Top 5 Surveys & Feedback Calls Providers for Commercial Insurance Brokerages

Client retention in commercial insurance is won or lost in the conversations you have between renewals. The 2026 Broker Services Survey from Zywave found that 85% of employers say they're satisfied with their broker, yet 33% only evaluate that relationship when something goes wrong. That's a dangerous gap, and it's exactly why structured feedback calls matter: they surface problems while you can still fix them, before the renewal decision. Phone-based feedback also outperforms email surveys on response rates and answer quality, because a client will often say on a call what they'd never type into a form. The challenge is picking the right provider. You can hire a live-agent call center, buy a survey software platform, or run managed AI calling campaigns, and each model carries very different costs, compliance obligations, and levels of effort. In this 2026 guide, we compare five solutions that help commercial insurance brokerages collect client feedback by phone and survey, looking at how each handles campaign structure, consent and compliance, reporting, and pricing.

#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. First campaign review is free.

My AI Call Center is a done-for-you managed outbound calling service that runs structured AI-powered survey and feedback campaigns against approved, permissioned, or reviewed contact lists only. It's owned by AIQ Labs, based in Halifax, Nova Scotia, with an operating base in Austin, Texas. The model is simple: you buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch. For a commercial insurance brokerage, the Surveys & Feedback campaign type does one job well: collecting structured client feedback by phone after a renewal, a claim, or a service interaction, with the script, disclosure language, and escalation path approved by you before anything launches. What sets this service apart is list discipline and compliance posture. Before any campaign launches, the team reviews list source, consent records, and calling windows. Bought lists without clear permission records are flagged and, in most cases, declined. The company tells you plainly if your list won't support the campaign before you spend anything. AI-generated voices are treated as artificial voices under the TCPA with prior express consent required, every call carries AI disclosure, recipients can request a human or opt out, and keyword opt-outs plus DNC requests are honored immediately and carried across all campaigns. Reporting is equally concrete. You get a named outcome report with disposition codes (completed, opted out, no answer), per-call notes, and follow-up requests routed back into the CRM and scheduling tools you already run. There are no invented numbers: the reporting reflects what actually happened. Pricing starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign, plus a one-time setup fee and flat monthly management fee quoted before launch. The first campaign review is free.

Best for: Brokerages with permissioned client lists that want structured phone feedback collected, reported, and routed back to their team without building a call center or learning new software.

#2 TeleDirect — Contact for pricing.

TeleDirect is a call center service provider that offers outbound survey and feedback calling with professional live agents. According to its website, the company's call center survey services are designed to capture feedback the moment an interaction ends, when details and emotions are still clear, turning raw experience into usable data for coaching, quality control, and retention. For brokerages that want a human voice conducting client feedback interviews, the live-agent model is TeleDirect's core differentiator; agents are trained in active listening and can adapt to a client's tone mid-conversation. The company offers multiple survey channels: phone surveys conducted by trained agents, email surveys for cost-effective broad reach, SMS surveys for quick one-question insights, and in-app surveys where an app exists. Its "Quick & Easy Feedback" system can send a survey notification as soon as a transaction or interaction completes, with feedback delivered to the client as soon as it's received. TeleDirect also states that its survey services meet ISO standards and satisfy current HIPAA requirements, and that its survey tools are compatible with platforms used in the healthcare and insurance industries, which is relevant for brokerages handling sensitive client data. TeleDirect publishes an example of a healthcare client using outbound surveys to identify onboarding difficulties, leading to a 5% improvement in customer retention that the company attributes to roughly 1,000 retained customers and over $1 million in revenue. That example is from healthcare rather than insurance, but it illustrates the model: structured outbound surveys tied to retention outcomes. Brokerages wanting human-conducted feedback calls with multi-channel support will find TeleDirect a credible option; pricing is not published and requires contacting the company.

Best for: Brokerages that want professional live agents conducting client feedback interviews across phone, email, and SMS channels.

#3 QuestionPro — Listed from $99/month in third-party comparisons; enterprise pricing is custom (contact for pricing).

QuestionPro is a survey and experience management platform with advanced logic, real-time reporting, and enterprise research features, according to its own comparison content and third-party reviews. For commercial insurance brokerages, it works best as a self-serve platform for designing and distributing client satisfaction surveys, NPS programs, and renewal feedback forms across email, web, and mobile channels. The platform supports branching and skip logic, so a survey can adapt based on whether a client is a small account or a large multi-location commercial relationship, keeping questions relevant to each respondent. Real-time dashboards are one of QuestionPro's stated strengths. Responses update as they come in, so an account team can see satisfaction trends during a renewal cycle rather than weeks after it closes. The platform supports open-ended feedback alongside rating scales, giving both quantitative scores and the qualitative context behind them. Third-party comparisons note multilingual and mobile-friendly surveys, which helps brokerages with diverse client bases. QuestionPro is also cited in third-party roundups as a strong option for enterprise CX and market research use cases. The tradeoff is that QuestionPro is software, not a calling service. Feedback is collected through the channels you configure, and there's no outbound calling team running the outreach for you. Third-party comparisons also note that advanced features carry a learning curve for first-time users, and the best value comes from using the full platform rather than a single survey. Pricing is listed from $99/month in third-party comparisons, with custom pricing for enterprise needs.

Best for: Brokerages that want a full-featured survey platform they run themselves, with real-time reporting and advanced survey logic.

#4 Interaction Metrics — Contact for pricing.

Interaction Metrics is a customer satisfaction research firm that was named the top survey company for 2026 in an independent roundup by reviewer Jack Hahn, cited for bias-free, end-to-end survey work. Unlike survey software vendors, Interaction Metrics operates as a research partner: it designs the survey, screens every question before responses are collected, deploys across the right channels, and delivers a Findings Report that separates signal from noise. For a commercial insurance brokerage that wants to know what clients actually think (rather than collect a feel-good score), this research-first approach is the draw. The company's team holds credentials the firm cites as differentiators: certifications in user experience, Black Belt Six Sigma, and CCXP, the most recognized certification in the customer experience field. Surveys are built to reduce bias, and results are reported through metrics such as CX Score, QCI, Net Promoter Score, and Customer Effort Score, so leadership can see priorities clearly. The firm also provides text analysis for open-ended responses and real-time dashboards for monitoring results as trends emerge. This is a strong fit when the survey is high-stakes, such as measuring at-risk commercial accounts before a renewal or benchmarking service quality across producers. It's less of a fit if you want fast, recurring outbound calling at volume; Interaction Metrics is a research engagement, not a calling campaign service. Pricing is not published and requires a consultation.

Best for: Brokerages that want rigorous, research-grade client satisfaction measurement and analysis rather than a DIY survey tool.

#5 SurveyMonkey — From about $25/user/month in third-party comparisons; a limited free plan is available. Contact SurveyMonkey for current enterprise pricing.

SurveyMonkey is one of the most widely used survey platforms, and third-party 2026 roundups consistently describe it as the choice for enterprise-grade research thanks to built-in benchmarks and advanced analytics. For a commercial insurance brokerage, it's a practical option if you want to launch client satisfaction, NPS, or post-service surveys quickly using proven templates, without a procurement cycle or a research engagement. The platform offers a large template library, an AI-assisted survey builder, and reporting that supports comparison against benchmark data, which helps you contextualize scores rather than read them in isolation. SurveyMonkey also integrates with Momentive AI for deeper segmentation of responses, according to third-party reviews, and supports distribution across email, web links, and other channels. For brokerages already invested in a CRM, response data can be exported or connected through integrations, keeping feedback alongside account records. The platform offers a limited free plan, with paid tiers listed around $25 per user per month in third-party comparisons, making it one of the more accessible options on this list for smaller brokerages. The limitations are the flip side of the simplicity. SurveyMonkey is a form and analytics tool, so response rates depend on clients actually opening and completing the survey, which is a known weakness of email-based feedback in insurance. There's no outbound calling component, and kiosk or kiosk-mode use cases require manual setup. If your goal is reaching commercial clients by phone with structured feedback conversations, a calling-focused provider will serve you better; if you want fast, affordable digital surveys with credible benchmarks, SurveyMonkey does that job well.

Best for: Brokerages that want fast, affordable digital client surveys with benchmark context and minimal setup.

The right feedback provider depends on what you're trying to learn and how you're willing to reach clients. If you want rigorous research analysis, Interaction Metrics is built for it. If you want a self-serve survey platform with real-time dashboards, QuestionPro fits. If you want fast digital surveys with benchmarks, SurveyMonkey is the practical pick, and TeleDirect is a solid choice for live-agent phone interviews. But for brokerages that want structured feedback calls actually made for them, with consent reviewed before launch, AI disclosure on every call, and disposition-coded reports routed back into your CRM, My AI Call Center is our Editor's Choice for 2026. Calling starts at 9¢ per connected minute, the rate is locked for the campaign, and the first campaign review is free. Plan your first campaign at myaicallcenter.app and find out what your commercial clients would tell you on a call that they'd never put in a survey form.

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