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Surveys for Insurance with Mailpro

For insurers, satisfaction is measured at moments of truth — quote, claim, renewal. A bad experience at any of those points predicts cancellation. Regular survey programs at each touchpoint catch service problems before they turn into churn, generate the customer-experience data conduct-risk teams want to see, and create the testimonials brokers use to sell. Mailpro's survey tool is part of our full insurance marketing solution.

Build Brand-Compliant Surveys Fast

Insurance brand and regulatory teams are strict — every customer-facing communication has constraints. The drag-and-drop survey builder lets you create on-brand, compliant surveys with the right disclaimers built in — without engaging design and legal for every send.

Build insurance customer surveys with Mailpro

Claims-Handling NPS, Live

Mailpro's dynamic statistics let you track claims-NPS, broker satisfaction, and renewal-experience scores in real time. Slice by claim type, region, or handler — surface service hotspots while the customer is still in-flight, not after the renewal lapses.

Ask the Right Questions at the Right Moment

A policyholder right after a paid claim and a broker after onboarding need different surveys. Branching logic tailors the survey path based on respondent type and recent interaction — keeping each survey short and the responses sharp.

Branching logic in insurance surveys

Data the Conduct-Risk Team Can Use

Survey data that informs treating-customers-fairly reporting or product-governance reviews has to be defensible. Mailpro's CAPTCHA, SSL encryption, and Swiss data hosting meet the rigor regulators expect from insurance customer-experience programs.

Reach Policyholders and Brokers in Their Channels

Send via the official email channel, embed in the customer portal, or include in broker-portal follow-ups. Mailpro's sharing options integrate with the digital touchpoints insurers and brokers already use.

Share insurance surveys via email and portal

Survey Ideas for Insurance

Post-Claim Customer Satisfaction Survey

Sent right after claim settlement — the highest-stakes moment in the insurance relationship. Drives both renewals and word-of-mouth.

Renewal Experience Survey

Sent after renewal — was the process easy? Was the new premium explained clearly? Captures friction before next year's lapse.

Net Promoter Score (NPS) Survey

Tracked across the policyholder base — the simplest leading indicator of renewal and referral.

Broker Satisfaction Survey

For insurers — measure how brokers rate your underwriting speed, commissions, and support. Catch broker-retention risks early.

Post-Quote Lost-Lead Survey

Sent to prospects who got a quote but didn't bind — why did they go elsewhere? Often reveals pricing or product-design issues to fix.

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Frequently Asked Questions

What surveys can insurers run?

Claims-handling NPS, policyholder satisfaction and broker surveys, sent by email or SMS.

Can I see claims NPS in real time?

Yes. Responses and NPS are available live as customers reply.

Is the data usable for conduct risk?

Yes. Mailpro provides trustworthy, exportable data your conduct-risk team can use.

Is survey data secure?

Yes. Mailpro is Swiss-hosted and GDPR-native, and never shares your data.

Explore Mailpro for Insurance

See the rest of the Mailpro toolkit for insurance: