Top 5 Surveys & Feedback Calls for Insurance Agencies

If you run an insurance agency, you already know the uncomfortable truth: most policyholders rarely hear from you between the moment they sign and the moment they need a claim. SurveyNinja's own research puts a number on it. They report that 63% of insurance clients who switch say they never heard from their agent between renewals. That gap is where retention quietly dies. Surveys and feedback calls fix this. A short call after a claim closes tells you whether your team handled it well. A check-in 60 days before renewal flags the policyholders who are thinking about leaving while you can still do something about it. The hard part has never been knowing you should collect feedback. It's finding a way to actually do it without pulling your producers off the phones. We looked at five options for this guide, from managed AI calling services to survey software and outsourced call centers, and we ranked them based on what they offer, what they cost, and how well they fit the day-to-day realities of an insurance agency in 2026.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume, with the rate agreed before launch and 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 or platform bill. The first campaign review is free.

My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service run by AIQ Labs, with offices in Halifax, Nova Scotia and an operating base in Austin, Texas. The key word here is managed. You don't buy software and figure it out yourself. You buy campaigns that their team runs for you, each scoped around one clear outcome before anything launches. For an insurance agency, that means you can run a post-claims satisfaction survey campaign, a pre-renewal feedback call campaign, or a renewal and retention campaign 30 to 60 days before the renewal date, and know the full cost before you approve the launch. Their Surveys & Feedback campaign type sits alongside 17 core campaign types, so the same service can handle onboarding check-ins at day 7 and day 30, renewal quoting and upsell calls, and win-back calling for lapsed policyholders. What makes them a strong fit for insurance work is list discipline. They only run campaigns against approved, permissioned, or reviewed contact lists. 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. They tell you plainly if the list won't support the campaign, before you spend anything. That matters in insurance, where your policyholder data is your book of business and TCPA compliance isn't optional. AI-generated voices are treated as artificial voices under the TCPA, with prior express consent required, AI disclosure on every call, and keyword opt-outs (STOP and REVOKE) honored immediately and carried into your DNC records. Multi-language campaigns are available too, with Spanish the most common. The reporting is refreshingly honest. You get a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests routed back into your CRM and scheduling tools. Hot leads can transfer to your team live or land in your CRM. Their stated promise is no invented numbers: they report what actually happened and never invent client logos, testimonials, metrics, or ratings. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path.

Best for: Insurance agencies and multi-location businesses (typically 1 to 200+ staff) that want structured feedback and retention calls run for them, with compliance handled and clear per-campaign pricing.

#2 SurveyNinja — Free to get started, with paid plans available. Contact SurveyNinja or check their pricing page for current paid tiers.

SurveyNinja is survey software built with insurance-specific use cases in mind, and their insurance agency page is one of the more thoughtful takes we found in this research. According to their website, they offer post-claims auto-surveys triggered automatically when a claim closes, pre-renewal satisfaction checks sent 60 days before renewal, and agent-level analytics that compare NPS and CSAT by agent, policy type, and branch. They also offer low-rating escalation, where a policyholder rating below 3 stars triggers an instant alert to a branch manager, plus renewal prediction signals that flag at-risk policyholders based on low NPS scores. Their distribution model leans on channels policyholders actually respond to: post-claims email, pre-renewal SMS, QR codes at the agency office, agent follow-up links, and a widget embedded in your policyholder portal. They claim integration with agency management systems including Applied Epic, HawkSoft, and AMS360 via webhook, which is a genuine advantage for agencies that live inside their AMS all day. They also publish a case study on their site describing an independent agency that used pre-renewal SMS surveys to flag 34 at-risk policyholders, saved 29 through personal outreach, and retained $87K in annual premiums. We can't independently verify that figure, but it illustrates the workflow they're built for. Note that this is a survey tool, not a calling service. If you want live phone feedback calls, you'll need to pair it with something else.

Best for: Agencies that want insurance-specific survey templates, pre-renewal SMS checks, and post-claims feedback, with AMS integration.

#3 XACT — Contact for pricing. Clutch lists projects from $1,000+, with average project costs commonly in the $50,000 to $199,999 range.

XACT is an established contact center services provider based in Orlando, Florida, founded in 1996, with a team of 250 to 999 employees. According to their Clutch profile, they offer inbound and outbound call center services, telephonic support, and customer care services, with customer surveys and market research calls listed among their focus areas alongside B2C telemarketing and third-party verification. For an agency that wants human agents making survey calls rather than software or AI, XACT is one of the more visible names in the U.S. market. Client feedback on Clutch is largely positive. Reviewers frequently highlight their structure and adaptability, with one e-commerce client noting they were impressed by the company's structure and its ability to adapt to a unique business. Clutch reports that roughly 90% of feedback highlights proactive problem-solving and client partnership. A few reviewers suggest improvements in agent training and documentation consistency, so it's worth asking about training and quality processes during vetting. Their average project cost on Clutch skews high, with several engagements in the $50,000 to $199,999 range, which positions them as a fit for larger agencies or networks with sustained call volume rather than a single-office shop running a one-off feedback campaign.

Best for: Larger agencies and insurance networks that want a traditional outsourced call center with human agents handling survey and feedback calls at volume.

#4 1840 & Company — Contact for pricing. Clutch lists projects from $10,000+, with average project costs commonly in the $10,000 to $49,000 range.

1840 & Company is an Overland Park, Kansas-based provider founded in 2014, offering contact center services, customer service outsourcing, staffing, and back-office outsourcing. According to their Clutch profile, customer surveys and market research calls make up about 30% of their focus areas, with the balance in B2C telemarketing and telesales. They hold a 4.8 rating across 17 Clutch reviews, and over 90% of reviewers praise their professionalism, responsiveness, and commitment to client satisfaction. Where they stand out is delivery discipline. Clutch reviewers repeatedly describe them as timely, with one telecom client noting the team "delivered what was promised on time and with very good results," and another praising weekly project meetings that reviewed prior-week results. Their average project cost on Clutch sits in the $10,000 to $49,000 range, lower than XACT's typical engagement, which makes them a more accessible option for mid-sized agencies. They've also demonstrated industry experience across supply chain, medical, telecommunications, and eCommerce sectors. One thing to weigh: their survey work is one part of a broader outsourcing business that includes staffing and finance functions, so an agency with a focused, compliance-sensitive feedback campaign should confirm exactly who will be on the phones and how consent and opt-out handling will be managed before signing.

Best for: Mid-sized agencies that want a responsive outsourcing partner for survey and telemarketing calls at a more accessible project cost.

#5 Zonka Feedback — From $49/month, per Zonka's published pricing. A 14-day free trial is available.

Zonka Feedback rounds out the list as an omnichannel survey platform rather than a call center. According to their website and reviews, Zonka supports multi-channel survey collection across email, SMS, website widgets, and kiosks, with AI-powered analytics that cover sentiment, themes, and impact scoring. They support NPS, CSAT, and CES formats, offer multilingual surveys, and provide real-time dashboards and alerts organized by location, agent, and team, plus tools to close the feedback loop so no customer message is left pending. For an insurance agency with multiple branches or a physical office where clients come in for policy reviews, the kiosk and QR-style capture options are genuinely useful, and the per-location dashboards let a regional manager compare satisfaction across offices. Review scores are solid: 4.7 out of 5 on Capterra across 100+ reviews and 4.8 on G2, though some users note the platform can feel overwhelming if you only want in-person feedback, and forum users mention entry plans could be cheaper. Their published pricing starts at $49 per month, which makes them the most affordable entry point on this list for agencies that want to test structured feedback collection without a large commitment. Like SurveyNinja, though, this is software. Phone-based feedback calls aren't part of the package.

Best for: Multi-branch agencies that want affordable, omnichannel feedback collection (email, SMS, kiosk) with per-location analytics.

The right choice depends on how your agency wants to collect feedback. If you want live phone conversations with policyholders, done for you, My AI Call Center is our Editor's Choice for good reason: it's a managed service with consent-checked lists, TCPA-aware AI disclosure and opt-out handling, and outcome reports with disposition codes routed straight into your CRM, all starting at 9¢ per connected minute with the rate locked before launch. SurveyNinja and Zonka Feedback are strong picks if you'd rather send automated email and SMS surveys, and both are budget-friendly ways to test pre-renewal and post-claims feedback. XACT and 1840 & Company suit larger agencies that want human agents at scale and can absorb five-figure project minimums. Whichever route you take, the important thing is to start before the renewal notice goes out. If you'd like a structured feedback or retention calling campaign scoped and quoted for your book of business, book a free campaign review at myaicallcenter.app or email [email protected]. You'll know the full number before you approve anything.

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