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Insurance Agency

Top 5 Surveys & Feedback Calls for Insurance Agencies

Discover the top 5 survey and feedback calls every insurance agency should run to boost renewals and client trust. See how AI calling makes it easy—read now!

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Insurance agencies live and die by renewal rates and client trust, and the fastest way to protect both is to actually hear from policyholders. Post-policy surveys, renewal check-ins, and feedback calls surface problems while you can still fix them, and they give agents a reason to talk to clients outside of a claim. The catch is that running these calls in-house eats staff hours, and compliance around outbound calling has gotten stricter every year. That's why many agencies now hand survey and feedback campaigns to a managed calling partner. We looked at five services that run outbound survey and feedback campaigns for insurance and other regulated businesses, ranked them on compliance posture, reporting quality, and fit for agency workflows, and put our top pick first. Here's what we found for 2026.

#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. The first campaign review is free.

My AI Call Center is a done-for-you managed outbound calling service that runs structured AI-powered campaigns, including a dedicated Surveys & Feedback campaign type that fits insurance agencies well. It's a managed service, not software you have to learn: you buy campaigns that the team runs for you, each scoped around one clear goal and quoted before launch. For an agency, that might mean a post-renewal satisfaction survey, a day-7 or day-30 onboarding check-in for new policyholders, or a lapsed-client re-engagement pass, all run as separate campaigns with a single outcome each.

Pros

  • Full campaign quote before launch, so the total cost is known before you approve anything
  • Strong compliance posture: TCPA artificial-voice consent requirements, state quiet hours, AI disclosure, and DNC handling are all built into the process
  • No per-seat charges, no platform bill, and no minimums you didn't choose
  • Honest reporting: the company states it will never invent client logos, testimonials, metrics, or ratings
  • Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path

Cons

  • It's a managed service, so you're buying campaigns rather than self-serve software
  • Bought lists without clear permission records are flagged and often declined, which can slow down agencies hoping to call old purchased data
  • Pricing varies by campaign, so you need a quote to know your total

Best for: Insurance agencies and other multi-location organizations that want survey and feedback calls run for them on vetted lists, with compliance handled up front and outcomes routed into existing CRM tools.

#2 XACT (Xact Telesolutions) — Published packages include 75 minutes at $1.10/minute for $83, 500 minutes at $0.95/minute for $475, and 5,000 minutes at $0.89/minute for $4,450 for its telephone answering service. Survey campaign pricing is not published; contact for a quote.

XACT is a contact center services provider based in Orlando, Florida, founded in 1996, that offers inbound and outbound call center services, telephonic support, and customer care. According to its Clutch profile, roughly 10% of its focus sits in customer surveys and market research calls, with a much larger share in B2C telemarketing and third-party verification. For insurance agencies, the relevant history is retention-style outreach: one documented project involved retention calls for a human services nonprofit, where participants described the callers as friendly and engaging.

Pros

  • Nearly three decades in operation with a 4.7 Clutch rating across 34 reviews
  • Reviewers repeatedly highlight professionalism and proactive problem-solving
  • Published per-minute answering service rates make entry costs easy to estimate
  • Coverage across four US time zones with English and Spanish capability

Cons

  • Surveys are a small slice of its focus compared with telemarketing and answering services
  • Some reviewers suggest improvements in agent training and documentation consistency
  • Several of the detailed Clutch reviews date back several years
  • No published survey-specific pricing

Best for: Agencies that want a large, established US call center partner and may also need inbound answering or verification work alongside surveys.

#3 1840 & Company — Clutch lists an average project cost of $10,000 to $49,000, with hourly rates under $25/hr. Contact the company for a specific quote.

1840 & Company, established in 2014 and headquartered 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. Its Clutch profile lists customer surveys and market research calls at about 30% of its focus area, the highest survey share among the providers we reviewed. The company holds a 4.8 rating across 17 reviews, with more than 90% of reviewers praising professionalism, responsiveness, and commitment to client satisfaction.

Pros

  • Highest stated survey and market research focus share of the BPO providers reviewed
  • Strong review profile: 4.8 stars, with clients citing fast delivery in pilot phases
  • Broad service menu lets you combine surveys with customer service outsourcing
  • Documented financial services industry exposure

Cons

  • Entry pricing starts around $10,000+, which is steep for a single survey campaign
  • Only 17 reviews on Clutch, with just 2 in the past six months
  • Its core identity is staffing, so survey work is one service among many
  • No published per-minute or per-campaign rates

Best for: Agencies with larger budgets that want to build a dedicated outbound team and may want adjacent staffing support in the same engagement.

#4 Intelemark — Clutch and The Manifest list projects starting at $1,000+. Specific survey campaign pricing is not published; contact for a quote.

Intelemark is an appointment setting and B2B lead generation company based in Scottsdale, Arizona, founded in 1999. The Manifest lists it among the top phone and online survey companies in the United States for October 2026, with a 4.8 rating across 12 reviews and strong marks on timeliness, service excellence, and value. Its client list includes Dow Jones, which signals comfort with demanding, brand-sensitive accounts. For insurance agencies, Intelemark fits best when the feedback project is B2B in nature, such as surveying commercial lines clients, benefits brokers, or partner networks rather than individual policyholders.

Pros

  • Over 25 years of B2B calling experience
  • 4.8 rating with consistently high marks on timeliness and value
  • Recognized on The Manifest's October 2026 US survey company list
  • Small enough for hands-on campaign management

Cons

  • B2B orientation may not suit high-volume consumer policyholder surveys
  • Only 12 reviews on record
  • No published pricing detail beyond a $1,000+ starting point
  • Focus is lead generation and appointments, with surveys as a secondary offering

Best for: Agencies running B2B feedback or market research campaigns with commercial clients, brokers, or partners.

#5 HelpSquad — Clutch and The Manifest list projects starting at $1,000+. Contact the company for detailed pricing.

HelpSquad is a back office outsourcing company founded in 2015 and based in Doylestown, Pennsylvania. It offers call center services and customer service outsourcing, and The Manifest ranks it among the top US phone and online survey companies for October 2026 with a perfect 5.0 rating across 11 reviews, including top marks on timeliness, service excellence, value, and would-recommend. Its client roster includes Slinger Bag. For insurance agencies, HelpSquad is a reasonable fit when you want human agents handling survey and feedback outreach as part of a broader customer service engagement, and you value a highly rated, mid-size partner over a large BPO.

Pros

  • Perfect 5.0 rating across 11 reviews on The Manifest
  • Strong value and timeliness scores
  • Flexible enough to bundle surveys with general customer service coverage
  • Lower entry point than enterprise BPOs

Cons

  • Survey work is not a stated specialization; it appears via directory ranking
  • Fewer reviews than larger competitors (11)
  • No published survey-specific features, scripts, or compliance detail
  • No published pricing

Best for: Agencies that want survey calls handled by human agents within a broader outsourced customer service relationship.

Survey and feedback calls are one of the highest-leverage touches an insurance agency can make, because they catch at-risk policyholders before they shop elsewhere and give you documented insight into how your service actually lands. The right partner depends on your volume and your compliance appetite. If you want survey campaigns run for you on vetted, permissioned lists, with consent review, AI disclosure, and disposition-coded reporting handled as part of the process, My AI Call Center is our 2026 Editor's Choice, with calling from 9¢ per connected minute and a full quote before you approve anything. The first campaign review is free, so you can scope a post-renewal survey or onboarding check-in, see the whole number, and decide without risk. Visit myaicallcenter.app/campaigns to see campaign types, or myaicallcenter.app/insights to read more, then plan your first campaign.

Frequently asked questions

Can an agency legally call policyholders for surveys?

It depends on consent status, contact type, and your state's rules. AI-generated voices are treated as artificial voices under the TCPA, which generally requires prior express consent, and states add their own quiet hours and registration rules. My AI Call Center checks list source and consent records before any campaign launches, applies AI disclosure on every call, and honors STOP and REVOKE opt-outs immediately. Clients are still responsible for obtaining appropriate legal guidance before launch.

How much do survey call campaigns cost?

My AI Call Center starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup fee and a flat monthly management fee, both quoted before launch, so the full number is known before you approve. Competitors vary widely: XACT publishes answering service packages from $83 for 75 minutes, while 1840 & Company projects typically run $10,000 to $49,000. Intelemark and HelpSquad require a quote.

What outcomes should I expect from a feedback campaign?

A well-run survey campaign should return a dispositioned contact list, outcome counts with disposition codes, per-call notes, routed follow-ups, a completion and coverage report, and opt-out and DNC logs. That's the deliverable set My AI Call Center commits to, and it means your team gets named follow-up requests, not a vague summary spreadsheet.

Are AI voice survey calls as effective as human agents?

For structured surveys with a single clear goal, AI campaigns run consistently, stay on script, and complete in approved calling windows without staffing constraints. Recipients can always ask if the call is AI-assisted, request a human, or opt out. For complex advisory conversations, a human follow-up on flagged responses is still the right move, which is why outcomes route back to your team.

Which option is best for B2B commercial lines surveys?

Intelemark is the strongest B2B fit among the providers reviewed, given its 25-year appointment setting and lead generation background and clients like Dow Jones. For consumer policyholder surveys at scale, My AI Call Center's structured campaign model is the better match.

How long does it take to launch a survey campaign?

With My AI Call Center, the process runs through six steps: campaign review, list and consent review, system connection, script and escalation approval, launch, and outcome routing. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path, so timelines depend on how quickly you review and sign off.

Do these services work with our existing CRM?

My AI Call Center routes outcomes, bookings, and follow-up requests back into the CRM and scheduling tools you already run, with hot leads transferring to your team live or landing in your CRM. For the other providers, integration specifics weren't detailed in the available research, so ask directly during your quote.

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