and get a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer) plus per-call notes routed back into the CRM you already run. Owned by AIQ Labs and based in Halifax, Nova Scotia with a US operating base in Austin, Texas, the service is built for multi-location organizations, which fits agencies with several branches or books of business. What sets it apart for insurance work is list discipline and compliance. Every campaign runs only against approved, permissioned, or reviewed contact lists. List source and consent records are checked before launch, and if a bought list won't support the campaign, they tell you plainly before you spend anything. AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. Every call includes AI disclosure, recipients can ask for a human or opt out, and STOP and REVOKE keyword opt-outs are honored immediately and carried into your DNC records. Calls run only in approved windows, with state-specific quiet hours and day restrictions respected. Pricing is refreshingly simple: calling 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. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path. And they report what actually happened, with no invented metrics or testimonials.

Best for: Insurance agencies and multi-location brokerages that want structured, compliance-forward feedback and retention calls run for them, without hiring callers or managing software.

#2 XACT — Clutch lists answering service packages starting at $83 for 75 minutes ($1.10/minute), $475 for 500 minutes ($0.95/minute), and $4,450 for 5,000 minutes ($0.89/minute). Survey campaign pricing: contact for pricing.

XACT is an established contact center provider based in Orlando, Florida, founded in 1996, with a team of 250-999 people. According to Clutch, where it holds a 4.7 rating across 34 reviews, its services include inbound and outbound call center work, telephonic support, and customer care, with customer surveys and market research calls listed among its focus areas. Clutch also notes demonstrated industry experience in Insurance specifically, along with manufacturing, logistics, real estate, and education, which makes it a credible option for agencies that want a human-staffed outsourced team handling feedback and survey calls. Client feedback on Clutch highlights flexibility as a recurring strength. Reviewers describe XACT adapting programs as needs evolved, from acquisition to retention, and working closely on quality assurance through weekly reporting calls. One reviewer credited the partnership with helping maintain a 100% client renewal retention rate. A few reviewers suggested room for improvement in agent training and documentation consistency, which is worth weighing if your survey scripts are detailed. XACT is fluent in English and Spanish and operates across US time zones, so coverage for a multi-state agency book is workable.

Best for: Agencies that want a traditional, human-staffed outsourced call center with insurance experience for survey and feedback calls.

#3 1840 & Company — Contact for pricing. Clutch shows average project costs ranging from under $10,000 to $200,000+.

1840 & Company, based in Overland Park, Kansas, is a staffing and outsourcing firm that provides contact center services including inbound and outbound call handling, telemarketing, and customer care. On Clutch it holds a 4.8 rating from 17 reviews, and customer surveys and market research calls make up 30% of its listed focus areas. Reviewers consistently praise the company's organization and communication, with over 90% of feedback highlighting professionalism and responsiveness, according to Clutch's summary. One healthcare client used the team for both inbound calls and outbound outreach, which is a pattern that translates reasonably well to agency feedback work. The company's broader model is built around staffing and global talent, so it can scale teams up or down as your survey volume changes, for example around renewal seasons. Clutch's project cost data shows engagements ranging from under $10,000 to $200,000 or more, which tells you this is a partner better suited to agencies with a meaningful budget and an ongoing program rather than a one-off survey burst. Clients describe the pricing as good value for the cost, though it's quoted per engagement rather than published.

Best for: Agencies with larger budgets that want a staffing-backed outsourcing partner for ongoing survey and outreach programs.

#4 SurveyNinja — Free to get started, with paid plans available; the company reports 10,000+ companies use the platform. Contact for pricing on paid tiers.

SurveyNinja is a survey platform with a dedicated offering for insurance agencies, brokerages, and independent agents, which is rarer than you'd expect. According to its site, insurance use cases include post-claims experience surveys, agent performance tracking, policyholder NPS, onboarding feedback, and a pre-renewal satisfaction check sent 60 days before renewal. It integrates with Applied Epic, HawkSoft, and AMS360 via webhook for automated survey delivery, which matters a lot if your book lives in one of those systems. Channels include post-claims email, pre-renewal SMS, QR codes at the agency office, agent follow-up links, and a portal widget. The platform's insurance page cites a case study where an agency with 2,400 policyholders ran pre-renewal SMS surveys, flagged 34 at-risk clients, and saved 29 of them through personal outreach, which the case study credits with retaining $87K in annual premiums and lifting renewal rate from 82% to 94%. Treat those as the vendor's own reported figures. The tool also includes low-rating escalation, where a policyholder rating below 3 stars triggers an instant alert to a branch manager. Note this is survey software, not a calling service: the outreach is digital, and the phone calls that follow up on flagged policyholders are still yours to make.

Best for: Agencies that want insurance-native survey software with AMS integration, and have staff to make the follow-up calls themselves.

#5 Interaction Metrics — Contact for pricing.

Interaction Metrics is a full-service customer satisfaction research firm rather than a survey tool. Its 2026 guide to top CSAT survey companies, compiled by independent reviewer Jack Hahn, positions it as a research partner that handles survey design, deployment, text analysis, custom metrics, and reporting. For an insurance agency with high-stakes feedback needs, say a post-claims satisfaction study across a large commercial book, that end-to-end model means someone else owns question quality and analysis. The team is certified in user experience, Black Belt Six Sigma, and CCXP, and every question is screened before deployment to reduce bias. The firm's deliverables include a Findings Report that separates signal from noise, plus real-time dashboards, and it reports using metrics like NPS and Customer Effort Score. The company is candid about its fit: if you want a feel-good score, it's not the right partner; if you want data you can trust and act on, it is. Pricing isn't published, so expect a research-project quote rather than a per-seat software bill. For a small agency wanting quick post-renewal pulse checks, this will likely be more depth than needed. For a larger agency or brokerage that needs defensible research for leadership or carrier conversations, it's a credible option, with honorable mentions like Amplitude Research and Drive Research as alternatives in the same category.

Best for: Larger agencies and brokerages that need professional-grade satisfaction research and analysis, not just survey software.

The right choice comes down to who you want doing the work. If your agency has staff and wants digital surveys tied into your AMS, SurveyNinja's insurance-specific templates and escalation alerts are a solid fit. If you want humans on the phones, XACT and 1840 & Company both have documented survey call experience, with XACT holding insurance industry credentials on Clutch. If you need defensible research for leadership, Interaction Metrics does the whole study for you. If what you actually want is consistent, compliance-forward feedback and retention calls without building a bigger call center, My AI Call Center runs those campaigns for you: consent-checked lists, approved scripts, AI disclosure on every call, and disposition-coded outcome reports routed back into your CRM, from 9 cents per connected minute with the rate locked for the campaign. The first campaign review is free, and you'll know the full number before you approve launch. Reach the team at [email protected] or start a campaign review at myaicallcenter.app/campaigns.

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